[Click image to enlarge]

August 12, 2022

While consumers have little control of inflation, they do control where they spend money

Unsurprisingly electronics, entertainment and dining out top the list… aka THE Consumer Discretionary sector.

Look for downward pressure on the sector as this unfolds

Src: Morgan Stanley

Related Resources

South Of the Border On A Roll

South Of the Border On A Roll

Commercial Real Estate Feels The Pinch

Commercial Real Estate Feels The Pinch

Smoothing Relationships Can Benefit Both Powerhouses

Smoothing Relationships Can Benefit Both Powerhouses