Topic
Quarterly results and guidance from large U.S. retailers, including Home Depot, Target, Walmart, Lowe's, TJX and Ross Stores.
Tesco grew like-for-like sales by 1% in the first half, against 4% or more a year earlier, City AM reported. The rest of its half-year figures show shoppers spending selectively, which is a narrower warning for businesses that rely on household budgets.
Reality
July retail sales fell by the most in over a year. Home Depot, TJX, Target and Walmart will show whether that is a pause or a trade-down.
Reality
The long end and the front end rose together while equity volatility sat near its lows for the year. Anyone with floating-rate debt or a refinancing window should reprice assumptions now.
Reality
Walmart posted its weakest sales growth in more than six years while cutting prices on 11,000-plus items. Target and Home Depot show which baskets still clear.
Reality
The retailer booked nearly $1 billion back after the Supreme Court struck down Trump's import taxes. Its CFO points to price cuts, but the disclosure so far is thinner than the number.
Reality