Wow, retail sales not good again. I don't think this really affects the AI overlord trade so much. They're in full-on battle mode and likely will be for I'd say a couple years at least. Most of them get their revenues from businesses and especially the government, so they're not as sensitive to this number.

This supports what I was saying yesterday about demand not necessarily being the reason for some of the commodity rallies we're seeing (Gold yes, Copper no)