This presentation looks at retail sales for Canada. Retail sales decline in February 2017 after a very strong January. The decline was attributed to lower automotive and gasoline stations sales. FYI - February 2017 would have seen the impact of carbon taxation more as it would have work itself more through the supply chain. Secondly, dealers were providing lots of incentives to people to buy new cars.
This document summarizes manufacturing in the United States for May 2017. It provides an overview of employment and manufacturing trends. It also discusses a report showing manufacturing conditions edged up slightly in May, with staffing levels increasing, though political uncertainty and weaker global demand may still hamper export-oriented activity. The document is authored by Paul Young CPA, CGA and includes his contact information.
Paul Young is a CPA and CGA who has expertise in financial solutions, risk management, close and consolidate reporting, public policy, supply chain management. He analyzed recent data on US retail sales in August 2017. The report showed that overall retail sales fell 0.2% compared to an estimated 0.1% gain. Specifically, auto dealers saw a 1.6% drop in sales. The decline in overall and auto sales makes it more challenging for consumption, a major driver of the US economy, to match the 3.3% growth rate of the previous quarter.
Inflation is key measure for a country as impacts the ability of people to afford the necessities of life
Canada inflation for the past three months is growing at nearly 5% range due to many factors like minimum wage hikes or higher fuel costs (Carbon Tax) or higher commodity prices
Paul Young, a CPA and CGA, analyzed the US manufacturing sector in July 2017. Key sources showed the US factory gauge continued to signal solid expansion in July. Respondents to a survey were positive about US manufacturing. The report also briefly mentioned potential impacts of proposed Trump tax reforms.
This document provides a summary of inflation in Canada for March 2018. It was written by Paul Young, a CPA and CGA with expertise in various financial topics. The document discusses the year-over-year Consumer Price Index increase of 2.3% in March 2018, which was the largest increase since October 2014. Excluding gasoline prices, the CPI rose 1.8% matching February's rate. Charts are included showing inflation rates by month and province as well as comparing wages to inflation.
Tis the season for holiday shopping, and this year is gearing up to be the biggest we have ever experienced. This year Adobe Insights is predicting that online holiday sales will grow 14.8% YoY, reaching almost $125 Billion.
This presentation looks at retail sales for Canada. Retail sales decline in February 2017 after a very strong January. The decline was attributed to lower automotive and gasoline stations sales. FYI - February 2017 would have seen the impact of carbon taxation more as it would have work itself more through the supply chain. Secondly, dealers were providing lots of incentives to people to buy new cars.
This document summarizes manufacturing in the United States for May 2017. It provides an overview of employment and manufacturing trends. It also discusses a report showing manufacturing conditions edged up slightly in May, with staffing levels increasing, though political uncertainty and weaker global demand may still hamper export-oriented activity. The document is authored by Paul Young CPA, CGA and includes his contact information.
Paul Young is a CPA and CGA who has expertise in financial solutions, risk management, close and consolidate reporting, public policy, supply chain management. He analyzed recent data on US retail sales in August 2017. The report showed that overall retail sales fell 0.2% compared to an estimated 0.1% gain. Specifically, auto dealers saw a 1.6% drop in sales. The decline in overall and auto sales makes it more challenging for consumption, a major driver of the US economy, to match the 3.3% growth rate of the previous quarter.
Inflation is key measure for a country as impacts the ability of people to afford the necessities of life
Canada inflation for the past three months is growing at nearly 5% range due to many factors like minimum wage hikes or higher fuel costs (Carbon Tax) or higher commodity prices
Paul Young, a CPA and CGA, analyzed the US manufacturing sector in July 2017. Key sources showed the US factory gauge continued to signal solid expansion in July. Respondents to a survey were positive about US manufacturing. The report also briefly mentioned potential impacts of proposed Trump tax reforms.
This document provides a summary of inflation in Canada for March 2018. It was written by Paul Young, a CPA and CGA with expertise in various financial topics. The document discusses the year-over-year Consumer Price Index increase of 2.3% in March 2018, which was the largest increase since October 2014. Excluding gasoline prices, the CPI rose 1.8% matching February's rate. Charts are included showing inflation rates by month and province as well as comparing wages to inflation.
Tis the season for holiday shopping, and this year is gearing up to be the biggest we have ever experienced. This year Adobe Insights is predicting that online holiday sales will grow 14.8% YoY, reaching almost $125 Billion.
1) The Canadian economy grew modestly in the first quarter of 2016, with GDP increasing slightly. However, weak commodity prices impacted key sectors like oil and metals which saw declines.
2) Retail sales remained strong in areas like automotive and home renovations, but were weaker in gas stations and grocery stores. Meanwhile, housing starts increased from the prior year but affordability continues to erode in major cities.
3) The job market saw gains in healthcare and social services but losses in manufacturing, as exports and industry struggled with slow global growth. Wages rose modestly after inflation despite concerns around rising costs of living.
