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Retail sales say the economy isn't really slowing down
In this episode, Mike Armstrong and Paul Lane unpack the latest economic headlines shaping markets. From robust retail sales defying slowdown fears to pivotal Federal Reserve updates, we dive deep into what’s driving the economy. What’s on the table?
Retail Sales Surge in August – Consumers keep spending, but is it sustainable?
Fed Governor Drama – Appeals Court denies Trump’s bid to remove Lisa Cook, while Stephen Miran joins the Fed Board.
Lower Rates & Stocks – A quick take on what cheaper borrowing means for equity investors.
Fed Strategy – Why the Fed needs to tread carefully and avoid…
The skinny
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