Retail surprise
The big beat in retail sales is sure to generate a lot of opinions about what it means for stocks in the coming day(s). Looking at other retail sales releases since the bottom last March, there have only been 3 months where they beat expectations. The S&P 500's reactions were "meh."

The XRT retail fund saw a big positive day, and two big negative ones, after the other surprises.

Gold fell twice and worked higher once.

Same goes for 10-year Treasury yields.

Not a lot here to hang one's hat on.
