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On today’s show, we discuss:
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Retail sales above expectations at 0.4% gain overall, with control group up 0.3% and jobless claims below expectations at 227K. Continuing claims a bit lower.
APOLLO: “.. retail sales are strong, jobless claims are falling, restaurant bookings are strong, air travel is strong, hotel occupancy rates are high, bank credit growth is accelerating, bankruptcy filings are trending lower, credit card spending is solid, and Broadway show… pic.twitter.com/WXes9Hi1Uh
Moreover, the relatively little core inflation we’ve had in the last three months was more than entirely shelter. If you take shelter out then the annual rates are:
From ARKK’s 10/31/14 incept through 1/31/24 (date of its most recent semi-annual report), the fund had collected ~$362.7MM in fees, cumulative. Over this period, the fund had lost ~$7.5B cumulative. pic.twitter.com/NFurkXoKon
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