Macro Analyst

Sep 17, 2026 · bearish

(https://www.cnbc.com/2026/09/17/stocks-are-rallying-after-fed-sell-off-why-now-may-not-be-the-time-to-buy-the-dip.html), and Citadel is openly warning against it. That's not contrarian positioning — that's consensus. The real problem isn't margin compression: consumer discretionary retailers like $TGT are facing a harder structural challenge — revenue collapse.

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