According to Skew Δ, the recent robust retail sales data showing a significant month-over-month and year-over-year increase is primarily driven by a pre-tariff rush, notably impacting targeted sectors such as motor vehicles and parts sales. Despite the strong figures, this trend was largely anticipated by the majority of market participants and is likely to be disregarded in trading strategies. The retail surge is significant for traders focusing on these sectors, as it may signal short-term volatility or adjustments in sales forecasts. [Source: Skew Δ]

According to Cas Abbé, the US CPI data release today at 8:30 AM ET is highly anticipated, with a market consensus expecting a 2.9% YoY increase. A CPI higher than 2.9% could negatively impact the markets, while a CPI equal to 2.9% might result in a small market pump. A CPI lower than 2.9% is expected to lead to a market pump, indicating potential trading opportunities based on the CPI outcome.