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Economy

Grocery Sales and Consumer Sentiment

Grocery Sales and Consumer Sentiment

Grocery Sales and Consumer Sentiment

Is consumer sentiment a good gauge for how people will spend in the future? The hypothesis is when sentiment is moving up that people...

Eric Karlson

Aug 103 min read

The Tariff Rumble

The Tariff Rumble

The Tariff Rumble

The 2025 Q2 GDP initial estimate was released this week and came in at a robust 3.0%. Last quarter ( https://www.derivzero.com/post/the-...

Eric Karlson

Aug 22 min read

Are Grocery and Restaurant Sales Friends or Enemies?

Are Grocery and Restaurant Sales Friends or Enemies?

Are Grocery and Restaurant Sales Friends or Enemies?

When speaking with clients and colleagues, one of the common themes I hear is grocery and restaurant sales are inversely related. When I...

Eric Karlson

Jul 22 min read

The Tariff Tumble

The Tariff Tumble

The Tariff Tumble

The latest GDP number is a little confusing. GDP was up over 2% last quarter and then down 0.3% in 2025 Q1. Expectations were for 0.4%...

Eric Karlson

Apr 302 min read

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