Retail Stocks

Waltzing · Apr 24, 2025, 09:18 AM

term one of CD (chump the Dump) took 2 years for a china trade deal...

well ....

and with everything else falling apart for the chump in charge of the Dumb an Dumber House...

retail might not get wiped out then... good news..

https://edition.cnn.com/2025/04/23/business/stock-market-dow-jerome-powell-fed-trump/index.html

Waltzing · Apr 24, 2025, 12:13 PM

RBNZ mst be weeeeell behind now...

100 BPS needed soon...

1 % growth for current year predicted...

Mark... FAIL...D

Waltzing · May 06, 2025, 11:17 AM

huge drop in oil prices and it will drop farther now below 60....

RBNZ now well behind the curve... at least 50 needed ... 75 would and should be on the table.. 100 would get them ahead...

but after reading the latest tax payer letter which we dont have time to read... the ministries are busy being in conformance with the treaty than worrying about the economy....

they need your money .... you dont have money to spend on yourselfs... your not allowed...

KW · May 06, 2025, 01:23 PM

Aussie retail going well (update from Vicinity VCX.ASX)

Portfolio sales trends in 3Q FY25:
• Robust retail sales growth in 3Q FY25 likely supported by positive shopper sentiment following the Reserve Bank of Australia's decision to reduce the official cash rate by 25bps in February, continued moderation of inflation, and strong employment
• Positive growth in 3Q FY25 delivered despite adverse impact of the timing of Easter in 2025 (i.e., Easter falls in 4Q FY25 versus 3Q FY24), Cyclone Alfred in south-east Queensland and one extra trading day in 3Q FY24 arising from the leap year in 2024
• Variation of retailer performance within consumer categories driven by increasing brand affinity by shoppers; Vicinity assets a key beneficiary of this trend following active retailer remixing activity, notably across its premium assets in FY24 and FY25
• Strongly performing categories included Leisure, driven by strong demand for athleisure, Jewellery, Retail Services and Homewares, which was supported by both traditional homewares and electronics
• Food retail and Food catering also performed strongly, reflecting Vicinity's focused investment in uplifting the quality of both its fresh food and in-centre dining offers across its portfolio
• Despite the timing of Easter, Apparel and Footwear sales in 3Q FY25 (excluding luxury) were positive, up +1.5%, led by fashion accessories and footwear
• CBDs continue to perform strongly, delivering +8.8% sales growth across the mini majors and specialty stores

KW · May 07, 2025, 12:47 PM

Update from the other Australian mall owner

Scentre Group Chief Executive Officer Elliott Rusanow said: "Customer visitation to our 42 Westfield destinations in the 18 weeks to 4 May 2025 was 179 million, up 2.3% or 4.1 million more than the same period in 2024.

"Our business partners achieved $6.7 billion of sales in the 3 months ended 31 March 2025, up 2.8% compared to the same period in 2024.

"On a rolling 12-month basis to 31 March 2025, our business partners achieved record sales of $29.1 billion.

BlackPeter · May 07, 2025, 03:30 PM

Quote from: KW on May 07, 2025, 12:47 PMUpdate from the other Australian mall owner

Scentre Group Chief Executive Officer Elliott Rusanow said: "Customer visitation to our 42 Westfield destinations in the 18 weeks to 4 May 2025 was 179 million, up 2.3% or 4.1 million more than the same period in 2024.

"Our business partners achieved $6.7 billion of sales in the 3 months ended 31 March 2025, up 2.8% compared to the same period in 2024.

"On a rolling 12-month basis to 31 March 2025, our business partners achieved record sales of $29.1 billion.

Assuming they count dollars spent or something like that? Just remind us what the Inflation currently is in Aus? If its something like 2 to 3%, then this means that they had nominally the same business as last year. Flatlining. Always good if ones record is exclusively thanks to inflation ...

Waltzing · May 08, 2025, 07:55 AM

GUNDLACH saying watch the long end and its at 4.7 and he says that inflation expectation from some surveys is at 6 percent for next year not 2....

the US facing the debt crunch... and hes expecting a shock in the system in the US private credit market...

Waltzing · May 09, 2025, 07:44 AM

30 yr creeping to 5.... bit like a tipping point...

Waltzing · May 22, 2025, 08:15 AM

the effeect ... https://www.cnbc.com/2025/05/20/stock-market-today-live-updates.html

the Chump House will have to ban computer algo trading next...

once AI is connected LIVE to trading if they havnt already attempted it watch out...

Ir doesnt matter what the retail shopper is thinking... they arnt in control of the wallets...

and AI is smoothing out.. week by week.

BlackPeter · May 22, 2025, 09:24 AM

Quote from: Waltzing on May 22, 2025, 08:15 AMthe effeect ... https://www.cnbc.com/2025/05/20/stock-market-today-live-updates.html

the Chump House will have to ban computer algo trading next...

once AI is connected LIVE to trading if they havnt already attempted it watch out...

Ir doesnt matter what the retail shopper is thinking... they arnt in control of the wallets...

and AI is smoothing out.. week by week.

10yr US treasuries nearly 4.6% this morning and 30yrs close to 5.1%! - Ouch! - Somebody getting jittery?

Waltzing · May 22, 2025, 01:14 PM

yes and that puts pressure on the Japanese reserve bank....

is the US 30 year safe though...

Gold to go up farther.. boy as lenin says... nothing happens for decades and decades then tit tok decades happen in a week.

BlackPeter · May 22, 2025, 05:18 PM

Quote from: Waltzing on May 22, 2025, 01:14 PMyes and that puts pressure on the Japanese reserve bank....

is the US 30 year safe though...

Gold to go up farther.. boy as lenin says... nothing happens for decades and decades then tit tok decades happen in a week.

Good question. Safest scenario I can see is the US inflating their way out of the debttrap they manoeuvred themselves into (From memory they are now at 125% GDP - and higher interest rates will kill them). This would keep the US 30 "safe", but this only works, if inflation is higher than interest. Not very attractive for holders.

Any other scenario looks less safe to me ... but I am sure Chump will sell them as well as he sells his worthless Dumbcoin and Elons Cybertrucks ...

I guess he has more than enough supporters with limited mental capacity hanging on his lips. How hard can it be for him to package worthless US 30íes together with Trumpcoins into virtual MAGA shares and sell these to his crowd? Until they notice that he conned them, he will be dead anyway.

Done - US saved and Trumps crowd gets what they deserve. How about that?

Waltzing · May 28, 2025, 02:26 PM

25 from the reserved bank... how reserved....

hopeless... should have been 75...

up to fast.. down to slow...

BlackPeter · May 28, 2025, 03:09 PM

Quote from: Waltzing on May 28, 2025, 02:26 PM25 from the reserved bank... how reserved....

hopeless... should have been 75...

up to fast.. down to slow...

Yes, but spare a thought for the poor RB. Nobody can look into the future - so how could they know, whether Trump the Chump increases inflation for everybody by pushing up the prices for many essentials (which would mean RB actually needs to increase the rate to curb imported inflation), or whether the global recession Trump might design justifies a further interest drop. Given the time lag for the economy to respond do they sit between a rock and a hard place .... and move very slow and careful.

Waltzing · May 28, 2025, 04:49 PM

well yes stagflation... unless of course the country is structurally stuffed..and there is nothing the reserved bank can do .. but 25... the US will likely go into recession and the US does QE as no one want to buy there bonds... getting a bit carried away of course ... but Chump is all over the place and it will be like a fly wheel coming apart..