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Where Did The Consumer Go? (The Big Point)

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.

Today’s retail sales report is a notable disappointment.  It is especially worrisome given Tuesday’s hot CPI data (see https://therabidcapitalist.com/2024/02/14/the-stock-market-throws-a-temper-tantrum-over-hot-cpi/).

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