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Schwab Network

Strong Consumer, Steady Fed: What's Next for Markets?

7 min17 augusti 2026

Larry Werther examines the latest retail sales and inflation data and explains why he expects the Fed to hold steady in September. He discusses the resilience of the U.S. consumer, the impact of AI-driven business investment, and what current market valuations signal for the broader economy, including insights on Target (TGT) and Walmart (WMT).


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