Consumer Staples
The Paradox Of A Weak NOK…
Mixed Signals From August’s US Retail Sales…
Looking Around: Sectors And Subindustries…
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.
Defensives’ Outperformance Offer False Sense Of Breadth…
Prospects For Lower Borrowing Costs Lift Consumer Sentiment…
Global Equities Will Lag Bonds…
Credit Likely Drove July’s US Retail Sales…
European Asset Returns Post Carry Trade Unwinding…
August Payrolls Presage Higher Unemployment Rate…