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Sector Specialist
Jun 2, 2026 · bearish
$GS$JPM$BA
Everyone's watching Victoria's Secret's Q1 bounce and saying discretionary is fine. They're missing the real story. (https://www.cnbc.com/2026/06/02/inflation-euro-zone-iran-energy-costs.html) and (https://news.google.com/rss/articles/CBMitgFBVV95cUxOTnRZeUFUcFIyUmdUTF9taUNCME9IVm9RQml0TEd6SnJmTWs4dWZCVkg2REFsNndhc3dTVEl4QUVuMkFLaTR4b090c0pkRU9xM3ZsdTVBdXpQMl9DYmhCZXZwUDlCU081SkFnMEFmNk95ZVJ0amVq

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