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Not long ago, price over volume (PoV) was rampant. Every earnings season was a sort of race for pricing power and a lack of care for losing volume. Samuel Rines discusses the evolution of PoV and its effects.
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Just as earnings season ends, it begins once again. In his new weekly blog series, “Navigating the Earnings Season,” Samuel Rines discusses the upcoming earnings season and the importance of company outlooks for the U.S. and global economies.
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Earnings season never really ends, and listening closely can be powerful for uncovering both positive and negative trends. Samuel Rines exhibits a positive outlook for the U.S. consumer based on the performance of companies like Costco, Ross Stores and Constellation Brands.
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For the past 30 years, inflation has been a non-issue for consumers, but the dynamic has changed. Against this backdrop, Samuel Rines explores the impact of rising inflation on consumer sentiment and the potential impact of recent announcements of price cuts by major retailers.
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For the better part of the last 50 years, the U.S. dollar has remained king of currencies with no apparent successor. Samuel Rines delves into the preconditions necessary for any viable alternative currency to emerge on top and explores the significant role that sanctions play in shaping the global financial system.
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The FOMC is always data-dependent, but the dependency is not always the same. Samuel Rines discusses the shift in focus of the Federal Open Market Committee, from the labor market to inflation, and the implications of this change in their policy framework.
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