Retail Resilience Drives Housing Optimism as Industrials and AAPL Offer Stability

Chris Ward says the U.S. consumer remains resilient, with retail sales posting their strongest gain in years as employment stays firm. He sees easing mortgage rates setting the stage for a recovery in housing, while industrial stocks offer a steady hedge amid reshoring efforts and global defense rebuilding. Ward also weighs whether defensive, low‑volatility sectors, including Apple (AAPL), can continue to cushion portfolios against inflation and rate uncertainty.

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