price sensitivity

If The Best Case For Consumer Christmas Is That It Started Off In The Wrong Month…

By |2019-12-13T12:49:56-05:00December 13th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Gone are the days when Black Friday dominated the retail calendar. While it used to be a somewhat fun way to kick off the holiday shopping season, it had morphed into something else entirely in later years. Scenes of angry shoppers smashing each other over the few big deals stores would truly offer, internet clips of crying children watching in [...]

From ‘Definitely Transitory’ to ‘Imperfect Understanding’ In One Press Conference

By |2017-12-26T18:01:15-05:00December 26th, 2017|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

When Janet Yellen spoke at her regular press conference following the FOMC decision in September 2017 to begin reducing the Fed’s balance sheet, the Chairman was forced to acknowledge that while the unemployment rate was well below what the central bank’s models view as inflationary it hadn’t yet shown up in the PCE Deflator. Of course, this was nothing new [...]

More Pieces of Impossible

By |2017-06-19T16:52:05-04:00June 19th, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

On his company’s earnings conference call back on Valentine’s Day, T-Mobile CEO John Legere was unusually feisty. Never known for shyness, Legere had reason behind his bluster. T-Mobile had practically built itself up on price, being left the bottom tier of the wireless space practically to itself. That all changed, however, as both Verizon and Sprint were set to escalate [...]

Headwinds Of The Negative Feedback

By |2017-03-01T17:45:19-05:00March 1st, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

As oil prices remain as they are in relation to where they were one year ago, measured inflation rates have come back up, some faster than others. This does mimic the real world situation where consumers are paying more now for gasoline than they did last year. Even though they are paying less than three years ago for the same [...]

A Detailed Look At Target Is A Familiar Review of More Than Target

By |2017-02-28T19:31:31-05:00February 28th, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Target announced both bad results as well as distressing guidance. The retail giant has been under pressure, and its quarterly update for its Q4 only confirmed the concerns. The company first reported the worst comparable store sales numbers (-1.5%) in three years. It was the third straight quarterly contraction for its comparables. For stores open at least a year, same [...]

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