Calculated Risk

JUNE 16, 2025

Tomorrow's Retail Sales data is capable of causing volatility in either direction, depending on the outcome. 30 year fixed 6.91% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for May is scheduled to be released. 30 year fixed 6.91% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for May is scheduled to be released.

Retail

Calculated Risk

APRIL 15, 2025

At 8:30 AM, Retail sales for March is scheduled to be released. increase in retail sales. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. The consensus is for a 1.3% The consensus is for a 0.3%

Retail

Wealth Management

JUNE 24, 2025

Vanguard ETFs, which are typically used by retail investors, account for 37% of net flows so far this year, compared to 27% in the last two calendar years.

Retail

Calculated Risk

APRIL 16, 2025

On a monthly basis, retail sales increased 1.4% retail and food services sales for March 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $734.9 This graph shows retail sales since 1992. Retail sales ex-gasoline was up 1.7% percent from March 2024.

Retail

Wealth Management

JUNE 9, 2025

RBC, Stifel and TD Ameritrade were also among the settling firms. They charged about $19 million when processing small-dollar equity transactions and trades.

Retail

Wealth Management

JULY 30, 2025

are accelerating their push to offer private assets to retail investors, unveiling plans for a fund that combines traditional US stocks with private equity. The new Capital Group KKR US Equity+ fund would invest roughly 30% of assets in K-PEC, an existing KKR private equity fund sold to wealthy retail clients.

Retail

Calculated Risk

JANUARY 6, 2025

Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High A brief excerpt: From Moodys Analytics Economists: Multifamily Continued to Defy the Supply Shock, Offices Vacancy Rate Broke Another Record, Retail Rents Drift Higher with Tight Supply, And Industrial Maintains (..)

Retail

Calculated Risk

NOVEMBER 1, 2024

Unemployment Rate Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November. Here is a graph that shows the historical net retail jobs added for October, November and December by year. This graph really shows the collapse in retail hiring in 2008.

Retail

Calculated Risk

APRIL 4, 2025

Employment also increased in retail trade, partially reflecting the return of workers from a strike. From the BLS: Employment Situation Total nonfarm payroll employment rose by 228,000 in March, and the unemployment rate changed little at 4.2 percent, the U.S. Bureau of Labor Statistics reported today. Federal government employment declined.

Transportation

Calculated Risk

NOVEMBER 8, 2024

From BofA: Next week, we will initiate our 4Q GDP tracker with the October retail sales print and Oct industrial production and Sep business inventories. We're performing better than all of our global peers. Ultimately, if you look at the U.S. economy, its performance has been very good." percent on November 7, up from 2.4

Retail

Calculated Risk

FEBRUARY 8, 2025

The key reports this week are January CPI and Retail sales. 11:00 AM: NY Fed: Q4 Quarterly Report on Household Debt and Credit -- Friday, February 14th -- 8:30 AM: Retail sales for January is scheduled to be released. The consensus is for a no change in retail sales. This graph shows retail sales since 1992.

Retail

Advisor Perspectives

JULY 24, 2025

reported a 25% jump in distributable earnings for the second quarter, buoyed by profits from its retail and evergreen funds. Blackstone Inc.

Retail

Calculated Risk

NOVEMBER 13, 2024

Other balances, which include retail cards and other consumer loans, were effectively flat, with a $2 billion increase. HELOC balances increased by $7 billion, representing the tenth consecutive quarterly increase since Q1 2022, and stood at $387 billion. Credit card balances increased by $24 billion to $1.17

Economics

Wealth Management

JUNE 26, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

Financial Advisor

Calculated Risk

JANUARY 24, 2025

Usually imports peak in the July to October period as retailers import goods for the Christmas holiday and then decline sharply and bottom in the Winter depending on the timing of the Chinese New Year. Outbound traffic decreased 0.5% compared to the rolling 12 months ending the previous month.

Retail

Calculated Risk

FEBRUARY 20, 2025

Usually imports peak in the July to October period as retailers import goods for the Christmas holiday and then decline sharply and bottom in the Winter depending on the timing of the Chinese New Year. Outbound traffic was unchanged compared to the rolling 12 months ending the previous month.

Retail

Calculated Risk

JULY 12, 2025

The key reports this week are June CPI, Retail Sales and Housing Starts. 8:30 AM: Retail sales for June is scheduled to be released. increase in retail sales. This graph shows retail sales since 1992. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). increase in core CPI.

Retail

Calculated Risk

MARCH 15, 2025

The key reports this week are February Retail sales, Housing Starts and Existing Home Sales. increase in retail sales. This graph shows retail sales since 1992. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). The FOMC meets this week, and no change to policy is expected.

