The Big Four Recession Indicators: Real Retail Sales

Published on April 1, 2026

Nominal retail sales were up 0.60% month-over-month and up 3.71% year-over-year in February. However, after adjusting for inflation, real retail sales were up 0.33% month-over-month and up 1.25% year-over-year.

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10-Year Treasury Yield Long-Term Perspective: March 2026

April 1, 2026
The 10-year Treasury yield has experienced dramatic fluctuations, ranging from a peak of 15.68% in October 1981, during the height of the Volcker era, to a historic low of 0.55% in August 2020, amidst the economic uncertainty of the pandemic. At the end of March 2026, the weekly average stood at 4.38%, its highest level since July 2025.

The Proximity Pivot

April 1, 2026
Why edge infrastructure is the asset class most investors are not watching.