« Sector Relative Strength | Main | Inflation: This Time It's Different »

Comments

will rahal

The impact the CPI is having on the consumer is real. The correlation between CPI and Non-Durable Goods(items such as food and gasoline) is amazing. There is less income for discretionary spending.
For the first time in decades, the proporion of Durable Goods vs PCE is diclining even as wages increased strongly from the 2001 recession. A change in consumer behavior is taking place.

The comments to this entry are closed.

Bespoke

Our View

Bespoke Premium

In The News

Premium Site

  • Morning Lineup
  • Short Interest
  • Upgrades/Downgrades
  • Sector Snapshot
  • Daily ETF Trends
  • Weekly Review
  • Economic Indicators
  • Trade of the Day
  • Bespoke Stock Scores
  • Daily Market Model
  • Daily Strategy
  • Daily Stock Odds
  • Market Studies