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02.06.26 - 04:00
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How U.S. Retailers Are Absorbing The Fuel-Price Shock (ZeroHedge)
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How U.S. Retailers Are Absorbing The Fuel-Price Shock
We have diligently tracked the Gulf-related fuel-price shock hitting the American consumer, with prices rising at the fastest rate in three years, personal savings depleted, and spending still running hot, a trend Goldman flags as increasingly troubling for the broader economy. This cocktail has revived uncomfortable memories of the 1970s: higher energy costs, squeezed households, and a consumer still spending into weakness.
But another important area of coverage is how companies are faring as freight, fuel, and supplier costs, along with tariff pressures, bleed through supply chains.
Early read-throughs from Goldman analysts led by Kate McShane indicate that management teams at major retailers are absorbing higher logistics costs today, but the real risk is that a sustained fuel price shock in the back half of the year could begin to deteriorate margins.
McShane and her team spoke with the IR and management teams of AutoZone, Bath & Body W...
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01.06.26 - 11:00
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China index reshuffle to entrench tech trades and boost AI rally: brokerages (SCMP)
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A semi-annual reshuffle of key gauges tracking China's yuan-denominated stocks is set to boost the representation of technology companies, a move expected to lure more inflows and further increase the sector's appeal, according to investment banks.
The shake-up was projected to spur US$3.1 billion of inflows into tech hardware and semiconductor makers, according to Goldman Sachs.
Domestic brokerages including Guosen Securities said the changes would inject more confidence into tech stocks,......
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