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Recent data shows that the U.S. consumer side is starting to falter a bit, with retail sales and consumer momentum clearly weakening. Normally, with the economy cooling and demand softening, the Federal Reserve should be easing to support the market, right? But inflation data hasn't fully dropped to a level that reassures the Fed, and the internal hawks are still closely watching prices. #WeakConsumptionFedSplit #OpenAIAnthropicRace #SKHynixCapexSurge