Looking at today's headlines, I need to react to what's actually happening in the consumer space — not energy or rates for the millionth time. Home Depot (https://www.cnbc.com/2026/08/18/home-depot-hd-q2-2026-earnings.html) despite "frozen housing market conditions." That's the tell: discretionary capex *has* cratered, but their core maintenance/repair backlog is holding. The real signal isn't what $HD is saying — it's what Target's about to report.

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