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Consumer Spending
May 17 2019
Markets/Economy Consumer Spending
Article Consumers stronger than they appear May 17 2019

Shoppers shrugged off several issues causing 'Mapril' retail sales to be solid.

April 9 2019
Consumer Spending
Infographic Housing market on the rebound April 1 2019

Housing momentum is building as millennials move in and home prices moderate.

March 28 2019
Equity Markets/Economy
Article Follow the money March 27 2019

Corporate earnings and GDP growth got tangled in several temporary issues in Q1 and should bounce back.

March 1 2019
Equity Markets/Economy
Article Crosscurrents fading March 1 2019

If they do, stocks could float to our 3,100 year-end target.

March 15 2019
Liquidity Interest Rates
Article Stopping the pendulum's swing March 1 2019

Fed's Powell wants the markets to forget his vacillations of late 2018.

March 1 2019
Equity Markets/Economy
Article Q4 GDP: Not so bad after all February 28 2019

Capex and consumer spending beat expectations, helping to drive GDP growth of 2.6%.

March 15 2019
Equity Markets/Economy
Article Christmas sales plunge February 14 2019

Retail sales were solid in October and November; what happened in December?

March 15 2019
Consumer Spending Markets/Economy
Article 5 trends that are reshaping retail February 5 2019

It's not just online shopping. Retailers are using big data in all its forms to anticipate and meet customers' needs ... and to operate more efficiently, too.

April 9 2019
Consumer Spending Markets/Economy
Infographic Holiday shopping outlook is bright November 21 2018

An anticipated surge in retail sales and seasonal hiring look to boost spirits and the economy.

March 21 2019
Consumer Spending Growth
Video Secular growth themes: shopping, health October 22 2018

Portfolio Manager Tom Banks explores two secular growth themes for international investors.

April 9 2019
Consumer Spending
Infographic Ready, set...spend! August 21 2018

Students may not be thrilled but retailers love the back-to-school season.

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