Calculated Risk

JANUARY 5, 2024

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 71,000, combined. Unemployment Rate Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November.

Retail 114

Retail Numbers Economics Manufacturing 114

Calculated Risk

NOVEMBER 3, 2023

The headline jobs number in the October employment report was below expectations, and employment for the previous two months was revised down by 101,000, combined. Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November. million jobs.

Retail 130

Retail Numbers Economics Manufacturing 130

Calculated Risk

JANUARY 6, 2023

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 28,000, combined. Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November. million jobs.

Retail 145

Retail Numbers Economics Manufacturing 145

Calculated Risk

NOVEMBER 4, 2022

The headline jobs number in the October employment report was above expectations, and employment for the previous two months was revised up by 29,000, combined. Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November. million jobs.

Retail 141

Retail Numbers Economics Manufacturing 141

Nationwide Financial

JUNE 13, 2023

Coming off the blowout jobs report and the debt ceiling agreement, last week was a slower week for economic data. Given the Fed’s guidance, we expect them to hold rates unchanged on Wednesday, but retain a hawkish bias which opens the door to a July rate hike if economic activity and namely inflation do not cool sufficiently.

Economics 52

Economics Manufacturing Retail Sales 52

Calculated Risk

DECEMBER 2, 2022

The headline jobs number in the November employment report was above expectations, however employment for the previous two months was revised down by 23,000, combined. Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November. million jobs.

Retail 127

Retail Numbers Economics Manufacturing 127

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Fast forward 12 months and not only did we not have a recession, but economic growth has accelerated over the past quarter and is showing strong momentum as we head into 2024.

Marketing 143

Marketing Marketing Economy Retail 143

Fortune Financial

MARCH 7, 2024

The greatest and most immediate impact, however, was economic; researchers at the University of California, San Diego estimate that for every $1 put into building the interstate highway system, $1.80 was returned in greater economic activity. It reduced regional fragmentation as distances became shorter.

Retail 141

Retail Distribution Financial Advisor Manufacturing 141

The Big Picture

NOVEMBER 7, 2022

When I put together my list of what was to blame for inflation , corporate profit-seeking was number (13 of 15). Traditional economic consensus used to be inflation occurred when too many dollars chased too few goods. Economic Policy Institute, April 21, 2022). That was June; we now have a lot more data.

Economics 333

Economics Economy Retail Numbers 333

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned." pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Nationwide Financial

MARCH 13, 2023

March 15: Retail Sales Retail sales likely to retreat in February Following the large 3.0 percent spike in retail sales in January, we look for retail sales to retrench 0.4 However, even excluding autos and gasoline, retail sales should slip 0.2 percent to 5.4 percent, while the core PPI pace would slow from 5.4

Economics 52

Economics Retail Sales Food 52

The Big Picture

FEBRUARY 17, 2023

Most economic downturns hit lower-income Americans hardest, but this time is different. They have each other’s phone numbers. January retail surge: finding the signal in the noise Source: BofA Sign up for our reads-only mailing list here. My end-of-week morning train WFH reads: • It’s a Richcession, Not a Recession.

Math 281

Math Advertising Food Retail 281

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 222

Clients Management Accounting Economics 222

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 200

Clients Management Accounting Economics 200

Nationwide Financial

AUGUST 22, 2022

A divergence continues to exist between the allocation to equities by retail and institutional investors. The report on retail sales showed consumers are still spending, but at a slower pace, and are shifting their budget to necessities versus discretionary purchases, reinforcing the tone from retail executives. What to Watch.

Marketing 98

Marketing Marketing Retail Budgeting 98

Zoe Financial

MARCH 11, 2024

Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). January numbers were sharply revised down from 353,000 to 229,000. Retail sales. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 40

Marketing Marketing Taxes Economics 40

Mish Talk

DECEMBER 16, 2022

Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies. Fall & Winter Double Issue With that background please consider the Philadelphia Fed Fall & Economic Insights Winter Double Issue for 2022 Q3 and Q4, emphasis mine. Retail Sales Evidence Food Service: +0.9

Food 361

Food Sales Retail Economics 361

The Big Picture

DECEMBER 19, 2022

My back-to-work morning train WFH reads: • Why Hot Wheels are one of the most inflation-proof toys in American history : Hot Wheels are a retail oddity. Sustainability by numbers ). • El-Erian; the firm is a sponsor of the Greenwich Economic Forum. We need to reframe the narrative from doom and sacrifice, to one of opportunity.

