What are your thoughts? Here are mine. Retail sales report doesn't account for inflation. Plus, there were the stimulus checks. I'm not so sure the report is really as positive as the market is making it out to be. Also wonder if the stimulus checks were all part of the grand plan, since interest rates are going to start getting hiked and they probably need to be given the weak dollar, and Bernanke's indicated he'll do it. Higher retail sales can also be used as an indication of inflation if that's how they want to interpret it.