Retail sales: Finding safety in consumer-exposed sectors
US retail sales rose by 0.2% in February, below economists' growth forecasts of 0.6% for the month; the University of Michigan's preliminary consumer sentiment reading for March saw the index fall to 57.9. TD Cowen senior research analyst Oliver Chen shares his top picks in the retail sector Madison Mills and Bullseye American Ingenuity Fund portfolio manager Adam Johnson, assessing how consumers, operators, and luxury brands are navigating trade tariff pressures. To watch more expert insights and analysis on the latest market action, check out more Catalysts here.