The organised retail sector in India faces several challenges that are hindering its growth, including a global economic slowdown reducing consumer demand, intense competition from unorganised retailers, and lack of basic infrastructure. Additional issues include high real estate costs, supply chain inefficiencies, challenges hiring and retaining skilled workers, and losses from retail shrinkage. Addressing these obstacles will help the sector achieve greater economies of scale and expansion.
Technology continues to advance and embed itself into every aspect of our lives, we need to better understand when, how and why consumer use this tech.
The document discusses marketing information systems and scanning the external environment. It addresses the components of a modern marketing information system and useful internal records. It also covers developing a marketing intelligence system through steps like training salespeople, motivating channel members to share intelligence, and utilizing customer and government data. The document then examines analyzing trends in the macroenvironment, including 10 megatrends shaping consumer behavior. Finally, it outlines various forces in the external environment like demographic, economic, socio-cultural, natural, technological, and political-legal factors.
Online Grocery prices have been following a similar pattern as the offline ones, with online prices rising slightly faster over the last 5 years cumulatively. Steel and Aluminum tariffs affected Appliances both online and offline. While the CPI rose after the March 2018 tariff implementation, the DPI showed a tampering in the deflation.
Computers shows a slightly steeper decline in prices online vs offline. For some categories the online and offline worlds are starting to blur into one. The CPI and DPI for TVs is remarkably similar. The online prices for Toys have started to exhibit a slower deflation in the last few years, diverging from the CPI. Sporting Goods show a much quicker deflation online, possibly caused by a quicker product turnover online.
FNB_Property Insights_Retail Property's Consumer ChallengesBerty Van Staaden
- The key challenge currently facing the retail property sector is the financial condition of the consumer, as economic growth has slowed and put pressure on household income and spending.
- Over the past 20 years, strong consumer spending helped retail property outperform other sectors, but more recently the economic environment has weakened and consumers face higher taxes and financial pressures.
- Three potential sources of pressure on consumers and retail spending are stagnant economic growth reducing income growth, rising effective tax rates increasing costs for households, and consumers potentially increasing savings rates due to weak sentiment and net wealth growth.
Bloomberg Intelligence: US Consumer Goods Outlook 2015Bloomberg LP
The document summarizes trends expected in 2015 for the consumer goods sector, including packaged foods, beverages, tobacco, and alcoholic beverages. Some key points are:
1) North American packaged food sales are expected to rise only 1% annually through 2019 due to weak population growth and price increases taken by producers to offset commodity inflation.
2) Global beverage sales may increase 2-3% annually through 2018, led by growing demand in Asia-Pacific for beer and spirits, while carbonated beverages see weaker growth.
3) Tobacco sales, led by cigarettes, are projected to grow 6% annually through 2018, aided by rising consumer confidence in high-smoking regions like Europe and Indonesia.
Adobe Digital Insights Holiday Recap Report 2017Adobe
Adobe Digital Insights releases it's 2017 Holiday season recap report. Adobe finds that online holiday shopping season in 2017 tops expectations. Online shopping totaled $108.2B during the 2017 holiday season, representing 14.7% growth year-over year ($107.4B, 13.8% growth predicted)
The Thanksgiving weekend was one for the record books. Holiday shoppers took full advantage of deep discounts and spent over $19B dollars during the five days between Thanksgiving and Cyber Monday.
Cyber Monday and Black Friday stay dominant and emerge as mobile mega-days. Cyber Monday was the first day with over $2.0B in mobile shopping alone.
Big retailers won big, but small retailers competed on key days. The largest retailers saw big holiday season growth while smaller retailers had an advantage during the Thanksgiving weekend, particularly on mobile devices.
Big markets drive holiday growth. The nation’s largest markets saw big growth, particularly on key days.
US retail sales increased 1.4% in 2017. Online retail sales grew 21.1% and were the main driver of overall growth, while brick-and-mortar sales only increased 0.1%. Consumer confidence remains high at 118, above the global average of 104, indicating consumers feel positive about their financial situations and are willing to spend, benefiting retailers and manufacturers. The strong growth of e-commerce shows consumers spending outside traditional stores.
This document provides a summary of United States retail sales figures for April 2017 written by Paul Young, a CPA and expert in various financial fields. It outlines Paul Young's background and credentials, then lists agenda items to discuss retail sales summaries and key sectors. Links are provided to Census sources for retail sales summaries and breakdowns by sector. [/SUMMARY]
This document provides a summary of durable goods orders in the US for August 2017, an overview of the proposed Trump tax plan, information on small business capital spending plans in the US, and Canadian investment inflow and outflow statistics. It was written by Paul Young, a CPA and expert in various business fields, and includes his contact information. The durable goods report shows a 1.7% increase in August driven mainly by aircraft, but excluding transportation orders rose only 0.2%. The Trump tax plan is proposed to lower the corporate tax rate to 20% and the pass-through business rate to 25%, while maintaining the top individual rate at 35%.
Canada's economy has shown strength in 2017. However, caution should be consider when reviewing the GDP growth numbers due to fact that oil production has rebound both due to higher prices as well as production returning to Fort McMurray
This presentation looks at United States March 2017 production. The presentation highlight key areas as well as government policy that may influence production over the longer term.
