XBUY News and Press, Amplify International Online Retail From 10/05/21

The reality of the continuing pandemic has slowed the economic recovery and is reflected in new patterns of spending. People didn’t stop spending during the pandemic. It still remains to be seen if there will be enough of a shift from spending on goods to services to help e...

Stimulus-fueled retail sales started spiking last year, culminating in a mind-blowing free-money blow-off top in April. In dollar terms, overall inventories ended July at $603 billion, unchanged since April, and down 9.3% from two years ago. Supermarkets have recovered from the em...

Big Box Is Back: The COVID pandemic has radically transformed consumer spending habits - perhaps permanently - shifting spending towards goods over services and towards larger-format retailers over smaller shops. While enclosed regional malls face a long and uncertain road to recovery...

Glimmers of hope were beginning to emerge for the battered mall REIT sector, which has soared 50% this year on signs of stabilizing in occupancy rates and normalizing rent collection. Net Operating Income surged more than 40% in Q2 - albeit from easy comps - driven by a recovery in re...

There is one critical problem for supposing the ever-so-slight calm in inflation mean anything. The Fed’s own argument of the “base effect” now works against it. One of the Fed’s biggest excuses for claiming inflation would be transitory was that most of it...

Capital expenditure expectations appear to have recovered from pre-pandemic levels in most major regions and are trending upwards according to analyst estimates. For the U.S. index, the 12-month forward capital expenditures estimate is currently $885.6 billion, up 13.8% year-over-year...

Ecommerce and the disruption of retail is a theme that is not going away, and some of the fastest growing companies and markets are located outside the U.S. ETFs are a nice vehicle to give U.S. investors access to many of these foreign ecommerce companies, not easily accessible on an ...

The global economy expanded rapidly again in June, according to the JPMorgan Global PMI. Of the 26 sub-sectors covered by the IHS Markit Global PMI, the fastest expansion was seen for tourism & recreation. One encouraging sign from the US is that growth of demand for consumer ...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...

Since the start of earnings season, stocks have been range-bound and volatility has risen, up around 40% from the early April low. Cyclical sectors have been leading since the fall, while tech has been a funding source, as investors reposition for the fastest growth in decades. In...