Section
Consumption
70 posts
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…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
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.…
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…
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…
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…
