consumer spending

We engaged Alphinity's Bruce Smith, who has been covering the supermarkets for decades, for his take on the investment case for them.

What does 2024 hold for global equity investors?

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.

A broader economic slowdown might still be necessary to convince the RBA that its policies are sufficiently restrictive.

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investors might consider...

The key insights and nuggets from Wall Street CEOs as they hand down their latest quarterly results.

Retail - even when the going gets tough, there’s still opportunities to be found

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.

Not every country has the same inflationary concerns and China's reopening still has a way to go, according to Fidelity.

‘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...

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...

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...

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...

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...