Barry Ritholtz

NOVEMBER 28, 2023

Stay at Home Macro ) • The Great Disconnect: Why Voters Feel One Way About the Economy but Act Differently : Americans are angry and anxious, and not just about prices, which may be driving economic sentiment more than their financial situations, economists said. ( The good news stretches far beyond the rich. Jobs are plentiful.

Manufacturing 93

Manufacturing Economics Marketing Securities 93

PYMNTS

JANUARY 3, 2019

Live by the Chinese consumer, die by the Chinese consumer. Those two macro sentiments are helping to send the broader markets into freefall – after all, the slowdown would augur ill for any number of countries and any number of verticals. Cook blamed the ongoing trade war , and said the Chinese economy is weaker than expected.

Sales 70

Sales Numbers Retail Accounting 70

PYMNTS

SEPTEMBER 30, 2019

According to new data out from AlixPartners cited by RetailDive , only 31 percent of consumers are planning to spend the same or more than they did in 2018. That figure is compounded by data that indicated fewer consumers are reporting stronger financial health than 12 months ago and fewer believing the economy is still improving.

Budgeting 43

Budgeting Retail Planning 43

CFO News Room

JANUARY 17, 2023

Slicing the data based on sector yields the following: Against, there are no surprises, with energy being the only sector to post positive returns and with consumer discretionary and technology generating the most negative returns. Consumer Confidence and Economic Growth.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

OCTOBER 24, 2019

Consumers are most concerned with getting good deals around the holiday season, according to a recent study by Deloitte. According to new data from AlixPartners cited by RetailDive , only 31 percent of consumers are planning to spend the same or more than they did in 2018.

Retail 40

Retail Advertising Budgeting Sales 40

PYMNTS

APRIL 14, 2020

The next best thing, however, hasn’t exactly been easy to provide, given the vast swath of consumers who in a massive wave have set about re-arranging their fitness routines around home-based workouts. Consumers, it seems, are investing in building home fitness regimens — and in some cases spending quite a lot of money.

Startups 56

Startups Sales Investments Planning 56

Musings on Markets

MARCH 19, 2022

Slicing the data based on sector yields the following: Against, there are no surprises, with energy being the only sector to post positive returns and with consumer discretionary and technology generating the most negative returns. I have seen no evidence, so far, that this is the case, but that may change.

Economics 100

Economics Valuation Treasury Forecasting 100