Operating at the Intersection of Technology and the Capital Markets
Tag: reopening the economy
As the economy reopens certain states are better positioned than others as it relates to capturing economic activity generated from live events and in-person transactions. AT&T Stadium in Arlington, Texas hosted more than 73,000 people Saturday night for a boxing card. Texas is one of the more relaxed states as it relates to COVID restrictions … Continue reading Florida and Texas Poised To Capture Market Share As Economy Reopens
The Fed's behavior in recent months has been something out of a horror movie. The low interest rate, expansionary monetary policies introduced by former Fed Chair Bernanke and continued by former Fed Chair Yellen have dramatically accelerated under current Fed Chair Powell. Bernanke dealt in $Billions, Chairman Powell prefers $Trillions. Click any of the charts … Continue reading The Forever Bubble-Blowing Fed
We source year-over-year seated dining data. Our presentation organizes seated dining data by Country, State and City. The PDF version (free) summarizes the data. The Excel version (premium, after the break) includes summaries plus daily data. Click HERE to download the PDF version. Click HERE to download the Excel version. https://soundcloud.com/ceorater
Total non-farm payroll employment increased by +2.5 million in May led by a recovery in Leisure and Hospitality. The biggest driver was bars and restaurants ("Food Services and Drinking Establishments"), which added +1.4 million jobs and accounted for 56% of total non-farm payroll additions. Non-farm employment in May improved sequentially and was 13% below February … Continue reading U.S. Economy Improves from COVID Lows Boosted by Bars & Restaurants
The market is trading on speculation. Fundamentals don't matter now. Fundamentals will matter again. The Fed can print only so much money before inflation rears its ugly head. We can't continue to devalue the dollar as a matter of long-term monetary policy without consequences. Our "print first, ask questions later" monetary policy and "subsidize everything" … Continue reading Mr. Market Is Trading On Speculation. Fundamentals Will Matter Again.
Diners in some states have turned out as COVID restrictions were lifted. These states include: Alabama, Arizona, Florida, Oklahoma, South Carolina, Tennessee and Texas. Access our PDF sheet HERE. Click HERE to access the Excel data. Data is organized by state and report date. https://soundcloud.com/ceorater
The depression will be deep and broad. Yes, even the beloved Enterprise Software sector will be impacted despite investors who believe the sector is impervious to negative inputs. The bullet points below are not hypothetical puts to the economy. They are real and are happening now. Banks are tightening credit. Commercial bankers are tightening now. … Continue reading The Pain Is Coming & The Recovery Will Be Uneven
19 states began to reopen for business in a limited capacity. States adhered to the Phase I protocol recently outlined by the Trump Administration (we covered here), a key component of which includes social distancing/ limiting occupancy. 20-50% business occupancy limits are common with most states closer to 20%. These limitations will certainly hinder an … Continue reading Reopening America: The Numbers
You must be logged in to post a comment.