Browsing Category
Consumption
50 posts
Look for the Baby
by Kara Lily, Mawer Investment Management This past week, one of my colleagues shared a learning at our…
July 11, 2014
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…
July 4, 2014
Beyond the Emerging Middle Class
by Tassos Stassopoulos, AllianceBernstein For many years, the rise of the middle class in emerging markets has captivated…
April 4, 2014
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…
March 25, 2014
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…
January 15, 2014
Jeffrey Saut: The One Percent
“The One Percent” by Jeffrey Saut, Chief Investment Strategist, Raymond James December 16, 2013 Just as the commandment…
December 17, 2013
Liz Ann Sonders: "Gimme Three Steps … on the Path of Deleveraging"
December 2, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
December 4, 2013
Risk Vs. Reward: Is There a Bottom Coming in Commodities?
by SIACharts.com In this week's edition of the SIA Equity Leaders Weekly, we are going to revisit two…
November 21, 2013
The Economy and Bond Market Radar (November 18, 2013)
The Economy and Bond Market Radar (November 18, 2013) Treasury bond yields fell by a few basis points…
November 18, 2013
Energy and Natural Resources Market Radar (November 11, 2013)
Energy and Natural Resources Market Radar (November 11, 2013) click to enlarge Strengths Natural gas rose for a…
November 10, 2013
Fund Managers Shunning Commodities
Among the better ways to get a quick 30,000 ft macro snapshot of the institutional footprint in the…
November 5, 2013
4 Things To Ponder
by Lance Roberts of STA Wealth Management, It has been a very interesting week as the Government shutdown/debt…
October 29, 2013
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
October 21, 2013
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
October 21, 2013
Housing Issues A Continuing Drag On Consumer Spending
by David Templeton, Horan Capital Advisors A recent report by the Federal Reserve Bank of New York shows…
October 18, 2013