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The Numbers

US Retail Sales: Inflation Mirage?

by Felix Vezina-Poirier, Chief Strategist  

March US retail sales beat estimates, but the strength was nominal rather than real. Headline sales rose 1.7% m/m from 0.7%, while core sales (excluding autos and gas) held at 0.6%. The control group, which feeds into GDP, rose 0.7%. The report was however…

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