Section
Consumption
59 posts
Changing the Filter as Oil Prices Bottom
Changing the Filter as Oil Prices Bottom by Rajeev Eyunni, Lily Zheng, Stephen Wei, AllianceBernstein The recent bottoming…
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...
Three Big Sectors Hit New Lows for the Year
Three Big Sectors Hit New Lows for the Year by Arthur Hill, CMT, StockCharts.com There are nine sectors…
Here's What CEOs Said About the Economy This Week
Here's What CEOs Said About the Economy This Week by Scott Krisiloff, Avondale Asset Management Each week we…
The 2016 Outlook: 3 Important Issues
The 2016 Outlook: 3 Important Issues by Brad McMillan, CIO, Commonwealth Financial Network I’m working on my 2016…
The Big Chill: What’s Wrong with the U.S. Consumer?
Most market watchers expect the US economy to bounce back in the second quarter. However, the consumer isn't…
Investor Focus Turns to Consumer Discretionary Stocks
Consumers in Hesitation Recent weakness in U.S. stocks has turned investor attention onto consumer discretionary companies, fueling the…
What's Next for the American consumer?
by Cam Hui, Humble Student of the Markets This Thursday, we will see the Retail Sales report. Despite…
China’s Millennials: Have Money, Will Travel
by Sammy Suzuki, AllianceBernstein China’s millennials are better educated and more affluent than their elders. They also have…
Demography Having an Impact on Inflation and Bond Yield (excerpt)
by Dr. Ed Yardeni Global economic growth has slowed over the past few years. Economists such as…
Look for the Baby
by Kara Lily, Mawer Investment Management This past week, one of my colleagues shared a learning at our…
The Consumption Drag: What it Means for Investors
The one segment of the U.S. economy that still appears to be lagging is also the biggest: household…
Beyond the Emerging Middle Class
by Tassos Stassopoulos, AllianceBernstein For many years, the rise of the middle class in emerging markets has captivated…
Four Reasons Businesses Could Begin Spending Again Soon
Despite record profits and exceptionally high corporate cash levels, capital spending by U.S. businesses remains subdued. Russ explains…
Ugly in a Hurry – Retail Stocks are Rolling Over
Ugly in a Hurry by Tom Brakke, Research Puzzle Consumer cyclical stocks have had a great run, with…
Jeffrey Saut: The One Percent
“The One Percent” by Jeffrey Saut, Chief Investment Strategist, Raymond James December 16, 2013 Just as the commandment…
