Tagged: consumer


Employment, Consumer sentiment, Inventories

by WARREN MOSLER Higher than expected but last month revised lower, so seems best to wait a month (and sometimes more) for the revisions before passing judgement. And the wage data, if anything, is that...


Are Consumer Stocks Signaling Risk-On?

by Dana Lyons Is the surge in consumer discretionary stocks versus consumer staples sending a risk-on signal for stocks? When considering the quality of a stock market rally, we have a set of various “risk-on...