Economics Economy Sales 
Mish Talk
NOVEMBER 25, 2022
The overall fall in activity was the second-fastest since May 2020 as inflation, rising borrowing costs and economic uncertainty weighed on demand. With the exception of the early stages of the pandemic, the decrease in total new sales was the sharpest since 2009.
Abnormal Returns
AUGUST 4, 2023
theatlantic.com) Cold drinks make up some 75% of Starbucks ($SBUX) sales. map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% bonddad.blogspot.com) The American economy is normalizing. economy has reached a new, post-pandemic phase. Hence the Hollywood strikes. unemployment rate.
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The Big Picture
JULY 29, 2022
The last time we looked at the State Coincident Indicators Index, all 50 States were in an economic expansion over the trailing 3 months. Taking rates to the 1.50%-1.75% range had some bite, and we see the impact of this higher cost of credit combined with inflation impacting the economy. Real wholesale + retail sales.
Mish Talk
NOVEMBER 29, 2022
Existing Home Sales Decline 9th Month, Down Another 5.9 Existing home sales from the National Association of Realtors via St. With the Fed rate hikes, Existing Home Sales Decline 9th Month, Down Another 5.9 Percent Existing Home Sales Crash Existing home sales are down 28.4% Existing home sales are down 31.7%
Calculated Risk
DECEMBER 28, 2022
Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). economy will perform in 2023, and if there are surprises - like in 2020 - to adjust my thinking. How much will the economy grow in 2023? Or will the economy lose jobs?
The Big Picture
OCTOBER 18, 2022
Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.
The Big Picture
AUGUST 8, 2022
Sales volumes and average prices for virtual land have plunged this year, part of a broader slide in crypto and non-fungible token prices. Corporate Stagflation Means Rising Sales With Flat Volumes It’s growth, but not healthy growth, and it doesn’t really help the economy. The Information ). • New York Times ). Businessweek ).
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