Posts filed under “Retail”

Disposable Personal Income as a % of GDP

On last night’s show, we  discussed the vanishing savings rate (Dismissed as unimportant by Jim Glassman) and the  Asset to Debt ratio — which is reminscent of the same old argument in 1999: The asset then was equities, the asset today is real estate.

Lets now look at a different ratio: 

U.S. Disposable Personal Income as a % of Gross Domestic Product (Current $)

Dpigdp_1

Source: Mike Panzner

The total amount of money Americans have to spend after taxes relative to overall output of goods and services has hit the lowest level in 25 years.

Remember, Debts are forever, while Assets are subject to markets forces and variable pricing!

 

Category: Economy, Retail

Category: Commodities, Economy, Energy, Retail

Retailers: Please buy a $%#!@& Calendar

Category: Corporate Management, Retail

Macro Impact of Rates

Category: Economy, Fixed Income/Interest Rates, Retail

At the Margins

Category: Commodities, Economy, Retail

Obnoxious Dell Pre-Installs

Category: Corporate Management, Retail, Technology

Compare and Contrast: Millionaires versus 18 – 40 Demographic

Category: Economy, Psychology, Retail, Wages & Income

Coming Soon: Mortgage Payment Resets

Category: Economy, Real Estate, Retail

Read it here first: Rebates Suck

Category: Financial Press, Retail

Connect the Retail Sales Dots

Category: Data Analysis, Economy, Federal Reserve, Retail