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…

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…