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Latest / Markets with Megan: A Quick Financial Markets Update

Retail Sales Rebound | S3 E168 | 09-16-26

Retail sales just flipped the script: after a weak July, August comes in with a sharp rebound, and the details matter if you care about where the U.S. economy is headed. We walk through the August retail sales report and why a 1.2% monthly gain grabs market attention, especially with gasoline station sales up 3.1% and “core” spending measures also showing strength. If you’ve been wondering whether the consumer is finally cracking, this data argues the spending story is not over yet.

We dig into the category-level moves that help explain the jump, including motor vehicles, furniture…

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