The release came the day before the Bank of England's September decision, where three members again voted to tighten. Higher headline inflation with flat core and services readings points to fuel as the source: that is…
Lower Indian duties cut costs for European exporters in sectors where India's tariffs have been high, such as cars, machinery, chemicals, and wines and spirits, and improve the economics of EU companies serving Indian…
The August numbers show energy costs moving back into consumer prices after the summer dip: gasoline directly, and air fares through jet fuel. That is revenue for refiners and for airlines able to pass fuel costs on…
Walmart is the largest US retailer and grocer, so its quarter is the broadest single reading of household spending on everyday goods. Growth came mostly from more visits and from online orders, with comparable sales…
Retail sales are the monthly read on revenue for listed store chains, e-commerce companies, carmakers and dealers, and restaurant groups. July's fall was concentrated in online and vehicle purchases, the larger and…
LVMH is the largest listed luxury group, and its regional and category split is used as a reference for Kering, Hermès, Richemont, Burberry, Moncler and Swatch. The exposure is through the same demand pools: Chinese…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
The tariffs raise landed costs for US importers and sellers of the covered goods, including furniture retailers, beverage distributors and buyers of Canadian cement, and risk Canadian retaliation against US exporters…
Cheaper fuel puts money back in household budgets, which supports spending at retailers, restaurants and travel companies, while it lowers the selling price for refiners and fuel retailers. For banks, insurers and…
Consumer Discretionary · Consumer Staples · Energy · FinancialsEmpower ↗
With headline inflation at 4.2% but core still below 3%, the shock was concentrated in fuel, which raises costs for airlines, truckers and delivery companies and eats into lower-income households' discretionary…
Consumer Discretionary · Consumer Staples · EnergyFox Business ↗
A fuel-driven jump in headline inflation squeezes household budgets, which matters most for retailers, restaurants and travel companies whose customers are paying more at the pump. Because core inflation stayed…
Consumer Discretionary · Consumer Staples · EnergyFox Business ↗
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