What Does the Big Dip in Retail Sales Mean? | With Julian Brigden

MI2 Partners' Julian Brigden hates to say he told you so, but, well, he told everyone so: "The idea that inflation is defeated is a joke." Now, with a hotter than expected CPI report earlier this week, and January's biggest dip in retail sales in almost 2 years, what's going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities. Happy Friday...! Join MI2 Partners on Substack here: https://mi2partners.substack.com https://mi2partners.com/macrocapture-landing-page/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com Chapters 00:00 Market Overview: Stocks vs. Bonds 02:58 Navigating Volatility in Today's Market 06:13 The Gold and Silver Trade Dynamics 09:08 US Dollar and Global Economic Policies 11:52 The Future of US Debt and Economic Strategy 15:09 Implications of Economic Changes on Workers and Stocks 21:34 The Future of Europe: Pessimism and Potential 22:46 Contrarian Views on European Stocks 23:42 Economic Implications of European Defense Spending 25:52 US Dependency on Foreign Investment 28:22 The Fragility of US Economic Growth 30:41 The Risks of Overconsumption in the US 33:02 The Macro Trends Influencing Global Investment 35:24 The Future of US Equities and Inflation Risks 39:32 Navigating Market Volatility and Investment Strategies *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #DXY #TLT #inflation #Mag7 #treasury #dollar #fed #rates #economy #marketanalysis #investing #stockmarket #investing #tariffs #investmentstrategy #talkshow #podcast #tradingopportunities #marketopportunities #liquidity #thefed #gold #silver #cycles