Retail sales are up 0.3% after price consideration are removed. Retail sales continue be on a pace for 8% growth. Caution: Household debt is ultimate high in 2017.
Paul Young CPA, CGA presents a summary of durable goods orders in the United States for September 2017. Orders for key US-made capital goods increased more than expected according to Moody's, pointing to robust business spending that could help mitigate economic impacts from hurricanes. Sources include the US Census Bureau and BMO Economics for data on US durable goods. Additional sources are provided on CETA, NAFTA, and related commentary.
This gives you a quick look at government revenues and spending for the fiscal year-ending March 31, 2017. The federal government annual deficit is now at $22B.
United States (U.S) Retail Sales in February Post Smallest Gain in Six Monthspaul young cpa, cga
Retail sales in the United States grew 3.7% in February 2017 compared to the same period last year, higher than the forecasted 2.7% growth. While the increase was the smallest in six months, January's core retail sales were revised upward to a 1.2% gain. Most retailers reported weak February sales despite warm weather, likely due to delayed tax refunds reducing household spending. More states are targeting online retailers to collect sales tax in efforts to offset lost revenue from e-commerce sales.
Are GDP fundamentals strong for Canada and United states may 2017paul young cpa, cga
This presentation looks at key areas that will drive GDP for both Canada and United States. Key fundamentals are what you have to watch when assessing GDP. GDP has many moving parts, but a few parts drive the bulk of GDP like consumer spending, business spending/investment and government spending.
1) The Canadian economy grew modestly in the first quarter of 2016, with GDP increasing slightly. However, weak commodity prices impacted key sectors like oil and metals which saw declines.
2) Retail sales remained strong in areas like automotive and home renovations, but were weaker in gas stations and grocery stores. Meanwhile, housing starts increased from the prior year but affordability continues to erode in major cities.
3) The job market saw gains in healthcare and social services but losses in manufacturing, as exports and industry struggled with slow global growth. Wages rose modestly after inflation despite concerns around rising costs of living.
The organised retail sector in India faces several challenges that are hindering its growth, including a global economic slowdown reducing consumer demand, intense competition from unorganised retailers, and lack of basic infrastructure. Additional issues include high real estate costs, supply chain inefficiencies, challenges hiring and retaining skilled workers, and losses from retail shrinkage. Addressing these obstacles will help the sector achieve greater economies of scale and expansion.
Technology continues to advance and embed itself into every aspect of our lives, we need to better understand when, how and why consumer use this tech.
The document discusses marketing information systems and scanning the external environment. It addresses the components of a modern marketing information system and useful internal records. It also covers developing a marketing intelligence system through steps like training salespeople, motivating channel members to share intelligence, and utilizing customer and government data. The document then examines analyzing trends in the macroenvironment, including 10 megatrends shaping consumer behavior. Finally, it outlines various forces in the external environment like demographic, economic, socio-cultural, natural, technological, and political-legal factors.
Online Grocery prices have been following a similar pattern as the offline ones, with online prices rising slightly faster over the last 5 years cumulatively. Steel and Aluminum tariffs affected Appliances both online and offline. While the CPI rose after the March 2018 tariff implementation, the DPI showed a tampering in the deflation.
Computers shows a slightly steeper decline in prices online vs offline. For some categories the online and offline worlds are starting to blur into one. The CPI and DPI for TVs is remarkably similar. The online prices for Toys have started to exhibit a slower deflation in the last few years, diverging from the CPI. Sporting Goods show a much quicker deflation online, possibly caused by a quicker product turnover online.
FNB_Property Insights_Retail Property's Consumer ChallengesBerty Van Staaden
- The key challenge currently facing the retail property sector is the financial condition of the consumer, as economic growth has slowed and put pressure on household income and spending.
- Over the past 20 years, strong consumer spending helped retail property outperform other sectors, but more recently the economic environment has weakened and consumers face higher taxes and financial pressures.
- Three potential sources of pressure on consumers and retail spending are stagnant economic growth reducing income growth, rising effective tax rates increasing costs for households, and consumers potentially increasing savings rates due to weak sentiment and net wealth growth.
Bloomberg Intelligence: US Consumer Goods Outlook 2015Bloomberg LP
The document summarizes trends expected in 2015 for the consumer goods sector, including packaged foods, beverages, tobacco, and alcoholic beverages. Some key points are:
1) North American packaged food sales are expected to rise only 1% annually through 2019 due to weak population growth and price increases taken by producers to offset commodity inflation.
2) Global beverage sales may increase 2-3% annually through 2018, led by growing demand in Asia-Pacific for beer and spirits, while carbonated beverages see weaker growth.
3) Tobacco sales, led by cigarettes, are projected to grow 6% annually through 2018, aided by rising consumer confidence in high-smoking regions like Europe and Indonesia.
