US consumer

The Fed should cut rates given consumer spending has stalled and core inflation is tracking slightly below its forecast profile.

The trend from COVID and what its current outlook tells us about consumer behaviour in the current economic climate

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

US consumer companies have entered a nervous sales period as their customers are anniversarying last year’s large stimulus payments. Investor trepidation is warranted...

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...