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Amid Historic Job Losses, Incomes Are…Rising?

It may sound counterintuitive, but it’s true. US Disposable Personal Income in April was 13.8% higher than the year-ago level.
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The Changing Retail Landscape

The COVID-19 pandemic has hit the retail sector hard. US Total Retail Sales in March were 6.7% below the March 2019 level. March data revealed a double-digit decline in several ...
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Small Mercies - The Consumer Could Be Worse

The coming weeks and months will bring new data regarding the magnitude of ongoing economic decline, and the majority of it will likely be quite negative. While reasons for ...
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Management Objectives™ for Trying Times

Recent black swan events have precipitated market upheaval to a degree not seen since the Great Recession. Our team has produced several blog posts and articles covering ...
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Wholesale Trade: Identifying What Matters in a Volatile World

Global volatility seems to be rising, not least due to black swan events such as COVID-19. Supply chain disruptions, price shocks, and demand interruptions are real worries, ...
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Keeping up With Commodity Prices

After general decline in industrial commodity prices during 2019, resurgent global growth is poised to spur prices higher this year.
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