Chipotle: Expecting Better 2H Trends, Upgrading To Hold, Eyes On The Consumer

Group 1 - The latest US Retail Sales report showed a headline number below Wall Street consensus expectations, indicating potential consumer weakness [1] - The core control reading, which impacts GDP calculations, exceeded forecasts, suggesting underlying consumer resilience [1] Group 2 - The article emphasizes the importance of analyzing macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1]