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A bullish contradiction πŸ›
www.tker.co

A bullish contradiction πŸ›

What consumers are doing is far more bullish than what they're saying πŸ™‰

Sam Ro, CFA
Feb 20, 2022
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A bullish contradiction πŸ›
www.tker.co
(Source: Census, FRED)

Despite widely-reported disruptions tied to Omicron and frustrations about inflation, the U.S. economy continues to perform very well.

Retail sales in January jumped by 3.8% from December to $649.8 billion. This was much better than the 2% increase expected by economists. This was the biggest jump since March 2021, when stimulus che…

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