VIDEO: Higher Energy Prices, Consumer Trade-Down and What It Means for the Portfolio
Why we’re focusing on Warsh’s comments and the updated SEP, not today’s expected rate hike.
Blowout Retail Sales Report Shows Consumers Continue to Consume
Core retail sales at the strongest since 2024 will be a boost to Q3 GDP estimates and should alleviate concerns about consumer spending.
A Close Look at 2 Key Consumer Reports
Let’s break down the latest consumer credit report and the important New York Fed Survey of Consumer Expectations.
This Consumer Stock Just Hit a 2-Year High, Here’s How We’re Playing it
The name is outperforming its peers as the stock continues to climb.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.
Chart of the Day: TJX Heads Into Summer With Wind at Its Back
We’ve seen strong performance from this retailer as the summer shopping season gets underway.
We’re Raising Our Price Target for This Retail Holding
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
We’re Scooping Up More Shares of This Holding
Renewed inflation concerns and lingering tariff pressure play well for this company.