Could Strong Retail Sales Delay Fed Rate Cuts? | S2 E058 | 07-17-25
Retail sales just surprised Wall Street — again. On this episode of Markets with Megan, Megan Horneman, CIO of Verdence Capital Advisors, dives into the latest economic data and why the U.S. consumer continues to defy expectations. June’s retail report came in stronger than economists anticipated, sparking questions about inflation, interest rate policy, and whether this resilience is sustainable.
Megan breaks down:
– What categories drove the surprise
– Why these numbers matter to investors and the Fed
– How markets are reacting
– What it means for future rate cuts and economic forecasts
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