retail sales

The Trade War Just Started

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With the US stock market near its all-time high and having a solid year, it’s easy to miss out on the global growth deceleration. The global economy is by no means terrible, but it has seen deceleration as the global synchronized growth narrative disappeared, with emerging markets feeling a significant…CONTINUE READING

Optimism Doesn’t Match Economic Growth

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In this article we will be showing various data points from different perspectives. We like to give you all the information to make the best possible decisions. The goal isn’t to push any narrative, political agenda, nor market perspective. The value provided is helping you understand the details behind various…CONTINUE READING

Retail Sales Per Capita Tells The Real Story…

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Headlines skew reality because the media’s goal is to generate attention, not get the specifics of stories correct. This isn’t to say all or even most journalism is bad; it’s simply that journalists don’t think like investors and headlines aren’t always accurate. It’s easy to misinterpret trends if you read…CONTINUE READING

U.S. Economy Ramps While Global Growth Decelerates

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The longer American growth outperforms other international nations in rate of change terms, the more likely it is that the tax cuts, fiscal spending boost, and regulation reform are catalyzing the accelerated expansion. The US economy started improving in the second half of 2016 and has continued its momentum since…CONTINUE READING

A Big Tail Risk In Strong Dollar Environment

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The media has been focused on the Turkish economy which has been sputtering lately, leading to a currency crisis. The word ‘contagion’ has become overused by the media since Turkey is such a small part of the economy. Turkish stocks are only 0.05% of the MSCI all world index. The…CONTINUE READING

Physical Retail Stores Are Not Becoming Extinct

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Most of the articles that discuss the latest changes in retail talk about an apocalypse for physical stores at the hands of online shopping. This is ‘drive by’ analysis that misses the whole point. There are big changes in the way consumers are shopping; simply using the increase in online…CONTINUE READING

Rate Of Change: Is The US Economy Slowing Down?

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Firstly, what is the rate of change? The rate of change (ROC) is the percentage change in value that a variable changes over a defined period of time. ROC is often used when attempting to understand the trajectory or trend in which a certain variable is moving in. Take a look at this…CONTINUE READING