Manufacturing’s Experience with Stagflation
I have speculated this year about the prospects for stagflation given sticky inflation and a…
earnings reports
Dr. Duru Lennar Corporation: How the Fed Is Cooling Inflation In the Housing Market
Plenty of evidence exists that the Federal Reserve’s fight against inflation is working. Home builder…
Goldman Sees Entrenched Inflation…Maybe
Entrenched Inflation There are all sorts of names now for today’s inflation. I still like…
PPG Industries Warns of Intensifying Inflation Pressures and Weakening Demand
{Originally published on One-Twenty Two by Dr. Duru} ““As we look ahead, we currently do…
Imperial Sugar squeezed by poor demand and high sugar prices
Last week, Imperial Sugar (IPSU) lost 59% of its value in one day after reporting…
Blue Nile hit by high diamond and metal prices
Diamond prices have been going up, and Blue Nile is feeling the pinch. The online…
Seagate warns that its margins are being hit by a “bubble” in rare earth prices
Hard disk manufacturer Seagate Technology reported earnings last night (July 20) and indicated that margins…
Wendy’s/Arby’s Group plans to implement “prudent” and “strategic” price increases
Even fast food restaurants have determined that the market can accept some price hikes. In…
Dean Foods focuses on “efficient pricing mechanisms” to battle rising input costs
Dean Foods (DF) is yet one more company demonstrating confidence in its ability to wield…
Peet’s Coffee promises not to “overreact” to the rising cost of coffee
Peet’s Cofee (PEET) reported earnings results this evening. The company reaffirmed revenue targets for the…