Browsing Category
Consumption
50 posts
Feeding Discontent
by Carl Tannenbaum, Chief Economist, Northern Trust Food prices are dragging down feelings about the economy. By Carl…
March 11, 2024
View from the Observation Deck: Consumer Delinquency Rates
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck For today’s post, we…
February 25, 2024
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
February 19, 2024
CBO’s Rosy Scenario
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Last week the Congressional…
February 12, 2024
Saving Grace
by Carl Tannebaum, Chief Economist, Northern Trust Are lower saving rates a sign of trouble ahead? When I…
February 8, 2024
The many lives of the U.S. consumer
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. To…
December 13, 2023
PepsiCo Inc. - (PEP) - October 6, 2023
by SIACharts.com Shares of food and beverage producer PepsiCo (PEP) continue to drift downward heading into Tuesday’s earnings…
October 9, 2023
Paranoid? An Update on Consumer Sentiment
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Consumer and business…
October 2, 2023
Big Picture: Investors Not on the Defensive, Despite Talk of Recession
by Abhishek Ashok, M.A., MFE, CFA®, Analyst, AGF Investments Inc. Consumer staples, healthcare and utilities sectors have underperformed…
September 29, 2023
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
September 13, 2023
Helpless? Recession Risks Abound
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leading indicators continue…
January 23, 2023
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
March 15, 2022
Luxury Goods Sales Have Recovered to Pre-Pandemic Growth: Report
by Frank Holmes, CEO, CIO, U.S. Global Investors Luxury goods sales just went from dip to rip. After…
November 19, 2021
What if Millennials and Baby Boomers are One and the Same?
by Michael Antonelli, Managing Director, Market Strategist, Baird & Company There’s lots of things that drive stock markets.…
September 18, 2021
The Long View: Debt and Demographics
by Doug Peebles and Eric Winograd, AllianceBernstein DOUG PEEBLES I’m very excited to be here actually to discuss…
February 7, 2019