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Checking in on the U.S. consumer
There is a persistent disconnect between how consumers feel about the economy and what the data is telling us.
Political turbulence promotes anxiety but may not impact the economy.
AI applications in retail are not new, and generative AI may have little immediate impact.
U.S. luxury retailers await the return of Asian tourists.
The CrowdStrike Failure is another example of the vulnerability of global interconnectedness.
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