Calculated Risk

DECEMBER 20, 2023

At the end of each year, I post Ten Economic Questions for the following year (2023). My guess is multi-family starts will decline in 2023 as rents soften and as the record number of housing units under construction are completed. percent year-over-year and the October PCE price index, excluding food and energy, increased 3.5

Economics 73

Economics Sales Economy Food 73

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. in November and a wide gap between the number of job openings and unemployed persons seeking work, roughly two-to-one, according to the most recent data release. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

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. The headline print for May will likely be weaker due to the decline in gas prices and gradual softening in food inflation. What we’re watching this week: (pg. We expect a modest 0.1 percent rise in the overall CPI.

Economics 52

Economics Manufacturing Retail Sales 52

The Big Picture

JULY 25, 2022

Will the economic slowdown continue into 2023? There are other worrisome changes in consumer behavior: Two Wall Street Journal columns reported that a widespread switch towards cheaper store brands and less expensive names is already pressuring consumer food, beer and tobacco companies. Will the economic slowdown continue into 2023?

Economy 345

Economy Economics Engineering Food 345

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

The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. By any measure, we still have an enormous number of unfilled positions. It’s just off the peak, but still extremely high by any measure.

Medicine 330

Medicine Numbers Food Insurance 330

Calculated Risk

SEPTEMBER 14, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, September 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 122

Retail Manufacturing Sales Food 122

The Big Picture

FEBRUARY 17, 2023

Most economic downturns hit lower-income Americans hardest, but this time is different. A flair for comfort food is understandably a requisite skill for any chef working in this environment. ( They have each other’s phone numbers. My end-of-week morning train WFH reads: • It’s a Richcession, Not a Recession.

Math 287

Math Advertising Food Retail 287

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 Economics Retail 361

Calculated Risk

OCTOBER 12, 2024

The key economic reports this week are September Retail Sales and Housing Starts. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Friday, October 18th -- 8:30 AM: Housing Starts for September.

Retail 62

Retail Manufacturing Sales Food 62

Calculated Risk

JULY 13, 2024

Rubenstein, Chairman of the Economic Club of Washington, D.C. -- Tuesday, July 16th -- 8:30 AM: Retail sales for June is scheduled to be released. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline).

Retail 70

Retail Manufacturing Sales Food 70

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances. “They spend more. they’re more likely to get premium kibble.

Food 95

Food Budgeting Financial Advisor Economics 95

Nationwide Financial

MAY 24, 2023

Last week’s economic data showed a rebound in retail sales, suggesting that consumer activity remains strong amid solid job and wage gains. May 26: PCE Price Index PCE Price Index is expected to rise Personal consumption expenditures (PCE) inflation continued to ease in March, reflecting decreases in energy prices and food inflation.

Economics 52

Economics Retail Sales Food 52

The Big Picture

AUGUST 6, 2022

It’s the intersection of business, people, psychology, sociology, and numbers. We empathize with animals — after all, we are animals ourselves — but we’re also hardwired to seek calorie-dense, energy-rich foods. . • Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do.

Engineering 284

Engineering Economics Food Banking 284

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 105

Marketing Marketing Economics Taxes 105

Nationwide Financial

MARCH 13, 2023

food and energy) likely popped 0.5 At the core level (excluding food and energy) PPI should rise 0.4 Despite the strong 311,000 gain in net new jobs in February, the average number of hours worked by employees fell a 0.1 What we’re watching this week: (pg. percent in February, but slower than the 0.5 percent rise in January.

Economics 52

Economics Retail Sales Food 52

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 286

Numbers Insurance Economy Marketing 286

Calculated Risk

APRIL 13, 2024

This graph shows the year-over-year change in retail sales and food service (ex-gasoline) since 1993. Retail and Food service sales, ex-gasoline, increased by 2.0% Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, April 16th -- 8:30 AM ET: Housing Starts for March.