Retail

Wealth Management

AUGUST 8, 2025

Related: Private Credit Goes Big on Open-Ended Funds to Lure Retail Cash In April, the firm announced it would launch Yieldstreet 360 Managed Portfolios—a service in which it will build and manage diversified private markets portfolios across private credit, private equity, real estate and venture capital.

Marketing

Nerd's Eye View

JUNE 27, 2025

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

Financial Planner

Calculated Risk

JANUARY 28, 2025

The share of loans that were delinquent increased for some property types, particularly office, lodging, retail, and multifamily. The balance of commercial mortgages that are not current increased slightly in the fourth quarter of 2024. Delinquencies decreased for industrial properties. at the end of last quarter.

Retail

The Big Picture

NOVEMBER 27, 2024

I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. It should be both robust and boulder-proof. Never confuse opinion marketing with actual, useful information. ~~~ Give thanks this weekend! Count your blessings.

Economy

Calculated Risk

APRIL 8, 2025

On the commercial side, weaker planning activity for warehouses, data centers and retail stores drove this months decline. While planning data has weakened across most nonresidential sectors this month, activity remains considerably higher than year-ago levels and still suggests steady construction activity in mid-2026.

Healthcare

Advisor Perspectives

JUNE 9, 2025

Retail traders using sophisticated quantitative strategies are starting to have a surprising and noticeable impact on financial prices.

Retail

Wealth Management

JULY 2, 2025

RFG Advisory Launches Suite of Active ETFs Jun 25, 2025 fund flows ETFs global investing data ETFs Retail Investors Power US ETF Flows Past $500B in 2025 Despite Macro Risks Retail Investors Power US ETF Flows Past $500B Jun 24, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Planning

Wealth Management

JUNE 10, 2025

Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. These are among the investment must reads we found this week for financial advisors.

Investing

Wealth Management

JUNE 27, 2025

Listen to The WealthStack Podcast series You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth Jun 27, 2025 Carlyle Group (..)

Estate Planning

Wealth Management

AUGUST 8, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all LPL Financial IBD More Top Executives Exit Atria in Wake of LPL Integration More Top Executives Exit Atria in Wake of LPL Integration by Diana Britton (..)

Estate Planning

Calculated Risk

MAY 19, 2025

Usually imports peak in the July to October period as retailers import goods for the Christmas holiday and then decline sharply and bottom in the Winter depending on the timing of the Chinese New Year. Outbound traffic decreased 0.3% compared to the rolling 12 months ending the previous month.

Retail

Calculated Risk

JUNE 14, 2025

The key reports this week are May Retail Sales and Housing Starts. up from -9.2. -- Tuesday, June 17th -- 8:30 AM: Retail sales for May is scheduled to be released. decrease in retail sales. This graph shows retail sales since 1992. The consensus is for a reading of -6.0, The consensus is for a 0.5%

Retail

Calculated Risk

AUGUST 9, 2025

The key reports this week are July CPI and Retail Sales. increase in core PPI. -- Friday, August 15th -- 8:30 AM: Retail sales for July is scheduled to be released. increase in retail sales. This graph shows retail sales since 1992. 8:30 AM: The Consumer Price Index for July from the BLS. The consensus is for a 0.2%

Retail

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner

Wealth Management

JUNE 26, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

Clients

Advisor Perspectives

AUGUST 5, 2025

.’s asset management arm is partnering with Dutch online broker Bux to sell its active exchange-traded funds in customized model portfolios, as the Wall Street giant looks to break further into Europe’s retail market.

Retail

Calculated Risk

MARCH 19, 2025

Usually imports peak in the July to October period as retailers import goods for the Christmas holiday and then decline sharply and bottom in the Winter depending on the timing of the Chinese New Year. Outbound traffic decreased 0.8% compared to the rolling 12 months ending the previous month.

Retail

Validea

APRIL 4, 2025

The recent market sell-off, driven by rising tariff concerns and economic uncertainty, has significantly impacted retail and consumer-facing stocks. Using Valideas Guru Stock Screener, we’ve identified a number of quality retail stocks trading at that have declined significantly. Apparel Abercrombie & Fitch Co. Genesco Inc.

Retail

Trade Brains

NOVEMBER 6, 2024

It offers a range of banking services, including retail, corporate, and wealth management. Titan is a dominant player in India’s lifestyle and luxury segments, continuing to grow through its retail presence and diverse offerings. Share Price: The shares of Hindustan Unilever are trading at Rs. 3,188 down 1.3%

Banking