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Placer Update Lowers 2024 Aggregate Visits Growth from +MSD to +LSD%. RH Bullish, WSM Mixed, BURL & SBH Weak
The SHORT term HFD data for PZZA suggest a better-than-expected quarter and a DPZ GLOBAL SSS miss
Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a closer look at likely trajectory of the front month Headline CPI number. As always, our process is rate-of-change centric and we have thus built our monthly inflation nowcast with a directional accuracy of 90% - this is the "hit rate" with which it correctly predicts the sign of the second derivative of the Headline CPI index, that is whether inflation is accelerating or decelerating in a given month. In addition, we employ a multi-scenario outlook (i.e. base case, upside, and downside estimates) to span the probabilistic range of inflation in a given month.
Discussion of what happened during the trial, the judge's questioning, and what we think will happen going forward.