Tag: consumer trends

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...

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...

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...

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...