Relevant and even prescient commentary on news, politics and the economy.

Producer sector remains on fire, while two most important indicators of consumer sector falter

Producer sector remains on fire, while two most important indicators of consumer sector falter As has been the pattern for the last several months, August data started out with a strong reading on manufacturing, while July ended with weak data on housing construction. As a side note, the latest read on motor vehicle sales also […]

Patterns of buying food changing?

The cost of hand-to-mouth living – Financial Times: A few weeks ago, when I was chatting with the head of one of America’s largest food and drink companies, he made a revealing comment about data flows. Like most consumer groups, this particular company is currently spending a lot of money to monitor its customers with […]