Adobe Digital Insights Holiday Recap Report 2017Adobe
Adobe Digital Insights releases it's 2017 Holiday season recap report. Adobe finds that online holiday shopping season in 2017 tops expectations. Online shopping totaled $108.2B during the 2017 holiday season, representing 14.7% growth year-over year ($107.4B, 13.8% growth predicted)
The Thanksgiving weekend was one for the record books. Holiday shoppers took full advantage of deep discounts and spent over $19B dollars during the five days between Thanksgiving and Cyber Monday.
Cyber Monday and Black Friday stay dominant and emerge as mobile mega-days. Cyber Monday was the first day with over $2.0B in mobile shopping alone.
Big retailers won big, but small retailers competed on key days. The largest retailers saw big holiday season growth while smaller retailers had an advantage during the Thanksgiving weekend, particularly on mobile devices.
Big markets drive holiday growth. The nation’s largest markets saw big growth, particularly on key days.
US retail sales increased 1.4% in 2017. Online retail sales grew 21.1% and were the main driver of overall growth, while brick-and-mortar sales only increased 0.1%. Consumer confidence remains high at 118, above the global average of 104, indicating consumers feel positive about their financial situations and are willing to spend, benefiting retailers and manufacturers. The strong growth of e-commerce shows consumers spending outside traditional stores.
This document provides a summary of United States retail sales figures for April 2017 written by Paul Young, a CPA and expert in various financial fields. It outlines Paul Young's background and credentials, then lists agenda items to discuss retail sales summaries and key sectors. Links are provided to Census sources for retail sales summaries and breakdowns by sector. [/SUMMARY]
This document provides a summary of durable goods orders in the US for August 2017, an overview of the proposed Trump tax plan, information on small business capital spending plans in the US, and Canadian investment inflow and outflow statistics. It was written by Paul Young, a CPA and expert in various business fields, and includes his contact information. The durable goods report shows a 1.7% increase in August driven mainly by aircraft, but excluding transportation orders rose only 0.2%. The Trump tax plan is proposed to lower the corporate tax rate to 20% and the pass-through business rate to 25%, while maintaining the top individual rate at 35%.
Canada's economy has shown strength in 2017. However, caution should be consider when reviewing the GDP growth numbers due to fact that oil production has rebound both due to higher prices as well as production returning to Fort McMurray
This presentation looks at United States March 2017 production. The presentation highlight key areas as well as government policy that may influence production over the longer term.
Retail sales are up 0.3% after price consideration are removed. Retail sales continue be on a pace for 8% growth. Caution: Household debt is ultimate high in 2017.
Paul Young CPA, CGA presents a summary of durable goods orders in the United States for September 2017. Orders for key US-made capital goods increased more than expected according to Moody's, pointing to robust business spending that could help mitigate economic impacts from hurricanes. Sources include the US Census Bureau and BMO Economics for data on US durable goods. Additional sources are provided on CETA, NAFTA, and related commentary.
This gives you a quick look at government revenues and spending for the fiscal year-ending March 31, 2017. The federal government annual deficit is now at $22B.
United States (U.S) Retail Sales in February Post Smallest Gain in Six Monthspaul young cpa, cga
Retail sales in the United States grew 3.7% in February 2017 compared to the same period last year, higher than the forecasted 2.7% growth. While the increase was the smallest in six months, January's core retail sales were revised upward to a 1.2% gain. Most retailers reported weak February sales despite warm weather, likely due to delayed tax refunds reducing household spending. More states are targeting online retailers to collect sales tax in efforts to offset lost revenue from e-commerce sales.
Are GDP fundamentals strong for Canada and United states may 2017paul young cpa, cga
This presentation looks at key areas that will drive GDP for both Canada and United States. Key fundamentals are what you have to watch when assessing GDP. GDP has many moving parts, but a few parts drive the bulk of GDP like consumer spending, business spending/investment and government spending.
The document provides an overview of the manufacturing sector in Canada for May 2017. It summarizes data showing that manufacturing growth cooled slightly last month according to the PMI index, though export demand rose. Statistics on manufacturing sales and employment are also presented. Issues facing the sector discussed include increased payroll taxes, high hydro rates, red tape and carbon taxes which increase costs, though productivity has improved.
This presentation looks at GDP for March 2017. Canada had a very strong January in terms of GDP, but growth has slowed down since January 2017. Canada is still on pace for GDP growth of 2.1% for 2017.
This document analyzes GDP growth in the United States for the third quarter of 2017. It was authored by Paul Young, a CPA and CGA with expertise in various fields including risk management, business processes, and supply chain management. The document provides Paul's contact information and outlines that it will analyze US GDP by quarter using data from the Bureau of Economic Analysis and other sources, with an expectation that US GDP growth for 2017 will be between 2.5-3.0%.
United States Transformation - Trump Era of Government Beginspaul young cpa, cga
This presentation looks a issues facing the United States. The presentation will include key stats as reference point as United States changes from a Democratic led government to Republican government in November 2016.
