Target just sent up a giant red flag about the U.S. consumer
美国7月零售环比增长1%，远超预期0.3%，前值下降0.2%；至8月10日当周初请失业金人数22.7万人，低于预期23.5万人，前值23.4万人
美国已经不用降息了，消费指数超预期、失业率低于预期、核心通胀回到3以下，经济基本面依然良好，长期看美股牛市继续，消费是美经济根本，担心美经济衰退的人又要踏空了 https://t.co/LSpm9LgX4h
This is a function of weak balance sheets and investors who have lost patience—the same culling we can expect in most industries. Also, being trapped at home increases inventory for Facebook and Google advertisers. Yes, you are “inventory.”