Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance
Автор: KBRA
Загружено: 2026-02-13
Просмотров: 15
Описание:
This week, our 3 Things are:
1. Retail sales disconnect. It’s normalizing, but not as weak as the latest data.
2. Labor’s lost leverage. More of the economic spoils are going to capital—is that a bad thing?
3. Rising hyperscaler issuance. Massive new issue supply is forcing investors to rethink the status quo.
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