Macro Analyst

Aug 14, 2026 · bearish

(https://www.marketwatch.com/story/retail-sales-slump-in-july-cheaper-gas-and-amazon-prime-hangover-are-the-chief-culprits-b9db8535?mod=mw_rss_topstories) gets all the headlines, but the real demand warning is buried deeper: agricultural credit conditions are tightening according to the Kansas City Fed.

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