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Retail as a Service

The Big Picture

The resulting impact on CRE land and liabilities is a risk factor for the banking sector, and potentially a threat to the broader economic system. I want to float a new concept to CRE owners: Retail as a Service (RaaS). Not just the upper floors that tenants rented, but the ground floor retail as well.2

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Research links: retail options trading

Abnormal Returns

(institutionalinvestor.com) Are Google data useful for economic forecasting? papers.ssrn.com) Retail options trading is a net loser. econbrowser.com) Research Does international diversification still work? tandfonline.com) Value stocks still have room to outperform. mrzepczynski.blogspot.com) Bitcoin has not become 'digital gold.'

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Fed's Beige Book: "Economic activity increased slightly"

Calculated Risk

Fed's Beige Book Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Consumer spending, particularly on retail goods, inched down in recent weeks.

Economics 113
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The Big Four Economic Indicators: Real Retail Sales Down 0.1% in August

Advisor Perspectives

Month-over-month nominal retail sales in August were up 0.6% However, after adjusting for inflation, real retail sales were down 0.1% and up 2.47% year-over-year. MoM and down 1.19% year-over-year.

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Consumers Step Up Purchases With a Splurge of Retail Sales Spending

Mish Talk

Advance Retail Sales from Census Department, chart by Mish. Advance Retail Sales Today, the Commerce Department released Advance Retail Sales Data for October. retail and food services sales for October 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes , were $694.5

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U.S. stocks open lower on strong retail sales

MarketWatch

stock indexes opened lower on Wednesday after January retail sales number came in higher than expected, a sign that the U.S. economic growth picked up at the start of the year despite increased rate hikes by the Federal Reserve to tame inflation. retailers jumped 3% in January, topping the 1.9% The S&P 500 was off 0.6%

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Solid Holiday Retail Sales Forecasts

Calculated Risk

Here are two holiday retail sales forecasts. Holiday retail sales have averaged an increase of 4.9% Here is a graph from the NRF showing the year-over-year change in retail sales in November and December (ex-automobile dealers, gasoline stations and restaurants). billion and $960.4 billion and $960.4 over 2020 and totaled $889.3

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