It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Contenido proporcionado por Kerry Lutz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kerry Lutz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Golden Opportunities: Navigating Fed Rate Cuts and China's Metal Buying Spree - Phillip Streible #6062
MP3•Episodio en casa
Manage episode 418220684 series 2829089
Contenido proporcionado por Kerry Lutz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kerry Lutz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Kerry Lutz and Phillip Streible discussed a range of economic topics. They began by discussing the potential for Fed rate cuts, with Streible suggesting that they may be postponed until the end of the year due to inflation, political considerations, and external economic factors. Lutz expressed apprehension about the potential impact on the markets and questioned whether the Fed's actions may be inadequate in light of current economic indicators. The conversation also touched on the upcoming June meeting, inflation data, and the challenges posed by high interest rates and their impact on consumer behavior and the housing market. The discussion then shifted to the dynamics of the gold market, with Streible attributing its current level to pre-positioning for Fed interest rate cuts and China's substantial purchases of precious metals. Lutz expressed skepticism about experts' surprise at higher-than-expected inflation numbers and questioned their awareness of market trends. The speakers also discussed the widespread impact of rising cocoa prices and inflation on consumer expenses, emphasizing the trickle effect on input and labor costs, particularly in the food industry, leading to higher dining out expenses and the likelihood of the Fed revising its inflation target. Finally, they discussed the potential economic implications of the upcoming election, forecasting market volatility and discussing the impact of fiscal spending.
Find Phillip here: bluelinefutures.com
Find Kerry here: FSN and here: inflation.cafe
…
continue reading
Find Phillip here: bluelinefutures.com
Find Kerry here: FSN and here: inflation.cafe
1000 episodios
MP3•Episodio en casa
Manage episode 418220684 series 2829089
Contenido proporcionado por Kerry Lutz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kerry Lutz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Kerry Lutz and Phillip Streible discussed a range of economic topics. They began by discussing the potential for Fed rate cuts, with Streible suggesting that they may be postponed until the end of the year due to inflation, political considerations, and external economic factors. Lutz expressed apprehension about the potential impact on the markets and questioned whether the Fed's actions may be inadequate in light of current economic indicators. The conversation also touched on the upcoming June meeting, inflation data, and the challenges posed by high interest rates and their impact on consumer behavior and the housing market. The discussion then shifted to the dynamics of the gold market, with Streible attributing its current level to pre-positioning for Fed interest rate cuts and China's substantial purchases of precious metals. Lutz expressed skepticism about experts' surprise at higher-than-expected inflation numbers and questioned their awareness of market trends. The speakers also discussed the widespread impact of rising cocoa prices and inflation on consumer expenses, emphasizing the trickle effect on input and labor costs, particularly in the food industry, leading to higher dining out expenses and the likelihood of the Fed revising its inflation target. Finally, they discussed the potential economic implications of the upcoming election, forecasting market volatility and discussing the impact of fiscal spending.
Find Phillip here: bluelinefutures.com
Find Kerry here: FSN and here: inflation.cafe
…
continue reading
Find Phillip here: bluelinefutures.com
Find Kerry here: FSN and here: inflation.cafe
1000 episodios
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