Michael On
Michael On
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Hot selling consumer electronic items can help maintain sustainable growth for component suppliers.
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The first quarter looks bright and will boost electronics shares since consumer demand and economic growth seem to be rosy for the whole of 2006.
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When all was said and done, the market showed its resilience once again, ... The market performed well despite today's extremely weak consumer sentiment number. Investors seem to be looking over a softer economy for the next few months towards a stronger economy to start 2006.
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The stronger consumer confidence numbers are probably the biggest potential reason for the Fed to continue raising interest rates.
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The strong May performance goes a long way to dispel concerns about the impact of gas price increases on consumer spending, ... I am surprised that the positive results were so widespread. It says 'Gee, the economic growth is clearly countering some of these other drags.'
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The short-term impact is pretty clear and pretty obvious, and it's to be expected. Traffic really dropped off, ... The main effect of Sept. 11 was to exacerbate a trend that was already in place, and that is that consumers were really buying consumables and buying them in discount outlets. How quickly that will turn around? Your guess is as good as mine.
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Is there a risk the Fed has tightened too much? Not with the kind of momentum we're seeing in the economy and not with consumer confidence at record highs. People are wealthier, real incomes are growing, the housing market, while slower, is still super strong and the labor market is still super tight. I don't think the Fed is finished just yet.
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ISM prices paid came a bit higher than expected and that stoked some inflationary concerns, ... I am bearish on the market right now for two reasons -- the Fed has indicated it's going to keep raising rates and there's been recent evidence that gas prices are beginning to weigh on consumer spending.
consumer strong
These are strong new protections for consumer privacy.
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And today's consumers are telling us they want a mobile device that allows them to talk, text and tell people what they're all about.
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Satellite radio is one of the fastest growing categories in consumer electronics, with Sirius experiencing outstanding year-over-year subscriber growth. We are convinced that Sirius customers are eager to listen to their favorite programs at home as well as in the car, and we have designed a series of connected solutions that will facilitate this new capability.
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Real discretionary spending has been cut to the bone. That would gel with the sense we get in Indonesia of a very sharp drop in consumer durable purchases, motorcycles. If you go to electronic shops you'll see a sharp decline there as well.
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Prohibiting direct transactions between producers and consumers only results in paralyzing competition and consumer choice.
consumers helped holiday late lift
Procrastinating consumers and a late Hanukkah (December 25) helped to lift the holiday season's performance.