This document provides a summary of Canada's fiscal situation in July 2017 according to Paul Young CPA, CGA. It outlines key figures on government revenues and expenses, including a deficit of $28 billion for 2017-2018. It also summarizes the small business tax proposal, GDP growth slowing to 4.0% in July 2017, concerns around the upcoming federal carbon tax in 2018, and rising costs of refugees which may reach over $1 billion for 2017-2018. Provincial transfers from the federal government are also discussed.
Latest Economic Report from the Rocket Performance GroupIan Howell
The document discusses the importance of perception and reputation in today's digital landscape. It argues that perception and reputation building are as important as traditional marketing tactics like catching attention. Managing a business's online reputation is about what the business stands for and how customers rate it. The document advises businesses to audit how interesting, engaging, and up-to-date their online presence and content are in order to positively impact perception and reputation.
Retail sales in Canada were up in March 2017 compared to February 2017. The document then provides details on retail sales numbers and trends from various sources such as Stats Canada and BMO Economics. It notes that automotive sales are driving overall retail sales growth, while food sales growth has slowed. It also discusses household debt levels in Canada and forecasts that many Canadians may face financial difficulties if interest rates rise significantly in the future. The document concludes by comparing e-commerce sales and trends in Canada versus the United States.
Retail Sales and Consumer Spending Analysis and Commentary - July 2023.pptxpaul young cpa, cga
Canadian retail sales dropped 0.3% in August, the first decline since March, as higher interest rates start to impact household budgets. Seven of the nine retail subsectors saw sales increases in July, led by food and beverage retailers, while motor vehicle and parts dealers saw the largest decrease. Excluding autos, retail sales in July rose 1%, double expectations. The report suggests Canadians are tightening spending as more face higher mortgage payments and gas prices due to Bank of Canada rate hikes aimed at slowing inflation.
Addressing issues with the Public Sector Governance Model.pptxpaul young cpa, cga
The key challenges facing Australian business leaders in 2023 include:
1. Talent acquisition, retention and training staff for digital transformation.
2. Implementing successful digital transformation while managing cyber risks.
3. Adapting to changing regulations and reporting requirements.
Health risks from COVID-19, social reputation concerns, and disruptive emerging technologies are also significant social challenges impacting Australian businesses. Over the next 3-5 years, talent management for digitization, cybersecurity, digital transformation, regulatory changes, and identifying new growth opportunities will be the top challenges according to business leaders.
Global Housing Market Analysis and Commentary- September 2023.pptxpaul young cpa, cga
Summary:
Homebuilders are walking a fine line when it comes to new projects as high mortgage rates curb demand.
New residential construction, including single-family homes and multifamily, dropped 11.3% month over month in August to 1.283 million units on a seasonally adjusted basis, according to Census Bureau data released Tuesday. That's down 14.8% compared with a year ago and well below the 1.44 million units economists surveyed by Bloomberg projected.
But authorized residential permits — an indicator of potential future activity — rose 6.9% to 1.543 million permits in August from July. That was still down 2.7% from last August. Single-family permits, though, were up 2% from July to 949,000. Multifamily permits came in at 535,000.
The data reflects two opposing forces builders are trying to balance: the ongoing need for new construction to fill in limited inventory and elevated mortgage rates that are hurting their biggest customer right now, the first-time homebuyer.
"High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower," Robert Dietz, chief economist of the National Association of Home Builders, said Monday in a press release after builder confidence dropped for the second straight month.
Source: https://ca.finance.yahoo.com/news/homebuilders-face-a-tough-balancing-act-on-new-construction-amid-high-mortgage-rates-130744368.html
Blog – What is next for the Mining Sector – September 2023
The mining sector provides critical material that support solar, wind, and lithium-ion batteries as part of the green transition. https://www.iea.org/news/critical-minerals-market-sees-unprecedented-growth-as-clean-energy-demand-drives-strong-increase-in-investment
The mining sector products play a key role with the global GDP - https://www.yicaiglobal.com/news/global-mining-industry-value-was-69-of-world-gdp-last-year-china-says
Mining practices need to be sustainable including following all ESG policies - https://www.linkedin.com/advice/1/how-can-you-monitor-sustainable-mining-practices
Other links and sources –
Lithium Supply and Price - https://zbr.com.mx/en/sin-categoria-es/lithium-prices-fall-44-in-china-due-to-lack-of-demand/138168/
Cobalt - https://www.linkedin.com/posts/mahmut-karada%C5%9F-a2b7a5151_china-exportrestrictions-gallium-activity-7082603182589157376-Zrty/?trk=public_profile_like_view
Nickel https://www.eureporter.co/business/2023/09/15/stanislav-kondrashov-from-telf-ag-nickel-prices-outlook-remains-positive/
Iron-ore - https://www.brecorder.com/news/40263584/sgx-iron-ore-set-for-best-week-in-3-months
TD Bank / Metals - https://www.tdsecurities.com/ca/en/setting-the-stage-for-gold-outlook
Biodiversity / Mining - https://worldcrunch.com/green/lithium-green-energy-argentina-indigenous
ESG - https://iriscarbon.com/the-added-value-of-integrated-esg-reporting-a-threefold-framework/
Blog – Manufacturing Shipments and Orders – The United States – August 2023
Summary:
New orders for manufacturing technology in the United States totaled $353.9 million in July 2023, as per the latest report by AMT – The Association For Manufacturing Technology. This figure marked a 12.4% decline from June 2023 but remained only 10.5% lower than July 2022. Year-to-date orders amounted to $2.83 billion, reflecting a 12.7% decrease compared to the same period the previous year.
