US retailer, Target experiencing strong earnings tailwinds

Jeff Thomson

Target is experiencing strong earnings tailwinds that remain underappreciated by the market. The US consumer remains a bastion of strength. Unemployment is touching 50-year lows and new job creation remains strong, so it’s not surprising to see that consumers are feeling good and consumption is booming. Retail sales in July... Show More

What the collapse of Spain’s sixth largest bank means for the sector and why we should all be watching

Jeff Thomson

Spanish banks have until recently been an attractive way for investors to play regional economic recovery and rate normalisation. The real estate market in Spain is in recovery mode and prices remain significantly below pre-crisis peak levels (unlike many other countries, including Australia). Domestic Spanish banks generally remain highly leveraged... Show More

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