(1) It’s all up to American consumers. (2) Can the US continue to decouple? (3) Inflation-adjusted retail sales were very strong during Q4. (4) Weekly consumer confidence has been rising fast recently. (5) Real hourly pay at record high. (6) Green, yellow, and red flags. (7) CRB raw industrials spot price index breaking down. (8) Copper following oil price. (9) Excess supply or shortage of demand? (10) Forward earnings turns down along with Boom-Bust Barometer and Fundamental Stock Market Indicator. (11) Commodity currencies getting weaker. (12) Focus on market-weight-rated S&P 500 Retailing.
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