The current strong state of the U.S. consumer and their high level of spending coupled with supply chains that have recovered after the pandemic, this has allowed companies like TJX to have consistent inventories to sell to their customers. Should these conditions...
What To Watch This Week Last week, between major earnings, the Fed meeting, and macroeconomic data,markets were inundated with large potentially market moving events. Despite this flood of significant events and information, by and large, the markets digested it well....
What to Watch for This Week Last week, the market finally made clear that good news is indeed good news. Q4 GDP surprised to the upside, initial jobless claims remained low, and most importantly December’s Core PCE reading was in line with expectations. The result,...
Building products producers like Boise Cascade are getting a boost to their business due to the strong and resilient demand for new housing in the U.S. As long as the homebuilders continue to see strong demand, this strength will continue to pass through to the...
Insurance companies, MetLife, Inc. included have benefited greatly from recent premium increases as they had to increase rates to keep up with inflation. These premium increases tend to be lasting and do not often retreat, so should the price of their services remain...
Despite a tick up in Treasury yields and a swath of more patient messaging from Fed members, last week all three major indices closed the week making new 52-Week Highs. Additionally, this included two new all-time highs for the Dow & S&P500 indices. This was a...
Abercrombie & Fitch Co. shares have rallied over the past year and have great momentum. As long as U.S. macroeconomic conditions remain strong, keeping the U.S. consumers employed and flush with discretionary money to spend, the retail sector will continue to...
What to Watch for This Week Last week, the market digested the two key inflation reports quite well as they were mixed. The CPI report came in hotter than expected while the PPI report came in cooler than expected. In this shortened trading week, the theme will be...
What to Watch for This Week In the past few months, inflation has continued to trend downward, U.S economic data has remained resilient, and there have been no major spikes in unemployment or jobless claims. These are all indications that the runway for the...
The U.S. Homebuilder stocks have benefited greatly over the past few months as mortgage rates have begun to ease. With lower mortgage rates coupled with still strong demand for housing in the U.S. this is a favorable environment for the homebuilders. If these...