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Paulitical Economy™

Paulitical Economy™

著者： Paul Musson
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A snapshot of what’s going on in the world’s economy.

© 2025 Paulitical Economy™
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  • Post 321

    Post 321
    2025/06/09
    • Campbell’s Soup sales are back in positive territory.
      • Restaurants getting so expensive people are eating more at home.
        • But not eating as many snacks.
    • Hudson’s Bay is being liquidated.
      • But its brands will live on.
    • The percentage of first-time home buyers in the US has plummeted.
      • It’s a result of deliberate policy.
    • The alcohol industry is still struggling.
      • Brown Forman, maker of Jack Daniel’s, recently announced their results and they were met with plenty of booze.
        • Its share price is going down faster than shots of Jack Daniels at a Honky-Tonk line dance.
    • Home sales in the Toronto area are down more than a third from pre-COVID.
      • Yet active listings are way up: over 40%.
    • Lululemon comparable store sales in the Americas have not grown for five straight quarters.
    • Procter & Gamble sales growth has been declining.
      • And now its number of employees is following suit.
    • P&G competitor Kimberly Clark also saw sales weaken and are now in negative territory.
    • In Financial Ructions:
      • We look at how real interest rates were distorted into negative territory for years by Ben Bernanke.
        • With other central banks following suit this was the start of the housing affordability crisis in many countries.
      • Manufacturing has been contracting in the US for some time.
        • But prices are rising.
      • Canadian banks may be getting nervous.
      • Activist Treasury Issuance survives the change in government.
    • We start Chapter 1 of our book review of The Way the Economy Works: How Economies Fail – and Succeed by Jude Wanniski
      • Government must be of the people and must be trusted.
        • Decadence only occurs when government goes its own way and in a direction different from that demanded by society.


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    40 分
  • Post 320

    Post 320
    2025/06/02
    • The producers of alcoholic beverages say that the health concerns related to alcohol consumption are exaggerated.
      • I hope so.
    • Shoppers continue to flock to Costco.
      • And investors to its common stock.
    • Target, not so much.
      • Home furnishings sales are down over 8%.
    • In Financial Ructions:
      • We look at a speech that John F. Kennedy made to the Economic Club of New York in 1962.
        • Income taxes were finally being cut.
      • A look at how money is created in the US.
        • And no, the government does not spend it into existence.
      • If the US does not increase the debt ceiling it is not at risk of defaulting on its debt obligations.
        • The only thing at risk is deficit spending.
      • The great Thomas Sowell reminds us that it was FDR’s New Deals that extended the Great Depression.
    • Book Review
      • I’m excited to start reviewing the first of two books on supply side economics.
        • This one by Jude Wanniski called The Way the Economy Works: How Economies Fail – and Succeed.
          • I review the Preface, but before getting into that we review the Bretton Woods system.
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    39 分
  • Post 319

    Post 319
    2025/06/02
    • Truck maker Paccar sales continue to fall.
    • Freight shipments in the US are still down.
    • A look at how tariffs impact trade: Lobsters.
    • Petrol cars may not be going the way of the Dodo in California after all.
    • Both Home Depot and Lowe’s broke eight quarter losing streaks at the end of 2024 with sales finally back in positive territory.
      • It only lasted a quarter.
    • Inflation in Canada is rising again.
    • On an adjusted basis, Canada has lost jobs for two straight months.
      • And the government artificially increased the unemployment numbers in order to boost unemployment benefits.
    • We dive into just how unaffordable a house is in Toronto.
    • In Financial Ructions:
      • Things look like they’re unravelling in Japan.
        • Inflation is forcing the Bank of Japan’s hand on interest rates.
        • That’s what happens when you increase the monetary base at an annual rate of 14% over 14 years.
      • Yes, longer-term rates are affected by central banks.
        • And not just through QE.
      • We look at an FT opinion piece which says that efforts to improve liquidity in the US Treasury market could exacerbate the basis trade.
        • But don’t worry, the Fed will come to the rescue.
    • We finally finish our book review of The Great Depression.
      • I actually found myself agreeing with a couple of the author’s comments.
      • But don’t worry, I disagreed with most of what he had to say in the final chapter.
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    51 分

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