retailsales
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. The Fed still thinks they have to raise rates a little bit more, but that is not a given. FOMC DissentThe FOMC statement did not change much from its previous statement in November. However, the Fed lowered its economic growth outlook, which is dovish, but then raised its famous “dot pot” is for the federal funds rate to rise to 5.1%, up from 4.6% back in September, which is hawkish. Q3 2022 hedge fund letters, conferences and more The Fed also plans on continuing to reduce its balance sheet. However...
ValueWalk
Retail sales volumes fell 0.5% between April and May.Food stores drove the drop in sales – falling 1.6%. They’re now 2.4% below their pre-pandemic levels.The amount we spent was up 0.6% in May, up 5% in a year, and up 13% from February 2020 – before the pandemic hit.Q1 2022 hedge fund letters, conferences and more Squeezed Shoppers Tighten Belts“Squeezed shoppers tightened their belts in May, as the horror of April’s rising bills swallowed a much bigger slice of their income, and kept their appetite for spending under control. Meanwhile, rising shop prices, especially for food (food inflation ...
ValueWalk
In hisDaily Market Notes report to investors, while commenting on PPI, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more Brick In the WallThe Wall of Worry has added a few bricks of uncertainty around inflation, monetary policy, Ukraine, masking and pandemic cases. All these factors are crowded into the front burners for investors as this week begins. This morning, Fed Governor Jim Bullard claimed backpedaling now by the Fed on tightening policy in the face of the highest inflation numbers in 40 years would threaten the credibility of the Fed, and resulted in interest rat...
ValueWalk
Retail sales surge by 11.9% in January according to the BRC-KPMG Retail Sales Monitor.Barclaycard survey shows 9 out of 10 are worried about cost of living squeeze.3 out of 10 say they will spend less on discretionary goods.Signs that the hospitality spend is starting to rebound according to the ONS.Q4 2021 hedge fund letters, conferences and more Surge In Retail Sales"There was a celebratory ring to spending in January, with shoppers splurging in a relief rally for bricks and mortar stores. Compared to the dismal situation last year, at the depths of the lockdown, and Omicron’s shock to the s...
ValueWalk
Retail sales volumes rose by 0.8% in October 2021, with volumes 5.8% higher than their pre-coronavirus levels (COVID-19).Q3 2021 hedge fund letters, conferences and more Retail sales were revised upwards from a fall of 0.2% between August and September to be unchanged.Non-food stores was the main retail sector that saw a rise in sales volumes, increasing by 4.2% in October 2021.Clothing stores reported an increase of 6.2% over the month with feedback from some retailers suggesting that early Christmas trading had boosted sales.Clothing stores sales volumes in October 2021 were only 0.5% below ...
ValueWalk
In hisDaily Market Notes report to investors, while commenting on unemployment claims, Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more Consolidation PhaseThere seems to be a hesitancy in the market as we get to the end of the earnings season despite the overall very strong results in general. This week, retailers posted very strong results and eased concerns that Christmas will be weak due to poor inventory due to logistics issues. Now that there are no more serious positive earnings announcements to look forward to, the market appears to be in a short-term consolidatio...
ValueWalk
In hisDaily Market Notes report to investors, while commenting on the price of oil and bitcoin, Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more Right on schedule, stocks are rising on the strength of early earning results, this morning by Goldman's beat of over 40% above EPS estimates. Bonds yields are grinding slightly higher - Treasuries, Investment grade corporates, and High Yield too - as concerns that inflation is more than transitory has been stated by CEOs of most major banks reporting this week. Oil And Bitcoin SurgingCrude oil continues to move beyond $80 and B...
ValueWalk
Retail sales volumes fell 2.5% between June and July, but were up 5.2% in the three months to July and are 5.8% above their pre-pandemic February 2020 levels.Q2 2021 hedge fund letters, conferences and more Food store volumes fell 1.5% compared to June, as the Euros effect passed.Sales volumes of clothing and household goods both fell 2%.Sales volumes in non-food stores fell 4.4% from June.Petrol sales fell 2.9%, the first fall since February, as the miserable weather put us off going anywhere. They’re now 6.7% below the February 2020 pre-pandemic level.The share of spending online rose back u...
ValueWalk
Retail sales – food sales sizzled in June as the Euros took over screens, while spending wanes later in July Q2 2021 hedge fund letters, conferences and more Retail sales volumes rose 0.5% between May and June 2021.Food sales volumes rose 4.2% compared to May, as spending around the Euros boosted trade.Sales of clothing fell by 4.8% and sales in household goods stores was down 10.9%.Retail sales volumes were 12.2% higher in the three months to the end of June 2021, compared to the previous three months.Non-food stores reported a fall of 1.7% in sales volumes in June 2021 compared to May 2021,R...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら