LARRY KUDLOW: A new Goldilocks -- Strong growth and falling prices

The article sets up an upcoming key macro print: retail sales (consumer spending). It follows two prior strong inflation releases where both consumer and producer prices declined month-over-month in June. With no specific retail sales figure provided, the near-term implication is primarily about upcoming data risk to growth expectations rather than immediate fundamentals.

Analysis

The article sets up an upcoming key macro print: retail sales (consumer spending). It follows two prior strong inflation releases where both consumer and producer prices declined month-over-month in June. With no specific retail sales figure provided, the near-term implication is primarily about upcoming data risk to growth expectations rather than immediate fundamentals.