🧠 Quick Macro Pulse – June 3, 14:30 UK / 09:30 NY 
SPX500USD 
NAS100USD
Two early data points in — and both whisper the same message: cooling, not cracking.
📉 Redbook YoY: 4.9% vs 6.1% prior
→ A slowdown in retail sales growth.
→ Potentially disinflationary — less consumer pressure, less retail pricing power.
📦 LMI Logistics Index: 59.4 vs 58.8 prior
→ Still expansionary, but below long-term averages.
→ Indicates supply chains are stable but not overheating.
🧠 Implication:
This is not recessionary data. It leans more toward a soft-landing/disinflation scenario. Markets may interpret this as:
🔻 Slightly bearish USD
🔼 Supportive for risk assets
🔻 Lower pressure on yields (especially if JOLTs confirms later)
🎯 Titan Take:
No need to front-run. Let JOLTs + Fed speakers finish the day’s story. But this early tone supports the case for trimming fear and reacting to structure, not noise.
—
🛡️ Titan Protect | Clarity. Structure. Precision.
We don’t guess the future. We prepare for it.
SPX500USD NAS100USDTwo early data points in — and both whisper the same message: cooling, not cracking.
📉 Redbook YoY: 4.9% vs 6.1% prior
→ A slowdown in retail sales growth.
→ Potentially disinflationary — less consumer pressure, less retail pricing power.
📦 LMI Logistics Index: 59.4 vs 58.8 prior
→ Still expansionary, but below long-term averages.
→ Indicates supply chains are stable but not overheating.
🧠 Implication:
This is not recessionary data. It leans more toward a soft-landing/disinflation scenario. Markets may interpret this as:
🔻 Slightly bearish USD
🔼 Supportive for risk assets
🔻 Lower pressure on yields (especially if JOLTs confirms later)
🎯 Titan Take:
No need to front-run. Let JOLTs + Fed speakers finish the day’s story. But this early tone supports the case for trimming fear and reacting to structure, not noise.
—
🛡️ Titan Protect | Clarity. Structure. Precision.
We don’t guess the future. We prepare for it.
