Published News

1. This article nails it on inflation pressures, but I think it undersells the resilience in consumer spending. Look at Q1 retail sales: they rose 3.5% despite rising costs—shows people aren’t backing down just yet.

https://highstylife.com/overcapacity-in-the-battery-industry-chemical-sector-stress-indicators-tell-a-different-story/

1. This article nails it on inflation pressures, but I think it undersells the resilience in consumer spending. Look at Q1 retail sales: they rose 3.5% despite rising costs—shows people aren’t backing down just yet. 2