Weekly Report: what happened at PEZ last week (0415-0419)?

Consumers Binge Despite Higher Interest Rates, And The Fed Watches Them Nervously

Retail sales in March increased by 0.7% seasonally adjusted, with a year-over-year jump of 4.0%. Total retail sales jumped 10.1% in March from February to $712 billion. Ecommerce, food services, and general merchandise retailers were the biggest drivers of growth.

U.S. Retail Sales Rack Up Solid March Numbers

U.S. Retail sales smashed expectations in March, with total sales up 0.7% and ex-autos up 1.1%. Non-store retailers and bars and restaurants saw the biggest year/year increase. Five out of the 10 consumer-related industries have turned positive. The latest retail sales data reflects strong consumer buying.

U.S. Household Spending Holds Firm

Retail sales beat all expectations. US retail sales rose a very robust 0.7% month-on-month in March versus 0.4% expected. With jobs, inflation, and activity all beating expectations, the Federal Reserve is in no position to cut interest rates. We expect spending and inflation to slow, but the Fed won't be contemplating rate cuts.

Weekly Report: what happened at PEZ last week (0408-0412)?

Weekly Report: what happened at PEZ last week (0401-0405)?

Weekly Report: what happened at PEZ last week (0325-0329)?

Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull: Corporate Profits By Major Industry

Home Market Outlook Economy Analysis Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull. Corporate pre-tax profits in all non-financial domestic industries combined jumped by 5.6% in Q4 from Q3. The spike in profitability in inflationary times is a sign that companies hiked prices much faster than their costs.

What Shifting Expectations About The Fed's Next Move Could Mean For Markets

Home Investing Strategy Portfolio Strategy What Shifting Expectations About The Fed's Next Move Could Mean For Markets. Anna Castro, Managing Director and Head of Retail Asset Allocation at TD Asset Management says what's important isn't the timing of a rate cut, but whether you remain invested. Inflation, interest rates and the markets.

Weekly Report: what happened at PEZ last week (0318-0322)?

Watching For A Weakening Consumer

The consumer accounts for nearly 70% of U.S. GDP. Since September of last year the overall level of retail sales has stalled. Credit card debt has increased significantly since the pandemic ended. Charge-offs and delinquency in credit card debt is reaching levels seen at the start of prior recessions. The elevated charge-off rate may be a canary in the coal mine.

Weekly Report: what happened at PEZ last week (0311-0315)?

Weekly Report: what happened at PEZ last week (0304-0308)?

Weekly Report: what happened at PEZ last week (0226-0301)?

Consumers Will Continue Spending In 2024

Looking Ahead To U.S. Economic Data For February

Home Market Outlook Economy Analysis Looking Ahead To U.S. Economic Data For February. Recent economic data has raised doubts about the timing for the arrival of a dovish policy bias. The January consumer inflation report was hotter than expected, pushing expectations for a rate cut further ahead. Retail sales are projected to recover in February.

Weekly Report: what happened at PEZ last week (0219-0223)?

Walmart And Total Ecommerce Sales In The U.S.

Q4 2023 U.S. Retail Preview: Retailers Had A Jolly Holiday Season

The LSEG U.S. Retail and Restaurant Q4 earnings index is expected to show a 33.7% growth over last year’s levels. The Broadline Retail sector is headed for the highest earnings growth rate in the fourth quarter of 2023. Amazon already recorded the strongest growth rate of 3,233.3%.

Weekly Report: what happened at PEZ last week (0212-0216)?