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Houses or Packaged Food, Anyone? Some Earnings Notes...
Ongoing consumer spending weakness and intensifying FX pressures among the themes
Dec 19, 2024
•
Adam Josephson
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Houses or Packaged Food, Anyone? Some Earnings Notes...
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CPG Trends Continue to Deteriorate
General Mills cut its fiscal 2025 guidance virtually across the board owing to higher price promotions
Dec 18, 2024
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Adam Josephson
5
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CPG Trends Continue to Deteriorate
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FDIC's 3Q Quarterly Banking Profile Highlights Banks' Increasing Exposure to NDFIs and Substantial Exposure to Fluctuations in Interest…
Loan growth to the real economy remains minimal
Dec 13, 2024
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Adam Josephson
2
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FDIC's 3Q Quarterly Banking Profile Highlights Banks' Increasing Exposure to NDFIs and Substantial Exposure to Fluctuations in Interest Rates
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Real Average Weekly Earnings Remain Stagnant Post-Pandemic
The divergence between earnings and household net worth continues to grow
Dec 11, 2024
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Adam Josephson
7
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Real Average Weekly Earnings Remain Stagnant Post-Pandemic
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How Much of the Growth in Health Care Spending is Coming From Medicare and Medicaid?
Answer: a lot
Dec 9, 2024
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Adam Josephson
2
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How Much of the Growth in Health Care Spending is Coming From Medicare and Medicaid?
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The Great Health Care Spending (and Jobs) Boom
A robust economy, at least for drugs and health care services
Dec 6, 2024
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Adam Josephson
5
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The Great Health Care Spending (and Jobs) Boom
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An Update on Bank Lending to the Real Economy, or the Lack Thereof
Flat isn't the new up
Dec 4, 2024
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Adam Josephson
5
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An Update on Bank Lending to the Real Economy, or the Lack Thereof
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November 2024
Whither Government Transfers, Which Have Propped Up Consumer Spending Post-COVID?
Even if the incoming administration doesn't cut Medicaid payments, consumer spending on all manner of discretionary items is likely to remain under…
Nov 30, 2024
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Adam Josephson
2
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Whither Government Transfers, Which Have Propped Up Consumer Spending Post-COVID?
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Health Care Accounts For ~50% of U.S. Consumer Spending Growth
Economic prosperity in the form of GLP-1 and other drug spending?
Nov 22, 2024
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Adam Josephson
4
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Health Care Accounts For ~50% of U.S. Consumer Spending Growth
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How Much Food Do You Sell, And To What Extent Do You Discount?
Examining the differences between Walmart's and Target's 3Q results
Nov 20, 2024
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Adam Josephson
4
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How Much Food Do You Sell, And To What Extent Do You Discount?
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Continued Trade Down Behavior and Rapid Prescription Drug Sales Growth Evident in Walmart's 3Q Results
Remains one of the biggest winners in retail
Nov 19, 2024
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Adam Josephson
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Continued Trade Down Behavior and Rapid Prescription Drug Sales Growth Evident in Walmart's 3Q Results
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Retailers' Comparable Sales Have Gone Flat
The last time this happened was in 2009, for different reasons
Nov 15, 2024
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Adam Josephson
3
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Retailers' Comparable Sales Have Gone Flat
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