themes
Investing.com — RBC Capital sees a challenging year ahead for consumer markets in 2025, highlighting financial pressures from high inflation, rising rates, and unemployment in a research note this week. The firm’s global report emphasized several key trends shaping the consumer staples sector. A Challenging Consumer Environment: The bank said its…
Investing.com — The automotive industry is poised for changes in 2025, with analysts at Barclays (LON:) identifying five key themes likely to shape the sector during what they describe as a “critical year.” These insights, derived from a comprehensive analysis of the U.S. market in 2024, highlight dynamics in sales…
In a Wednesday note to clients, Goldman Sachs strategists highlighted key issues that company managements have faced in the second quarter. After reviewing earnings call transcripts, the bank identified three dominant themes: the labor market, consumer behavior, and AI. Investor attention has shifted back to the labor market after July’s…
Investing.com — The first half of 2024 was marked by an artificial intelligence-driven jump in stock markets, volatility in bond yields, and political uncertainty, according to analysts at UBS. So what does the third quarter have in store for investors? In a note to clients on July 1, the analysts…