Douglas K. Woods, President of AMT, noted that July is typically a slower month for manufacturing technology orders, so a slight drop was expected. However, he pointed out a notable trend: over the last two months, the year-to-date order gap has narrowed during historically slow periods. While job shops have seen decreased orders, other industries that benefited from reshoring or government investments have helped fill the gap.
Among specific sectors, job shops, the largest customer segment, placed their lowest total monthly orders since August 2020. In contrast, metal valve manufacturers recorded their third-highest monthly order value on record, last seen in September 2018, making up nearly 5% of the total manufacturing technology order value for July 2023. Manufacturers of motor vehicle transmissions continued to order machinery at an elevated pace. However, the aerospace industry continued to order below its early 2022 peaks, with hopes that recent projects like the federal government's $1.5 billion investment in communications satellites might reverse this trend.
Source: https://www.sme.org/technologies/articles/2023/september/u.s.-manufacturing-technology-orders-dip-in-july-but-show-resilience-amid-economic-uncertainty
Stock Market Analysis and Commentary for WE September 15 2023.pptxpaul young cpa, cga
Blog – Analysis and Commentary – Stock Market – WE September 15 2023
Summary:
Stocks fell Friday as investors wrap up a volatile week ahead of the Federal Reserve's policy meeting.
The Dow Jones Industrials tumbled 288.87 points to close out Friday and the week at 34,618.24. At its lows, it completely wiped out Thursday's 332-point rally.
The S&P 500 index sank 54.78 points, or 1.2%, to 4,450.32.
The NASDAQ index plunged 217.72 points, or 1.6%, to 13,708.33.
The Dow held onto a winning week. The S&P 500 and NASDAQ both closed out the week with losses.
Information technology was the worst-performing sector in the S&P 500, down nearly 2%. Adobe shares fell more than 4% even after the software firm posted better-than-expected quarterly results. Shares of Arm Holdings were lower one day after its successful public debut.
Auto stocks General Motors and Stellantis N.V. were higher Friday, while Ford Motor was about flat. Thousands of members of the United Auto Workers went on strike after failing to reach a deal with the automakers Thursday night.
Elsewhere, Lennar shares slid 3%. The home construction firm posted third-quarter results that beat on the top and bottom lines.
On the economic front, the University of Michigan's consumer sentiment survey showed one-year inflation expectations dropped to 3.1% in
September, tied for the lowest since January 2021. Also, the five-year outlook fell to 2.7%, matching its lowest since December 2020.
- Canadian manufacturing sales increased 1.6% in July, led by higher sales in food products, petroleum and coal products, and transportation equipment. Paper and plastics sales decreased the most.
- Inventory levels increased slightly while unfilled orders decreased, pointing to a potential slowdown.
- The manufacturing sector in Canada will continue to face challenges such as global economic uncertainty, rising costs, supply chain issues, climate change risks, and skills shortages.
Electricity Analysis - Canada and the OECD - June 2023.pptxpaul young cpa, cga
Summary:
Over three-quarters of the world’s total coal-generated electricity is consumed in just three countries. China is the top user of coal, making up 53.3% of global coal demand, followed by India at 13.6%, and the U.S. at 8.9%.
Burning coal—for electricity, as well as metallurgy and cement production—is the world’s single largest source of CO2 emissions. Nevertheless, its use in electricity generation has actually grown 91.2% since 1997, the year when the first global climate agreement was signed in Kyoto, Japan.
However, even as non-renewables enjoy their time in the sun, their days could be numbered.
In 2022, renewables, such as wind, solar, and geothermal, represented 14.4% of total electricity generation with an extraordinary annual growth rate of 14.7%, driven by big gains in solar and wind. Non-renewables, by contrast, only managed an anemic 0.4%.
The authors of the Statistical Review do not include hydroelectric in their renewable calculations, even though many others, including the International Energy Agency, consider it a “well-established renewable power technology.”
With hydroelectric moved into the renewable column, together they accounted for over 29.3% of all electricity generated in 2022, with an annual growth rate of 7.4%.
Source - https://energynow.ca/2023/09/infographic-what-electricity-sources-power-the-world-see-them-here-visual-capitalist/
Logistics Warehousing Transportation and Distrbution Analysis and Commentary ...paul young cpa, cga
The document provides an overview of key metrics and trends in the logistics, warehousing, distribution, and transportation sector. It includes data on consumer price index, diesel fuel costs, freight indexes, e-commerce sales, retail sales, class 8 truck sales, EPA emissions standards, trailer sales, and tonnage. It also discusses supply chain management solutions like planning analytics, blockchain, and AI assistants. Finally, it touches on topics like infrastructure spending, automation, and ESG reporting.
