MoneySpider Weekly — 24 May 2026

This week: Consumer Fracture continues escalating on a genuine transatlantic divergence. US retail sales rose 4.9% year-on-year, but the gain is energy-distorted; UK CPI fell to 2.8%, undercut by an energy price cap cut. The US is importing inflation via Hormuz while the UK imports disinflation via policy. Full analysis across all five lenses.