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Steno's Signals: What the Red Sea Crisis Means for Inflation

Real Vision: Finance & Investing

CHAPTER

Divergence in Retail Spending: Implications for Inflation and Financial Markets

This chapter explores the differences in retail spending between the US and Europe, including the introduction of a new seasonality in the US economy. It also compares the Q4 GDP reports of the two regions and discusses the implications for financial markets.

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