Diton: December Retail Sales ‘A Blip’, International Poised to Outperform

Eric Diton says not to read too much into the December retail sales report because of harsh weather. Tariffs and inflation remain a concern, but the explanation may be simpler, he argues. He believes the consumer is still strong overall, though he notes that many people are struggling in the bottom half of the K-shaped economy. He “doesn’t want to bet against” the Mag 7 and thinks software will continue to do well. Eric discusses international tailwinds boosting equities around the world and thinks it’s historically time for a rotation.

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