Retail Sales and Consumer Spending Analysis and Commentary - United States - ...paul young cpa, cga
United States retail sales rose 0.6% in August despite flat sales at internet retailers after Amazon Prime Day. Most of the increase was due to higher gasoline prices. While consumer spending has been strong, higher interest rates and a slowdown in hiring are expected to restrain purchases in the coming months. Forecasters predict the 2023 holiday shopping season could be the weakest in five years due to economic challenges facing consumers. The retail sector continues facing inventory management challenges and social governance issues.
How to improve the Governance Model for the Public Sector - United States - S...paul young cpa, cga
This document provides a summary of strategies to improve governance in government. It discusses factors that impact governance like transparency and accountability. It recommends using performance audits to assess key performance indicators and ensure recommendations are implemented. Other strategies include improving data ethics and literacy, mitigating geopolitical risks, adopting ESG reporting, and using technology like audit analytics and AI to enhance governance. The overall goal is for government to deliver programs and tax policies with value for money and transparency.
This document provides an analysis of the agriculture output and equipment sector for August 2023. It includes discussions of commodity prices, crop estimates, energy prices, food prices, farming incomes, top farming states, food processors, and the role of technology and government in farming. Key points covered include rising input costs challenging farmers, preliminary crop estimates for Canada, volatility in oil and diesel prices impacting farm expenses, and opportunities for data and automation to help address issues in the agriculture industry.
Biotech Pharmaceutical Medical Equipment and Supplies - Analysis - September ...paul young cpa, cga
This document provides an overview and agenda for a presentation on the biotech, pharmaceutical, and healthcare sector. It includes:
- An introduction and biography of presenter Paul Young CPA CGA
- An agenda covering topics like vaccine production, drug discovery, innovation in areas like storage and AI, and the life sciences strategy
- Links and summaries of information on these topics, including the top vaccine manufacturers, regulations in Canada, and growth in the pharmaceutical market
The presentation aims to discuss key areas of the biotech/pharmaceutical sector including vaccine development and production, drug discovery, innovation, and strategies for the life sciences industry. Links and outside sources are provided to support the topics in the agenda.
Better Public Safety Management using Analytics - September 2023.pptxpaul young cpa, cga
This document discusses using analytics to improve public safety management. It outlines rising public safety costs for governments and key issues facing policing like complex crimes and accountability. The document presents crime rate data for Canada and discusses building machine learning models in SPSS and dashboards in Cognos Analytics to analyze police data and forecast expenses. Finally, it lists potential next steps for crime in Canada like bail and corrections reforms, gun control, and increased police oversight.
Stock Market Analysis and Commentary for WE September 9 2023.pptxpaul young cpa, cga
What did the markets tell us this week?
1. Housing supply and costs continue to plague countries around the world.
2. Gasoline prices are on the rise that puts pressure on central banks ability to hit their core inflation targets.
3. ESG adoption by both the private and public sector is leading to both funding concerns and the overall cost of implementing ESG policies.
4. Adopting technology as part of increasing food production is facing both capital and operational funding concerns.
5. Strike at LNG facility in Australia is leading to concerns around a supply chain disruption of natural gas for EMEA and Asia.
6. The threat of China dumping batteries into markets - https://www.ft.com/content/b6038e51-7b5b-4f97-a5da-9202e71562fc
7. Adoption of generative AI has been facing many challenges related to security, privacy, and ethical issues.
8. Lack of biodiversity planning as part of the overall climate mitigation including sustainable mining, forestry, oil, gas, agriculture, and housing
9. Geopolitical issues continue to impact supply chain.
10. The concerns of recession continue to plague both the private and public sector.
11. Productivity issues continue to plague governments around the world.
Workforce Planning and Employment Analysis - August 2023.pptxpaul young cpa, cga
The document discusses workforce planning and employment analysis. It provides an overview of employment statistics in the United States, Canada, and Australia. It then discusses Sysco's workforce planning model and the role of the CFO in workforce planning. Finally, it defines autonomous finance as the automation of financial operations through software and algorithms, and provides some key statistics on its adoption.
Global Automotive - Analysis and Commentary - August 2023.pptxpaul young cpa, cga
This presentation provides an overview of key trends in the global automotive sector in August 2023. It discusses 1) sales trends in Canada, the US and globally, 2) the growth of electric vehicles and focus on reducing emissions, and 3) ongoing transformation in the industry through automation, connectivity and new technologies. Sources included discuss topics like electric vehicle production and adoption, public safety issues regarding EV fires, gasoline and car prices, supply chain challenges, and green transitions in transportation.
Global (Mining Oil and Gas Forestry and Agriculture) Analysis and Commentary ...paul young cpa, cga
The mining, oil, gas, agriculture, forestry, and mining continue to face environmental, social, and governance policy review including reporting of key metrics as part of ESG reporting cycle.
There is more focus on profitability and investment returns as part of the integrated planning and reporting cycle.
