Wednesday , September 20 2017
Home / FT Alphaville / Retail hype vs retail facts

Retail hype vs retail facts

Summary:
The decline in US retail employment this year might signal the start of a long-expected collapse, caused by automation and the unrelenting infiltration of e-commerce into the habits of the American household — or it might just be a temporary blip, the result of a modest slowdown in consumer spending growth.We don’t pretend to know. A recent note from Credit Suisse titled, appropriately enough, “Slight slowing, major metamorphosis”, at least helps to distinguish between fact and hype. From this and a few other useful reports we’ve come across lately, we present a few facts that help to understand the sector.1) The retail sector has lost jobs this year, but only a small fraction of its total.From Credit Suisse, our emphasis:The retail sector has lost 80K jobs in the past four months, but

Topics:
Cardiff Garcia considers the following as important: ,

This could be interesting, too:

Guest writer writes Guest post: Central Bank Quantitative Easing as an Emerging Political Liability

Matthew C Klein writes Going off gold did the opposite of what many people think

Alexandra Scaggs writes Where we’re going, we don’t need profits

Kadhim Shubber writes The public markets aren’t nearly broken enough

The decline in US retail employment this year might signal the start of a long-expected...

Cardiff Garcia
Cardiff writes mostly about US macroeconomic issues, with daily excursions into other topics about which he claim no expertise. Before Alphaville, Cardiff spent a little more than two years as a reporter at Dow Jones Financial News covering investment banking, asset management, and private equity. Along the way he has written freelance pieces on a variety of other topics from behavioural psychology to Muay Thai, the latter also being a personal interest that involves frequently getting kicked in the shins (and torso, and head).

Leave a Reply

Your email address will not be published. Required fields are marked *