HomeIndustriesRetailDiscretionary Spending Continues to Tighten
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Discretionary Spending Continues to Tighten

Discretionary Spending Continues to Tighten

Raul Shah reacts to the Retail Sales data, saying the results “make sense” and think the numbers show “more than seasonality.” He’s focusing on manufacturing levels to get a sense of how the economy is “actually” doing. He thinks discretionary spending will continue to see a pullback as consumers search for lower price points.

Morning Movers

17 Mar 2025

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