Trend Signal Now: The $9T flow and where it’s starting to show up

Tuesday, November 25, 2025

Zoom out and one thing is clear: the consumer keeps spending. The question isn't whether the money comes in — it's where it lands inside that roughly $9T stream.

From what Macke's tracking, we're seeing:

Pressure on certain premium categories
Strength in value and "affordable experience" names
And a retail sector that looks weak at the index level, but much cleaner when you separate the winners from the losers

That's the environment where mispricing — and opportunity — tends to be greatest.

On Tuesday, December 2 at 1 PM ET, Macke will walk through:

How he's reading the current bifurcation in retail
The names he wants to own vs the ones he'd avoid
And how he and Sean are thinking about options structures around December earnings

If you're looking for asymmetric trades driven by real-world behavior, this session will be helpful.

Grab your seat for Macke's breakdown on Tuesday

Alfonso Depablos, CMT | Director of Research, All Star Charts

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