Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
The Numbers

Retail Sales Resilience Masks A Slowing Income Engine

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Maintain above-benchmark duration and 2-year/5-year Treasury steepeners as slowing labor income keeps downside risks for growth intact. November US retail sales beat estimates, with the headline rising 0.6% m/m after being flat in October. Core retail sales…

Interested in reading the full Daily Insight?

Read the full insight with instant access.

BCA Research | Daily Insights

Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More