discretionary Archives - Investment Watch Blog

Consumers are going from being handed $4 trillion to no discretionary income. Now throw in rising rates and a topping housing market.

May 22, 2022 10:32 pm

This week’s crash in retail stocks was more serious than many realize. Retail giants said inflation is reducing spending on nonessential items. Consumers are going from being handed $4 trillion to no discretionary income. Now throw in rising rates and …

Consumer Discretionary Sector Shows Enormity of the Beat-Down

November 29, 2018 5:52 pm

by Tom McClellan Investors’ appetites for risk taking can be measured with the comparison of the Consumer Discretionary sector versus Consumer Staples. The big shift in their behavior recently shows the huge abandonment of risk appetite in October to November …

55 years of U.S. discretionary spending in 60 seconds

September 9, 2018 11:16 amSeptember 9, 2018 10:15 am

U.S. Discretionary Spending from Will Geary on Vimeo. Made with Processing: https://processing.org/ Data from the Office of Management and Budget: https://www.whitehouse.gov/omb/historical-tables/ (Table 8.8) h/t transitmapper