Food Retail
This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Investment Strategy team, we decided to go one step further. Rather than pontificating about what could happen in 2025, we decided to harness the power of the multiverse to tell you what did happen (in at least one highly representative timeline).
Next week, please join me for a Webcast on Tuesday, December 17 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET) to discuss the economy and financial markets.
And with that, I will sign off for the year. I wish you and your loved ones a very happy and healthy 2025. We will be back in the first week of January with our MacroQuant Model Update.
A Turning Point For US Small Caps…
Which Countries Are Most Vulnerable To A Food Crisis…
Executive Summary High food and fertilizer prices are at risk of morphing into a full-blown food crisis in several developing countries. Some countries were plagued by severe food insecurity even before the Ukraine war broke out. The Ukraine war has upended two crucial aspects of food…
Executive Summary Increase In Chinese Ag Prices Has Been Much More Muted Than Globally
Increase In Chinese Ag Prices Has Been Much More Muted Than Globally…
Highlights Portfolio Strategy The consumer staples recovery is sales-driven, underscoring that additional outperformance lies ahead. The lagging hypermarkets and retail food industries are starting to play catch up, reflecting a shift in consumer spending patterns. Use the drubbing in air…
Highlights Portfolio Strategy Retail food stocks are deep into the buy zone. Deflating food costs augur well for profit margins in the coming quarters. Lift the financial sector to neutral, via the asset manager and investment bank indexes. Recent Changes S&P Financials Sector -…