Tag: consumer trends
Will The U.S. Economy Hold Up Into Holiday Shopping Season?
There are multiple reasons we could face a very tough holiday season.
A second surge in Covid could tighten restrictions on brick and mortar businesses.
Delayed...
Can U.S. Consumer Continue To Power Global Economy Into 2020?
Last Man Standing
It just doesn’t have the same ring as “last man standing” but times have changed. In this analogy, the Last Person is...
U.S. Consumer Research Shows Tailwinds Outweigh Headwinds
The Consumer Is Alright
Everyone appears keenly aware that the global economy, while still expanding, has been slowing.
This slowing trend has been evident since...
Consumer Cycle Indicator Flashing Early Warning Signs
If consumption is approximately 70% of US GDP, then inputs to the consumer are critical to the stability and growth of the economy.
So let's...
Consumer Discretionary Stocks Surging Past Staples In 2018
I continue to receive questions on Twitter regarding the agonizing decline for the Consumer Staple Index in 2018 (we have no stake).
As of this writing, consumer...
Economic Spotlight: Rising Oil Prices & Treasury Yields Concerning
CONSUMER WATCH: Below I present a chart showing a potentially deadly duo for the economy and consumers...
At least if the current trend doesn't slow.
The...
U.S. Economy: Squeezing The Consumer From Both Sides
The Federal Reserve raised the Federal Funds rate on December 13, 2017, marking the fifth increase over the last two years.
Even with interest rates...
The Illusion Of Prosperity
For the last 50 years, the consumer, that means you and me, have been the most powerful force driving the U.S. economy.
Household spending now...
Retail Sales Trends: Department Stores Rise From Ashes
It’s true…
The decline of the department store is nothing new. We have seen record retail closures, drastic shifts in business models, and full-blown marketing...
Are U.S. Consumers Getting Exhausted… By Debt?
Consumption Exhaustion
When people use the word catalyst to describe an event that may prick the stock market bubble, they usually discuss something singular, unexpected...