Consumer Discretionary
A Turning Point For US Small Caps…
Downtrend In Savings Rate Gets Revised Away…
Consumer Income And Spending Consistent With Broad Cooling…
The Paradox Of A Weak NOK…
Canada’s Retail Sales Grow For Two Consecutive Months…
All US Income Quintiles Are In Better Shape…
Looking Around: Sectors And Subindustries…
Mixed Signals From August’s US Retail Sales…
This Special Report examines the post-pandemic evolution of consumption growth, relative equity sector and subindustry performance and recent commentary from consumer-facing companies to assess the likelihood that softer spending among lower-income households will spread to middle- and upper-income households.
Short BYD As A Powerful Strategic Trade…