Tag: consumer trends

This is part 2 of our investing research series on changing consumer and retail trends.  (Read part 1 here). This post was written with Chris...

This article was written by Derek Benedet. One would think given low unemployment, rising wages, still low interest rates, high confidence and a rising wealth...

Over the coming days, the business news headlines will not speak of the Federal Reserve, commodity prices or currencies. Instead they will likely focus...

Here are a couple of good examples of how changes in demographics and consumer trends can affect markets. We'll look at how Consumer banking and...

The Wealth Effect – a term associated with bullish stock markets and/or real estate expansions driving asset gains, which in turn spurs on spending...

Unfortunately, the body of economic evidence over the past 5 years would lead most (including myself) to say "probably not". And this would likely be...

One of the most important functions in my research is tracking sector performance. It is deeply imbedded within my broader macro work, as I...

One big question this quarter is how consumers are spending their extra cash saved by the drop in gas prices. So far, we haven’t...

The current "crisis" entails the government shutdown, the possibility of debt default, and the uncertainty of the default’s impact to GDP.  While many are...

On the very first day of Economics 101, you will see the below chart. This simple illustration identifies (in theory) the optimal price of...