Prior +0.2% That’s even better than the preliminary estimates and makes sense given the ECB rate cuts and fiscal boost. We should see even better …
Prior +0.4% (revised to +0.1%) Retail sales +5.0% vs +4.5% y/y expected Prior +2.6% (revised to +1.9%) Retail sales ex autos, fuel +1.3% vs 0.3% …
I see a June rate cut and then pause. After June, the next fully priced in cut is in December. This article was written by …