Retail sales bolster the case for no recession

The consumer keeps spending , giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers . (3:41) Show Notes Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook ECB delivers another 25 bps interest rate cut Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .