Section
Consumption
64 posts
View from the Observation Deck: Consumer Delinquency Rates
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck For todayās post, we…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment OfficerāPrivate Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
CBOās 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. AlemĆ”n, Chief Economist, Raymond James Chief Economist Eugenio J. AlemĆ”n 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 Tuesdayās 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, CFAĀ®, 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…
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…
What if Millennials and Baby Boomers are One and the Same?
by Michael Antonelli, Managing Director, Market Strategist, Baird & Company Thereās lots of things that drive stock markets.…
The Long View: Debt and Demographics
by Doug Peebles and Eric Winograd, AllianceBernstein DOUG PEEBLES Iām very excited to be here actually to discuss…
Time To Not Freak Out About Debt Again
by Urban Carmel, The Fat Pitch Summary:Ā Debt is a perennial worry.Ā Ā It's a natural human tendency is to think…
