VCR News and Press, Vanguard Consumer Discretion From 06/07/24

2024-06-07 14:35:00 ET Summary US economic activity has continued to expand at a modest pace in 2024, as the consumer has proven resilient in the face of high interest rates and elevated inflation. Job gains above pre-pandemic averages and nominal wage growth above inflation have ...

2024-06-03 12:19:23 ET Oppenheimer Asset Management indicated on Monday that it believes that further market upside is possible as the major market averages rally near record highs.... Read the full article on Seeking Alpha For further details see: Oppenheimer spotlights opp...

2024-05-29 15:30:00 ET Summary Are tech stocks back for the long term? Outlook for the tech sector. Global stock trends. ... Read the full article on Seeking Alpha For further details see: Tech Sector Momentum Returns, But Is It Back For The Long ...

2024-05-23 10:56:01 ET Goldman Sachs on Thursday argued that the U.S. consumer remains more likely to stay strong, even as some cracks have started to emerge with the health of the overall consumer marketplace.... Read the full article on Seeking Alpha For further details see: ...

2024-05-23 04:15:00 ET Summary S&P 500 earnings growth of 5% was driven primarily by the mega-cap tech+ stocks. We remain positive on technology and internet stocks but expect the earnings growth chasm between these leaders and the rest to close as two divergent business cycle...

2024-05-20 09:35:00 ET Summary American consumers, often seen as a bellwether for the global economy - have been largely resilient and healthy despite sticky inflation and higher interest rates. Can this resilience continue as difficult market conditions persist? At a high lev...

2024-05-18 07:00:00 ET Summary Edward Yardeni, President of Yardeni Research, has been - and remains - bullish on the stock market given a Federal Reserve that will likely retreat to the sidelines, strong consumer spending, and a solid growth outlook. Jose Torres, Senior Economist...

2024-05-16 14:30:00 ET Summary US CPI improves the inflation picture. US inflation is improving but some aspects are still troubling for the Fed. What the US bond market tells us about the outlook for rates. ... Read the full article on Seeking Alpha ...

2024-05-16 10:34:28 ET The status of the consumer is top of mind for many companies, a fact spotlighted during the conference calls that followed their latest earnings reports. Looking at a sample of that commentary from major consumer-focused firms, Goldman Sachs has concluded that the out...

2024-05-13 16:39:04 ET More on consumer stocks and news Walmart Has More Growth Levers Than I Realized Barclays spotlights 44 stocks to watch if inflation remains sticky Coca-Cola, Walmart and Colgate-Palmolive seen weathering consumer storm Hasbro: Fairly Pr...