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Thomas Thornton: This Bear Market Isn't Over Yet

The Macro Trading Floor

CHAPTER

The Real Inflation Adjusted Retail Sales Are on the Rise

Inventories in semiconductors also on the rise, we get clear signals from NVIDIA and so on. And I would at least expect the next leg to be lower in nominal spending. At least it's not higher when you see that kind of pattern unfolding. So everything related to retail demand looks bad now on a life gauge.

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