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Latest Global Sportswear Supply Chain Read-Through Remains Bearish
Latest Global Sportswear Supply Chain Read-Through Remains Bearish
The S&P 500 Textiles, Apparel & Luxury Goods sub-industry index (S5TEXA Index), which includes names such as Nike, Lululemon, Deckers Outdoor, Ralph Lauren, and others, is down 15% year-to-date and roughly 65% from its late 2021 peak. With the index now hovering around Covid-era lows, Goldman analysts have published their latest read on textiles, apparel, and footwear, which explains why sentiment across the global industry remains so bleak.
Analysts led by Michelle Cheng reported that major Asian sportswear OEM March orders were mixed,...
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Sep 10, 2026 / Tyler Durden
Hike Or Hold? Debating The Coming Fed Decision
Hike Or Hold? Debating The Coming Fed Decision
Authored by Michael Lebowitz via Real Investment Advice,
Heading into the September 16 FOMC meeting, the debate over whether the Fed should raise rates or hold is heated. To help you appreciate the range of views, we present this article as a courtroom exercise. We will let the prosecution make its case for a rate hike, and the defense make its case for a hold. We will render our verdict after both sides present their cases.
To set the stage, Fed funds futures are...
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Aug 18, 2026 / Tyler Durden
DOJ Seeks Reinstatement Of Criminal Charges Against Kilmar Abrego Garcia
DOJ Seeks Reinstatement Of Criminal Charges Against Kilmar Abrego Garcia
Authored by Aldgra Fredly via The Epoch Times,
The Department of Justice (DOJ) filed an opening brief on Aug. 17 seeking to reinstate human smuggling charges against Kilmar Abrego Garcia after a district court found the prosecution to be vindictive.
U.S. District Judge Waverly Crenshaw Jr. dismissed the charges against Abrego Garcia on May 22, ruling that prosecutors brought the case against him in retaliation for his legal challenge to his wrongful removal to El Salvador last year.
In an Aug. 17 brief,...
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Sep 15, 2026 / Tyler Durden
Stay-At-Home Subsidies Won't Produce A Baby Boom
Stay-At-Home Subsidies Won't Produce A Baby Boom
Authored by Thomas Savidge via The Daily Economy,
Over Labor Day weekend, amidst Americans' attempts to enjoy the waning days of summer, The New York Times published an article titled "Trump Officials Draft Plan to Pay At-Home Parents, Using Funds for Working Ones." Per the story, the administration's proposal would use funds from the Child Care and Development Fund (CCDF), which subsidizes daycare for working parents, to pay stay-at-home parents for their at-home childcare.
My family could potentially qualify for the payment, but my wife...
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