consumer spending

Latest news and analysis on consumer spending

Macro

The Australian economy may have finally reached its crunch point

‘Tis the season to start feeling pessimistic and tighten the budget if the latest data is anything to go by. There’s been gloom and doom predicted for markets all...
Sara Allen
Livewire Markets
Equities

No sign of weakness in consumer spending spells big profits for this card giant

Recession, schmession. If there’s one on the cards, consumers are ignoring the gloom and continuing to spend up big. It’s all been wonderful news for retailers. And...
NYSE:V
Sara Allen
Livewire Markets
Macro

How to invest for an inevitable consumer slowdown

In this episode of Stocks Neat, I am joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decline of consumer...
Steve Johnson
Forager
Equities

Monash switches to offence as green shoots emerge on the ASX

There’s been a lot of gloom and doom this year – but reports handed down this August were far from disappointing. Several companies returned record profits and...
IEL
+9
Sara Allen
Livewire Markets
Equities

The most important thing in today's environment

One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011 book) is to have a sense of where we stand. “I...
PLT
+1
Alex Shevelev
Forager

Blackrock: 3 reasons we're not seeing a more convincing recovery

Livewire News
Livewire News
Livewire

The Fed's concerned recent economic weakness might not be transitory

Livewire News
Livewire News
Livewire

The market loves it when the data’s not really positive

Livewire News
Livewire News
Livewire

The global deflationary shock is over… for now

Livewire News
Livewire News
Livewire

Earnings season is kicking off here in the US, but before I start reviewing some of the major earnings results, I want to discuss a bit of anecdotal evidence...

Jay Soloff
Jay Soloff
Argonath Financial
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