Retail 143

Retail Management Economy Economics 143

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2014 5 0.14 2015 21 1.63 2016 26 3.18 2017 36 8.06 2018 24 3.71

Numbers 64

Numbers Retail Startup Investing 64

Mish Talk

NOVEMBER 7, 2022

Retail and E-Commerce: Consumers will be looking for the best deals and making compromises so they can keep their holiday spending in check. While that may have previously been good for Black Friday retailers, less than half of shoppers plan to to take advantage of the sale event. Want another food suggestion?

Food 279

Food Budgeting Consulting Retail 279

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. Industry Overview India continues to remain a bright spot in the global economic landscape. According to the economic survey, real GDP growth is forecasted to reach 6.5% in FY23 from 23.0%

Planning 59

Planning Financial Services Retail Distribution 59

Walkner Condon Financial Advisors

FEBRUARY 2, 2024

Basically, it means that present economic realities do not match up with what they expect to happen in the future. My Density Has Brought Me to You” – Retail Sales, Not Bad but Not Great Treating the COVID period as an outlier, retail sales are growing, albeit slowly, and are off the flat trend rate we saw in early 2023.

Retail 45

Retail Manufacturing Financial Advisor Sales 45

Nationwide Financial

MAY 22, 2023

Sentiment indicators continue to reflect substantial bearishness among retail and institutional investors, economists, and Wall Street strategists. The caveat, of course, is the heavy reliance on a small number of big tech names. First-quarter earnings season has mostly concluded, with a wave of retail earnings this week.

Marketing 52

Marketing Marketing Economics Retail 52

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% 6 This Week: Key Economic Data Tuesday: PMI Composite. Dependents who have individual taxpayer identification numbers.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

JANUARY 30, 2023

Wall Street strategists are also notably bearish, with the average estimate for the year-end S&P 500 below the current level, indicating that those numbers could be revised higher, the market is ahead of itself, or a combination of the two. A 5% decline in earnings on 4% sales growth reflects significant margin pressure.

Economics 59

Economics Retail Economy Transportation 59

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. The bond yields continue to rise for the treasury market.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. According to the FY23 report, the total number of employees was 27,517. Segment Analysis In FY23, Treasury accounts for 19% of revenue, Corporate and Wholesale Banking accounts for 37%, Retail Banking accounts for 42%, and Other Banking Operations accounts for 3% of revenue.

Banking 104

Banking Planning Accounting Retail 104

Zoe Financial

FEBRUARY 12, 2024

Coming up next week: January CPI numbers. Retail sales. Stay tuned for next week. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Investing Caffeine

DECEMBER 1, 2023

Source: Trading Economics Employment Strength Continues : The labor picture remains strong, as well. remains near record lows, the number of employed persons paints a similarly strong picture. In fact, the most recent GDP (Gross Domestic Product) figure for the 3 rd quarter came out at a blistering +5.2%

Economy 91

Economy CFP Economics Investing 91

Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Interest Rates: Federal Governor Michelle Bowman spoke on Friday as she said that inflation recent numbers do not signal a downward path yet.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Existing Home Sales.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. 4 Consumers Retrench Retail sales fell 1.1% Durable Goods Orders.

Marketing 59

Marketing Marketing Economics Taxes 59

Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Netflix rallied over 6% with better-than-expected earnings due to subscription numbers. We’ll see how economic activity’s looking for the month of January so far. Stay tuned for next week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Validea

JUNE 27, 2023

Housing is a cyclical industry, and this time around it remains “very well capitalized compared to prior economic cycles,” the managers write. Looking for companies that adapted to the pandemic limitations, Royce has found recreational marine companies, on both the retail and manufacturing sides, a particularly valuable niche.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 94

Marketing Marketing Taxes Economics 94

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. June retail sales and housing market data. Nasdaq was up 3.3%. Up 35% year-to-date. Stay tuned for next week. Have a good one.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Cornerstone Financial Advisory

AUGUST 28, 2023

1,2,3 Stocks Manage Gains Stock rallied on Monday on upbeat sentiment over the earnings release from a mega-cap semiconductor company scheduled for mid-week, only to see that momentum fizzle the following day on weak retail earnings and a credit downgrade of a handful of banks. This Week: Key Economic Data Tuesday: Consumer Confidence.

Marketing 52

Marketing Marketing Economics Taxes 52