Section
Consumption
53 posts
Getting To The Bottom Of “Greedflation”
by Carl R. Tannenbaum, Chief Economist, Northern Trust Policies to address high prices are fraught with complications. “The…
Searching for Bargains Among High-Quality Retailers
by Will Keenan & William Smead, Smead Capital Management Dear fellow investors, At Smead Capital Management, our low…
Spotlighting Inequality
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios With a Presidential election…
Feeding Discontent
by Carl Tannenbaum, Chief Economist, Northern Trust Food prices are dragging down feelings about the economy. By Carl…
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…
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
CBO’s Rosy Scenario
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Last week the Congressional…
Saving Grace
by Carl Tannebaum, Chief Economist, Northern Trust Are lower saving rates a sign of trouble ahead? When I…
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…
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…
Paranoid? An Update on Consumer Sentiment
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Consumer and business…
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…
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
Helpless? Recession Risks Abound
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leading indicators continue…
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
