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Consumption slowed in May, and yet discretionary categories accelerated on the margin. Energy is beginning to help, which people will probably point to as the root cause. But keep in mind that we just saw the biggest sequential jump in credit card debt in 5-yrs. 

HedgeyeRetail Visual: Discretionary Accelerating - essential vs disc

 

HedgeyeRetail Visual: Discretionary Accelerating - consumption vs income

 

HedgeyeRetail Visual: Discretionary Accelerating - CIS