Use consumer trends by sector to spot big profit plays 2023

-

Use consumer trends by sector to spot big profit plays 2023

Understanding where the consumer is hot… and where they’re not… is an enormous help heading into earnings.

Here’s a little cheat sheet I made for the upcoming earnings season:

This is a breakdown of overall consumer spending behavior.

Sectors on the left (green) are seeing positive consumer traction – a tailwind for companies in that sector.  This could make executives more optimistic when they talk about their full-year 2023 outlook.

Sectors on the right (red) are just the opposite – consumers are cooling their spending in these categories.  This could make the company more conservative in the expectations it has for the year.

Comments

Post a Comment

Popular posts from this blog

Critical Thinking, Logic & Problem Solving The Ultimate Guide to Better Thinking, Systematic Problem Solving and Making Impeccable Decisions with Secret Tips to Detect Logical Fallacies Bigrock Thinking

-
Image
  Critical Thinking, Logic & Problem Solving The Ultimate Guide to Better Thinking, Systematic Problem Solving and Making Impeccable Decisions with Secret Tips to Detect Logical Fallacies Bigrock Thinking Have you ever wished you were a more effective thinker? Do you feel overwhelmed when presented with a problem? In  Critical Thinking, Logic & Problem Solving , Bigrocks Thinking explains how you can enhance your critical thinking and problem-solving abilities to improve your learning, your work, and your personal life. The authors provide a step-by-step method for improving your ability to think critically and solve problems. They offer tips for conducting and thinking about research and information, covering issues like source reliability and logical fallacies. They also explain how to develop and implement solutions to problems, and they provide guidance on how to structure your thinking for effective communication and powerful storytelling. In our guide, we’ll also...
Read more

NYMO and NAMO Indicators

-
Image
 NYMO and NAMO Indicators Take a look at the McClellan Oscillators for the NYSE and the Nasdaq (NYMO and NAMO)… (Click here to expand image) (Click here to expand image) These are momentum-based indicators that help determine overbought and oversold conditions.  Readings of more than 60 indicate severely overbought conditions and often precede large declines in the markets. Readings of less than -60 express extremely oversold conditions and usually lead to strong bounces in stock prices. Both indicators closed in the extremely overbought territory last Friday. This is the sixth time in the past year that both the NYMO and the NAMO have been above 60 at the same time. Now, here’s how the S&P 500 performed after the four previous times… The market fell almost immediately following all five of the previous setups. The setup in mid-July led to only a brief, short-term pullback – lasting about one week. The S&P 500 then went on to rally about 10% over the next month into a ...
Read more

List of market outlook for 2023

-
  List of market outlook for 2023 Goldman Sachs  https://lnkd.in/eKzF_2K4 J.P. Morgan  https://lnkd.in/eHb6-622 Morgan Stanley  https://lnkd.in/e2nAMjmM Bank of America  https://lnkd.in/e8XFD8TW BlackRock  https://lnkd.in/eYxCBRGj HSBC  https://lnkd.in/eNfBiJvH Barclays  https://lnkd.in/eRT4dsFY . NatWest  https://lnkd.in/euftbUw6 Citi  https://lnkd.in/eXwA-Y4X UBS  https://lnkd.in/exudCU6V Credit Suisse  https://lnkd.in/e4CEK5NZ BNP Paribas  https://lnkd.in/ec4hWEdm Deutsche Bank  https://lnkd.in/eAWCSV_7 ING  https://lnkd.in/eNpdmVH8 Apollo Global Management, Inc.  https://lnkd.in/ewwq_62M Wells Fargo  https://lnkd.in/euMkQnKE BNY Mellon  https://lnkd.in/ezMfVgND Fidelity International  https://lnkd.in/eJwK6tVx Lazard  https://lnkd.in/eku-xhqp
Read more