US consumer

Latest news and analysis on US consumer

Equities

US consumer insight from a tiny Denver bike manufacturer

The trend from COVID and what its current outlook tells us about consumer behaviour in the current economic climate
Roger Montgomery
Montgomery Investment Management
Equities

Franchised growth insulated from rates

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...
James O'Brien
Great Ocean Road Advisors
Equities

The anniversary of US stimulus

US consumer companies have entered a nervous sales period as their customers are anniversarying last year’s large stimulus payments. Investor trepidation is warranted...
James O'Brien
Great Ocean Road Advisors
Expert Insights

Don’t rule out a U.S. downturn

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...
Livewire Exclusive
Livewire Markets
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