Summary:
The global economy faces what at least one forecaster is calling a mild trade recession as shipments from China slump and German factories downshift.
China’s export declines extended into August, though there were signs that the worst of a world trade slowdown may be over for the leading exporter.
Overseas shipments from China fell 8.8% in dollar terms from a year earlier while imports contracted 7.3%, both better than economists’ estimates and significantly less severe than July’s downturn.
Other data have suggested trade may be stabilizing after weakening for most of this year. Exports from South Korea also declined at a more moderate pace in August than the previous month.
Source: https://www.bloomberg.com/news/newsletters/2023-09-07/supply-chain-latest-world-trade-faces-a-shallow-recession?srnd=economics-v2
Additional sources and links:
Lithium - https://source.benchmarkminerals.com/article/falling-lithium-prices-challenge-potential-cost-advantages-of-sodium-batteries
Oil Production - https://www.cnn.com/2023/09/06/business/oil-price-goldman-sachs/index.html
Natural gas - https://www.fxstreet.com/news/natural-gas-holds-up-as-markets-in-limbo-over-strikes-202309070956
Lumber - https://www.fastmarkets.com/insights/sawmill-capacity-closures-reshape-us-lumber-supply
Critical metals - https://www.wasterecyclingmag.ca/feature/how-recycling-could-solve-the-shortage-of-minerals-essential-to-clean-energy/
Agriculture - https://www.morningagclips.com/economists-forecast-positive-end-of-year-crop-outlook-despite-warmer-midwestern-climate/
ESG - https://www.skadden.com/insights/publications/2023/09/the-informed-board/the-eus-new-esg-disclosure-rules
Ports - https://www.marketscreener.com/quote/stock/HAPAG-LLOYD-AG-24857717/news/Hapag-Lloyd-chief-warns-of-rougher-seas-ahead-for-container-shipping-44789017/
Top destination for reshoring - https://www.thenationalnews.com/business/economy/2023/08/29/uae-in-top-10-most-powerful-passports-for-investment-opportunity/
Global Trade - https://phys.org/news/2023-09-opinion-broke-global-climate-finish.html
What is next for the Forestry Sector and Lumber Production - September 2023.pptxpaul young cpa, cga
Lumber production in Canada continues to face many hurdles
Canada forest management practices are some of the bests in the world
Canada planted over 440M in seedlings back in 2018. It is now 2022 which means close 2M seedlings have been planted.
All levels need to put more focus on urban and rural planning solutions
More work including spending on wildfire and forest fire mitigation
Canada and USA need to find a path forward to resolve the softwood lumber dispute
There needs to a better balanced between climate change policies and growing the economy in a sustainable way
3D printing for housing needs to become mainstream
More protection needs to happen with key ecosystems like wetlands, forest, and peatlands.
There is a risk of debt default if interest rates are hike over the next few months
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...AntoniaOwensDetwiler
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Vighnesh Shashtri
Under the leadership of Abhay Bhutada, Poonawalla Fincorp has achieved record-low Non-Performing Assets (NPA) and witnessed unprecedented growth. Bhutada's strategic vision and effective management have significantly enhanced the company's financial health, showcasing a robust performance in the financial sector. This achievement underscores the company's resilience and ability to thrive in a competitive market, setting a new benchmark for operational excellence in the industry.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic DataChampak Jhagmag
In this presentation, we will explore the rise of generative AI in finance and its potential to reshape the industry. We will discuss how generative AI can be used to develop new products, combat fraud, and revolutionize risk management. Finally, we will address some of the ethical considerations and challenges associated with this powerful technology.
2. PAUL YOUNG - BIO
• CPA, CGA
• Financial Solutions
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Financial Solutions
• SME – Supply Chain Management
Contact information:
Paul_Young_CGA@Hotmail.com
3. MARKETWATCH / USA GDP
Source – Marketwatch – April 28, 2017
The steep drop-off stemmed from the smallest increase in consumer spending since
the end of 2009, largely reflecting fewer sales at car dealers. Consumer outlays rose
just 0.3%, a steep drop from the 3.5% gain at the end of 2016.
Government also reduced spending and businesses scaled back on inventory
production to make sure they didn’t get stuck with lots of unsold goods on warehouse
shelves.
The pullback in consumer spending is unlikely to last, though.
6. DURABLE GOODS / USA
Source – BMO Economics
• Headline U.S. durable goods orders jumped
1.7% in February, the second 2%’ish
increase in a row. Much of this was due to
the transportation sector (big jump in
Boeing orders in the month). Excluding
transportation, orders were up a more mild
0.4%, the 8th consecutive advance. The
details were a tad disappointing, with
declines noted in communications,
computers/electronics and cars. But general
machinery continued to rise, which is
encouraging. (Business Investment)
• Core orders(nondefense capital goods ex
air) slipped for the first time since
December, down 0.1% last month (but
January’s 0.1% decline was erased and is
now showing up as an increase).
• Core shipments (nondefense capital goods)
also edged lower for the 2nd straight month,
down 0.1% but December was up bigly, or
2.4%.