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At first glance, May’s retail sales report, like April’s, looks like a big miss, as sales declined -1.3% nominally, and after adjusting for inflation, declined -2.0%. Retail sales are 18% higher than they were in February 2020. Vaccine-driven economic recovery, subdu...
From a consumer perspective, the consumer is actually now demanding a focus on environmental, social, governance factors. If public expectations for inflation do rise, that is going to be a change from years past. There’s going to be an opportunity to make medical progress ...
Global supply chains are still very impacted by COVID-19. Large branded food and household product companies are seeing inflation as it relates to groceries. Faircloth: Staples companies in a better position to pass through higher prices. For further details see: What Fo...
The US recovery is gaining momentum as the country reopens parts of its economy — boosted by government stimulus and vaccine rollouts. The impact of the global pandemic opened up new opportunities for equity investors. While growth stocks outperformed over much of the last ...
According to PYMNTS’ latest national consumer study fielded earlier in May, which surveyed a representative sample of roughly 2,300 adults, 17% of all consumers reported using digital platforms such as Instacart to order and pay for groceries instead of going to the grocery store t...
In both the April CPI and PPI reports, the Bureau of Labor Statistics seemed to be using language like “largest increase/advance since…” on multiple occasions. Following the inflation fireworks, the markets received two different reports that are directly related ...
At first glance, April’s retail sales report looks like another Big Miss. The big jump in March didn’t get taken back. A gain of another 4 to 6 million jobs, to close to the pre-pandemic peak, is quite possible. For further details see: April Retail Sales '...
Diversification remains key. Flexible strategies can also take advantage of a more uncertain yield and spread environment. We continue to find reasonable opportunity in both public and private credit markets. We find value in non-agency mortgages and prefer cyclicals to growth sto...
Total nonfarm payrolls rose by +916,000 in March, well above consensus forecasts. ISM Manufacturing rose to its highest level since 1983. Consumer confidence surged to its best showing since last March. For further details see: Going Out Like A Lion
Taiwan accounts for approximately 65% of the world's semiconductor production, but the worst drought in 50 years is proving to be very challenging to semiconductor production, which requires a lot of water. Another industry crisis is expected to be the lithium battery shortage. Ma...