I am going to attempt to partially explain what is going with some of the recurring data patterns we are seeing.  Here are my takeaways from the past week: Core Retail Sales are at 0.0% yoy “growth.” Think about that – over the course of an entire year, retail sales were flat.  To put that in perspective, in the 2001 recession (the one prior to the Great Recession), core retail sales were still positive yoy throughout.  Part of that is low inflation.  But if the inflation is that low, what is the Fed doing, thinking about raising rates?!?  Speaking of…

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