Insights - retail sales

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Supply stops US production, but that's not the stagnation story

25 Oct 2021 - Steven Blitz

Global supply constraints reversed US production growth in September; excess global supply has stagnated US production. Current constraints will ease, and so too related price hikes, as transportation and production.

#Federal Reserve #US Economy #Retail Sales

Can the world rebound from the Covid-19 recession?

01 Sep 2020 - Dario Perkins

The COVID-19 economic collapse was unlike anything we have seen before. This was not your classic recession. Yet it was actually easy to forecast. Given the nature of the shock – especially lockdowns and social.

#Recession #Covid19 #Unemployment #Retail Sales

Retail boosted by equities, not $600

17 Aug 2020 - Steven Blitz

The $600 top-up in unemployment benefits is critical for those getting the funds, but its absence means less to overall retail spending than many opine. More critical to the revival in retail spending is the recovery in.

#Equities #Covid19 #Unemployment #Retail Sales

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