Previous 10 | Next 10 |
Retail sales and food-services spending fell 0.3 percent in May following a 0.7 percent gain in April. Real total and real core retail sales are both well above prior trends. Overall, retail sales fell for the month and were dragged down by slower auto sales but remain well above ...
US retail sales were softer in May and there were downward revisions to April. Nonetheless, consumer spending can still grow strongly in the second quarter given a greater focus on services such as leisure and entertainment. However, the cost of living squeeze means households are...
As inflation surges, consumers are feeling the increased pricing pressures from all sides right now. The increased volatility and peak in oil prices seemed to take place as the end of an excess phase bubble was starting to unwind. Watching IYC move lower over the past 7+ months an...
Have we seen the worst of expectations for Fed hikes? Retailer discounting a driver in the rollover of inflation expectations. Beware of backward-looking earnings estimates. For further details see: Beware Of Backward-Looking Earnings Estimates
The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...
In the final installment, we review the relationship between innovation, markets, and global political stability over the last two centuries. This history suggests the existence of investors who are both more complex and less autonomous than either rationalists or behavioralists typic...
The broader retail space has been weak relative to the S&P 500 so far this year. On a YTD basis, the VanEck Vectors Retail ETF has underperformed the S&P 500 by 4.5 percentage points, trading down by 18.2% as of today. The market seems to believe that consumers will move d...
As previously detailed beforehand, Amazon's 1st quarter would be the worst in its history. Sure enough, it was, and the stock plunged 16% the following day. While revenue came in as expected, the market was spooked by lower operating income, margins and tepid guidance. Ugly (and m...
Innovation surges have historically occurred near secular low-points in real commodity prices, equity yields, and global political instability. High growth in disruptive innovations tends to occur as commodity prices, equity yields, and global instability rise. Growth rates in the...
According to the latest estimates from deStatis, retail sales crashed by 5.4% in April 2022 when compared to March; nearly identical m/m results from the prior April. Only this time, no case count conundrum or overstimulated government in sight. No one can blame the pandemic for this ...
News, Short Squeeze, Breakout and More Instantly...
Fidelity MSCI Consumer Discretionary Index Company Name:
FDIS Stock Symbol:
NYSE Market:
2024-07-01 11:24:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-10 22:26:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-04-11 11:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...