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Post 354: Higher Prices Without Higher Value: From Pepsi to Housing
- Pepsi has had 14 straight quarters of declining volume.
- Management springs into action.
- Despite beef prices rising more than 30% over the last two years, Tyson is losing hundreds of millions of dollars in its beef division.
- A look at the main causes of housing affordability crises.
- Spoiler alert, it’s distorted interest rates.
- Weight loss drug Wegovy-maker Novo Nordisk’s share price is losing weight faster than its customers.
- Troubling signs in the U.S. job market.
- Layoffs way up and hiring plans way down.
- And Peloton’s share price is also shedding weight faster than its customers.
- In Financial Ructions:
- Interest on credit card balances is much higher than it was back in the 1990s.
- Despite today’s prime rate being lower.
- There’s a lot more fluidity in the U.S. job market than the headline numbers would indicate.
- And significantly more fluid than that of Europe.
- And how to depoliticize the Fed.
- Interest on credit card balances is much higher than it was back in the 1990s.
- In our book review section, we continue with John B. Taylor’s Getting Off Track:
- In Chapter 2 we see that the rise in short-term rates in 2007/2008 were not due to concerns about liquidity, but instead it was a solvency crisis.
- And in Chapter 3, Taylor says that it wasn’t the failure of Lehman Brothers that sent markets into panic.
- But a poorly communicated rescue plan i.e. TARP.
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By Paul Musson- Pepsi has had 14 straight quarters of declining volume.
- Management springs into action.
- Despite beef prices rising more than 30% over the last two years, Tyson is losing hundreds of millions of dollars in its beef division.
- A look at the main causes of housing affordability crises.
- Spoiler alert, it’s distorted interest rates.
- Weight loss drug Wegovy-maker Novo Nordisk’s share price is losing weight faster than its customers.
- Troubling signs in the U.S. job market.
- Layoffs way up and hiring plans way down.
- And Peloton’s share price is also shedding weight faster than its customers.
- In Financial Ructions:
- Interest on credit card balances is much higher than it was back in the 1990s.
- Despite today’s prime rate being lower.
- There’s a lot more fluidity in the U.S. job market than the headline numbers would indicate.
- And significantly more fluid than that of Europe.
- And how to depoliticize the Fed.
- Interest on credit card balances is much higher than it was back in the 1990s.
- In our book review section, we continue with John B. Taylor’s Getting Off Track:
- In Chapter 2 we see that the rise in short-term rates in 2007/2008 were not due to concerns about liquidity, but instead it was a solvency crisis.
- And in Chapter 3, Taylor says that it wasn’t the failure of Lehman Brothers that sent markets into panic.
- But a poorly communicated rescue plan i.e. TARP.