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  1. Why Millennials Won’t Be Big Spenders This Holiday Season

    Headlines

    Sat, 20 Dec 2014

    growth will emerge from dormancy to accelerate by next spring and summer. “It will help the housing market, help consumer spending , help the economy and make sure we do get back to full employment,” he added. Zandi saw that bright outlook extend

  2. Key Themes for 2014

    Commentary

    Sat, 20 Dec 2014

    interest rates will remain low. These will continue to fuel growth in the U.S., as housing, autos and other consumer spending will remain strong. The U.S. unemployment rate will continue to fall in 2014, likely finishing the year below

  3. A Continent of New Consumers

    Headlines

    Sat, 20 Dec 2014

    increasingly fertile region for consumer spending over the next several decades ..... price swings and the impact on consumer spending and raw material costs, and ..... creation will be a key catalyst for consumer spending growth over the next several

  4. Fed's Lacker says oil drop boosting consumer spending

    Headlines

    Fri, 19 Dec 2014

    CHARLOTTE, N.C., Dec 19 (Reuters) - A drop in oil prices is benefiting U.S. consumers, a top Fed official said on Friday.

  5. Still Room for Improvement at Home, but General Mills Focuses on Key Levers to Benefit Long Term

    Commentary

    Wed, 17 Dec 2014

    Soft consumer spending continues to be a challenge, but these headwinds aren't unique to General Mills, and we still believe the firm's solid brand

  6. A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears

    Headlines

    Mon, 15 Dec 2014

    emerging economies including China, Russia and Brazil. Looking to 2015, we believe strength in corporate profits and consumer spending is likely to support continued economic growth in the United States. Amid this favorable outlook, we believe fundamentals

  7. Investors Stand to Clean Up With This Wide-Moat Firm

    Headlines

    Mon, 15 Dec 2014

    Even beyond the tough macro environment, where consumer spending has been ratcheted back and the competitive landscape ..... others, P&G has fallen victim to weak and volatile consumer spending combined with persistent cost inflation that has

  8. From Barron’s, December 15, 2014 (Part 1)

    Commentary

    Sat, 13 Dec 2014

    are being cut, impacting many other industries. SP500 earnings will be marked down. Consumers will benefit but consumer spending will not make up for the earning deficit from lower oil. With this being a time with strong seasonality , it is unlikely

  9. Falling Energy Prices Too Much of a Good Thing?

    Headlines

    Sat, 13 Dec 2014

    positive effects that they were likely to have on consumer spending . However, energy prices may have fallen a bit too ..... speed and gasoline prices remain low, I believe that consumer spending will remain robust for the rest of the holiday season

  10. India Morning Call-Global Markets

    Headlines

    Thu, 11 Dec 2014

    NEW YORK - U.S. stocks rose on Thursday as upbeat retail sales figures and other U.S. data pointed to a strengthening economy and lifted optimism about consumer spending .

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