Tag Archives: retail

This is yet another one of those crucial recent developments which should contribute much clarity about the economic situation, yet is exploited in other ways (political) adding only more to the general state of economic confusion. The shelves may be empty in a lot of places around the country, leaving anyone with the impression there just aren’t enough goods. Shortage of goods, everyone’s thinking, by virtue of economics (small “e”) it will be another significant...

In the FAZ, Christian Siedenbiedel reports that Deutsche Bank questions whether a digital Euro as envisioned by the ECB (i.e., with tight quantity restrictions) would be successful: Die Argumentation geht so: Die EZB will den digitalen Euro einführen, um auf den verstärkten Währungswettbewerb zu antworten. … Um sich vor solchem Machtverlust sowohl durch Digitalgeld von anderen Notenbanken („Krypto-Dollars“) als auch durch privates Digitalgeld („Global Stable Coins“) zu schützen,...

The Market Has its Head Buried Deep In The Sand Several “black swans” are looming which could inflict a financial nuclear accident on the U.S. markets and financial system. I say “black swans” in quotes because a limited audience is aware of these issues – potentially catastrophic problems that are curiously ignored by the mainstream financial media and financial markets. The most immediate problem is the Treasury...

Will the recent upheaval in Brazil’s political leadership lead to a stronger economy? Investors certainly think so. Fueled by anticipation of embattled president Dilma Rousseff’s impeachment and economic reforms by her replacement, Michael Temer, the Bovespa has jumped more than 50 percent since late January. In the week after Rousseff’s official ouster on August 31, the index rose a full 4 percent, and Brazilian consumer confidence reached its highest level since January...

The state of Brazilian exports has deteriorated over the last decade. The country has become more reliant on exporting raw materials compared to manufactured goods, and has suffered from the recent downturn in the prices of many commodities. Meanwhile, the cost of manufacturing goods in the country has surged over the past decade, rendering it less competitive in the global marketplace. How can the country compete more effectively? It must get back to its roots, said manufacturers at Credit...

After six disappointing quarters in a row for Google and persistent doubts about when and if Amazon will generate steady profits, many investors have recently started to wonder how long double-digit revenue growth can continue, and whether growth on the bottom line will ever be as impressive as that on the top line, according to Uwe Neumann, a senior technology analyst in Credit Suisse’s Private Banking & Wealth Management Division. In other words, can Internet platform companies such as...