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Consumer Driven Recovery + New Lows in Oil

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Consumer Driven Recovery: Last night saw US Dollar bulls make a return, with US Retail Sales data coming in largely as expected. “USD Core Retail Sales m/m (0.4% v 0.4% expected)” “USD Retail Sales m/m (0.6% v 0.6% expected)” Last month’s number revised up to 0.4% from -0.1% previously provided the kicker that the USDX needed after this week’s uncertainty out of China. But right now, the average American consumer isn’t letting the global turbulence turn them off heading to the mall as they at

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