Good morning. QQQs +35bps as we await jobless claims/retail sales. WMT earnings were good and CFO told CNBC: “we don’t see any fraying of consumer health”, No change in shopping trends, each month consistent, no noticeable change, gen merch positive for first time in 11 quarters, BTS started strong. We’ll recap news/research/3p first since some interesting things out there this morning, then get to CSCO/BABA EPS Recaps. Let’s get to it…
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