US consumer spending surged in August, topping estimates and showcasing remarkable resilience despite modest price pressures, according to the latest Personal Consumption Expenditures (PCE) data released by the US Bureau of Economic Analysis (BEA) on Friday, September 26, 2025. This stronger-than-anticipated consumer activity, which saw spending rise by 0.6%
The Consumer Discretionary Sector experienced a significant downturn on September 23, 2025, as automotive retail giant AutoZone (NYSE: AZO) reported a disappointing profit miss for its fiscal fourth quarter. This unexpected stumble, marking AutoZone's fifth consecutive earnings shortfall, sent immediate ripples across the market, highlighting growing concerns over corporate profitability
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Consumer confidence, a pivotal barometer of economic health, has shown persistent signs of weakening in recent months, casting a shadow over the global economic outlook. Driven by a cocktail of persistent inflation, rising interest rates, and growing labor market anxieties, this decline signals a potential retrenchment in consumer spending, which
The ongoing global tariff wars are exacting a heavy toll on two foundational pillars of the American economy: agriculture and durable manufacturing. These critical sectors find themselves on the front lines of escalating trade tensions, facing a barrage of challenges ranging from spiraling input costs to diminished export opportunities and
Since March 2025, Whirlpool has been in a holding pattern, posting a small return of 2.5% while floating around $94.25. The stock also fell short of the S&P 500’s 17.4% gain during that period.
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Atkore (NYSE:ATKR) and its peers.
The specter of persistent inflation continues to loom large over the global economy, with stubbornly high shelter costs emerging as a key antagonist in the Federal Reserve's battle for price stability. This enduring inflationary pressure is significantly influencing the central bank's "higher for longer" interest rate policy, creating a complex
The U.S. economy is facing a concerning outlook for late 2025, with the Organisation for Economic Co-operation and Development (OECD) sounding the alarm on a potential "stagflation-lite" scenario. This dual threat of slowing economic growth and persistently high inflation presents a formidable challenge, risking reduced purchasing power for consumers,
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Thermon (NYSE:THR) and the best and worst performers in the electrical systems industry.
The Federal Reserve finds itself at a critical juncture, navigating a treacherous path between aggressive market demands for interest rate cuts and the persistent realities of an economy that defies easy categorization. While financial markets have been consistently pricing in a series of rate reductions, the central bank is grappling
August 2025 has marked a significant turning point in global trade, as the United States enacted a sweeping escalation of trade tariffs, sending shockwaves through international markets and prompting fears of a full-blown global trade war. These aggressive measures, driven by a complex web of economic and geopolitical rationales, have
The Indian stock market has been a beacon of optimism in recent weeks, with benchmark indices, the BSE Sensex and NSE Nifty, extending their remarkable winning streak for a sixth consecutive session. This sustained upward momentum has injected significant positive sentiment into the market, signaling robust investor confidence and a
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
