Tag: eric clark

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Consumer Spending on “Selective Indulgences” Remains Strong

Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as inflation cools over time, positive spending and saving dynamics will emerge.

Consumer Spending on “Selective Indulgences” Remains Strong

Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as inflation cools over time, positive spending and saving dynamics will emerge.

Analysis: Exciting New Defensive Consumer Staples Spin-off – KenVue (KVUE)

Key Points: Johnson & Johnson has spun out a portion of its consumer brands division Stable, predictable brands should thrive as the economy decelerates ...

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