Retail 62

Retail Manufacturing Food Sales 62

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks. Housing Market Index.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 20, 2024

Strong earnings and beating expectations: positive surprises in the number of companies and the magnitude of earnings, well above their ten-year average. Core CPI (excludes food & energy): the market’s looking for a tick down from 3.8% Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 12, 2024

Strong earnings and beating expectations: positive surprises in the number of companies and the magnitude of earnings, well above their ten-year average. Core CPI (excludes food & energy): the market’s looking for a tick down from 3.8% Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

AUGUST 10, 2024

For manufacturing, the Industrial Production report will be released. -- Monday, August 12th -- No major economic releases scheduled. -- Tuesday, August 13th -- 6:00 AM ET: NFIB Small Business Optimism Index for July. The key reports this week are July CPI, Retail Sales and Housing Starts. The consensus is for a 0.2% increase in PPI, and a 0.2%

Retail 70

Retail Manufacturing Sales Food 70

Carson Wealth

OCTOBER 14, 2024

month over month while core CPI (excluding food and energy) rose 0.3%. The elevated core numbers are due to lagging shelter inflation within official data (shelter makes up 44% of core CPI). I don’t know how you can look at these numbers and still say inflation is a problem. Headline CPI rose 0.2% Headline readings above 0.2%

Marketing 95

Marketing Marketing Numbers Food 95

Carson Wealth

MARCH 18, 2024

LET’S TALK ABOUT BREADTH Increasingly, the market’s strength includes more than a small number of stocks. However, we saw it differently after taking a closer look at the numbers. The good news is that the contribution from food prices (bright red bar) has also shrunk significantly. Headline CPI inflation did rise 0.4%

Food 96

Food Marketing Marketing Economy 96

Trade Brains

SEPTEMBER 30, 2023

Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally. are required for the production of energy, food, clothing and other required products, that forms the basis of a globally growing economy.

Economics 119

Economics Food Manufacturing Government 119

Calculated Risk

OCTOBER 14, 2023

The key economic reports this week are September Retail Sales, Housing Starts and Existing Home sales. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). The consensus is for a reading of -1.5, The consensus is for a 0.2% increase in retail sales. This graph shows retail sales since 1992.

Retail 62

Retail Manufacturing Sales Economics 62

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. Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. from a year ago.

Marketing 105

Marketing Marketing Taxes Economics 105

Zoe Financial

JULY 15, 2024

Economic Updates: CPI index did better than expected. Thursday: Core CPI (excludes food & energy) hit 3.3% CPI number gives the Fed some credibility that they can lower interest rates later this year. 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

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances. “They spend more. they’re more likely to get premium kibble.

Food 52

Food Budgeting Financial Advisor Economics 52

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Financial Advisor Portfolio 131

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent.

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

NOVEMBER 12, 2022

The key economic reports this week are October Retail Sales, Housing Starts and Existing Home sales. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for a reading of -7.0,

Retail 97

Retail Manufacturing Sales Food 97

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Giving an incorrect account number can delay your refund even further. News of unemployment remaining steady at 3.7%

Marketing 98

Marketing Marketing Taxes Economics 98

Abnormal Returns

MAY 20, 2023

fastcompany.com) Food America's snacking habit seems to have no end. brookings.edu) States are providing free college educations to increase the number of trained teachers. abnormalreturns.com) Podcast links: the economics of innovation (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Education 130

Education Financial Advising Media Food 130

Abnormal Returns

OCTOBER 15, 2022

scientificamerican.com) Gray whale numbers are in decline. scientificamerican.com) Food Consumers are trading down when it comes to groceries. cnn.com) On the economics of the Costco ($COST) rotisserie chicken. (nextbigideaclub.com) Should we be digging up deep sea beds in search of minerals?

Financial Advising 130

Financial Advising Transportation Media Food 130

Calculated Risk

JANUARY 14, 2023

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. . -- Wednesday, January 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 104

Retail Manufacturing Sales Food 104

Nationwide Financial

AUGUST 22, 2022

Back-to-work oriented spending, such as transportation, food, and childcare are also surging, further challenging consumer budgets. Real wages have been negative for 16 straight months, forcing an increasing number of families to rely on credit cards for everyday spending. What to Watch.

Marketing 98

Marketing Marketing Retail Budgeting 98