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4min chapter
Steno's Signals: What the Red Sea Crisis Means for Inflation
Real Vision: Finance & Investing
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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