
Paulitical Economy™
A snapshot of what’s going on in the world’s economy.
Episodes
15 episodes
Post 333: From Heinz to Smucker: Prices Up, Demand Down, Spin Up
We start by taking a look back at Heinz.And two decisions that ended their long-term relationship with McDonald’s.Healthcare costs for Canadian boomers are being subsidised by the next generation.As well ...
•
42:41

Post 332: Kraft Heinz Splits, Canada Drowns in Debt, Jobs Scarce — and Central Banks Sparked the Housing Crisis
After seven straight quarters of sales declines, and fourteen quarters of declining volume, Kraft Heinz has announced that they will split up the company.The merger of the two companies back in 2016 has been a disaster.And...
•
44:49

Post 331: The World Works… Until Debt Takes Over
49% of the homes sold in the US this year were under the price of $400,000Up from 43% in 2023.Shooting deaths in New York City are at an all-time low.But shooting up is still a problem....
•
30:36

Post 330
The Ford F-Series of pickup trucks have constantly been in the top six of cars sold going back to the 1960s.Pickup trucks now account for four of the top six.In the 2010s Japanese cars accounted for four of the top six.
•
44:07

Post 329
Large movie chains in the US are outperforming the industry.And a look back at AMC Theatres.French luxury goods company LVMH sales are still falling.Especially in Japan.US renewable ene...
•
31:17

Post 328
McDonald’s turns things around.But lower income consumers are suffering.Caterpillar sales are still falling but not as much.A turnaround?But things not looking good at Gucci.RH...
•
51:01

Post 327
Starbucks is still seeing comparable store sales decline.But a fourth leg of their business is growing quickly.Chateau Lafite Rothschild is one of the world’s top wines.Its futures price is off 49% from its peak.<...
•
46:51

Post 326
General Motors has a long and interesting history.It has been hurt by tariffs, but sales did benefit as customers rushed to beat the tariffs.Women are twice as likely to be raped in the UK and Sweden than they ar...
•
45:05

Post 325
Prices in the US are rising with eggs leading the way.To the extents that tariffs are pushing up prices it should be a one-time hit.Unless tariffs rise even further.Core inflation in Japan is st...
•
20:45

Post 324
US booze companies see impact from tariffs.First positive and then negative.Nike has not grown its sales for seven straight quarters.And just experienced its largest sales decline so far.
•
29:01

Post 323
Florida is one of the weakest housing markets in America.But prices are still sky-high compared to pre-COVIDNationally, sellers outnumber buyers by half a million.Prices are falling in some areas, but eve...
•
42:02

Post 322
Carnival continues to ride the wave of higher prices.General Mills sales are decliningBut would be a lot worse if not for their pet business.Yet, JM Smucker’s pet division had a double-digit sales declin...
•
25:55

Post 321
Campbell’s Soup sales are back in positive territory. Restaurants getting so expensive people are eating more at home. But not eating as many snacks. Hudson’s Bay is being liquida...
•
39:35
