Jinjoo Lee

New York

Columnist, Heard on the Street at The Wall Street Journal

Columnist at @WSJ Heard on the Street. Retail + energy. Email: [email protected]

Articles

Uranium Bulls Get Spooked by Unknowns From Canada to Russia

1 month ago | wsj.com | Jinjoo Lee

Your browser does not support HTML5 video. 0:00Paused0:13 / 6:54Uranium investments have declined due to tariffs and geopolitical uncertainty, despite long-term fundamentals remaining solid. Canada, the largest uranium supplier to the U.S., and Russia, a major provider of enrichment services, are affected by tariffs and political tensions. Long-term uranium prices are rising, and industry observers see enough demand drivers to support prices over the long term, despite near-term supply constraints.
铀多头受到加拿大和俄罗斯相关不确定性打击

1 month ago | cn.wsj.com | Jinjoo Lee

尽管唐纳德·特朗普(Donald Trump)政府承诺“释放商业核能潜力”，但与铀有关的投资今年开局不利。虽说长期基本面看起来很稳固，但关税和不可预测的地缘政治动向正给市场带来更多不确定性。据来自UxC的信息，八氧化三铀的现货价格今年迄今已下跌约12%。这也拖累了Sprott Physical Uranium Trust等基金的表现；持有这种大宗商品的这只基金已下跌19%。加拿大铀矿商Cameco的股价今年以来累计下跌17%，Sprott Uranium Miners ETF则下跌14%。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Droits de douane, inflation: l'angoisse gagne tous les Américains, même les plus fortunés

1 month ago | lopinion.fr | Jinjoo Lee

Les consommateurs américains ont bien des raisons de s’inquiéter depuis le début de l’année, face aux annonces à répétition sur les droits de douane, à l’inflation persistante et, plus récemment, aux récentes craintes de récession. Ces préoccupations semblent affecter les dépenses des personnes aisées comme celles des classes défavorisées, qu’il s’agisse de produits de première nécessité ou de luxe.
米消費者の不安、全所得層に広がる

1 month ago | jp.wsj.com | Jinjoo Lee

米消費者は今年に入り、めまぐるしい関税の応酬や根強いインフレ、より最近では景気後退（リセッション）懸念の再燃など、さまざまな心配事に頭を悩ませている。これらの懸念は生活必需品から高級品に至るあらゆる分野で、富裕層にも貧困層にも一様に支出への打撃となっているようだ。　低所得層の消費者については、2月末にシカゴ経済クラブで行われたインタビューで、米小売り大手ウォルマートのダグ・マクミロン最高経営責任者（CEO）が「予算の厳しい」顧客は節約を強いられていると述べた。彼らは「1カ月が終わる前に生活資金を使い果たす」ため、月末になると少量パックの商品を購入するのだという。ファストフードチェーン大手のマクドナルドは直近の決算説明会で、同業界は今年「低調なスタート」を切っているとし、低所得層の消費者による需要低迷を一因に挙げた。マクドナルドによると、2024年10-12月期の米ファストフード業界全体の低所得層の来店客による売上高は、前年同期比の減少率が2桁に達したという。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.
从必需品到奢侈品，美国消费支出现普遍疲软迹象

1 month ago | cn.wsj.com | Jinjoo Lee

Your browser does not support HTML5 video. 0:00Playing0:32 / 1:09今年迄今，从没完没了的关税消息到顽固的通货膨胀，以及最近对经济衰退的新担忧，美国消费者要担心的事情很多。这些担忧似乎正在同时打击富人和穷人的支出，从必需品到奢侈品，无一例外。以低收入消费者为例：沃尔玛(Walmart)首席执行官董明伦(Doug McMillon)在2月底芝加哥经济俱乐部(Economic Club of Chicago)活动上的一次采访中表示，“预算紧张”的顾客行为正在表现出承压迹象：月底他们会购买更小包装的商品，因为他们的“钱在月底之前就花光了”。麦当劳(McDonald’s)在最近的财报电话会议上表示，快餐行业今年“开局低迷”，其中一个原因是低收入消费者的需求疲软。麦当劳的数据显示，去年第四季度，美国整个快餐行业面向低收入顾客的销售额同比降幅为两位数百分比。我们注意到您已经是订阅用户，请登录
Consumer Angst Is Striking All Income Levels

1 month ago | wsj.com | Jinjoo Lee

American consumers have had a lot to fret about so far this year, between never-ending tariff headlines, stubborn inflation and most recently, fresh fears about a recession. These concerns seem to be hitting spending by both rich and poor, across necessities and luxuries, all at once.
Consumer Angst Is Striking All Income Levels

1 month ago | wsj.com | Jinjoo Lee

Your browser does not support HTML5 video. 0:00Playing0:16 / 1:09American consumers have had a lot to fret about so far this year, between never-ending tariff headlines, stubborn inflation and most recently, fresh fears about a recession. These concerns seem to be hitting spending by both rich and poor, across necessities and luxuries, all at once.
Gap’s Winning Look: Celebrity Moments and a Tight Belt - Heard on the Street

1 month ago | wsj.com | Jinjoo Lee

Creative leadership looks good on Gap. It looks even better with a tight belt on. The clothing company, which also owns Old Navy and Banana Republic, posted some impressive results. Its namesake brand’s comparable sales rose 7% last quarter from a year earlier, much higher than expected and marking the fifth consecutive quarter of growth. Old Navy and Banana Republic’s comparable sales rose 3% and 4%, respectively, also beating expectations by a wide margin. Shares jumped 13% Friday morning.
Argentina’s Shale: Time to Drill, Baby, Drill?

1 month ago | wsj.com | Jinjoo Lee

America’s prolific shale basins are running out of their best wells, but Argentina’s Vaca Muerta is just getting started. Will pro-business regulation be enough to start a shale boom there? Horizontal drilling in the basin took off around a decade ago, but unfavorable regulation—including capital and currency controls, import-export taxes and oil-price interventions, among other things—has hamstrung its growth.
Target Wants to Bring Back the ‘Tarzhay’ Magic

1 month ago | wsj.com | Jinjoo Lee

Target plans to revive its 'Tarzhay' image with new products, store improvements, and partnerships. Despite efforts to improve its sales, Target's growth projections have fallen short of analyst expectations as it faces competition from Walmart and others. Target's stock price has declined, reflecting investor skepticism about its ability to regain market share and justify a higher valuation.