| 15 June 2016
Once again recession talk is in the air, this time given loft by the weak May job growth figures. Nonfarm payrolls rose by only 38,000 in May, down from an average of almost 220,000 per month ...
| 01 June 2016
As Andrew Nelson, our chief economist, put it in his blog post “The Economic ‘Recovery’ Is Over,” the U.S. economy is experiencing an imperfect recovery. Over the past year 2.8 million jobs were added. At the same time, however, the U.S. economy is g
| 31 May 2016
Despite its reputation for left-wing, ‘anti-business’ politics, investors view San Francisco very positively as a great market.
| 26 May 2016
I’m drafting this newsletter from Las Vegas, where the biggest retail real estate conference of the year, ICSC’s RECon is wrapping up, so it’s only appropriate that I focus this…
| 19 May 2016
One fact is undeniable, no matter the accounting: retailers, and especially physical stores, are the clear losers in this transformation of retailing. The damage goes far, far beyond leakage of sales from stores to online retailers.
| 12 May 2016
With investors and analysts digesting last month’s disappointing first quarter GDP estimates and hoping for better in the rest of 2016, attention moved to secondary indicators and global growth estimates….