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Topic
US Consumer
All Hawk Thorne coverage tagged “US Consumer” newest first.
12 articles
14 July
Macro & Policy
A 3.8% CPI forecast collides with a bond market already betting against it
Hawk Thorne Research
13 July
Macro & Policy
Oil's Iran shock meets a labor slump ahead of the CPI print
Hawk Thorne Research
10 July
Macro & Policy
A $134.2 billion Treasury drawdown is doing what soft housing data cannot
Hawk Thorne Research
9 July
Equities
S&P 500 shrugs off Iran rhetoric and an earnings miss cluster
Hawk Thorne Research
9 July
Equities
S&P 500 futures shrug off Trump's Iran ceasefire reversal
Hawk Thorne Research
6 July
Macro & Policy
A soft-patch in growth data is building while the market keeps pricing only liquidity
Hawk Thorne Research
4 July
Macro & Policy
The Fed cannot cut on a jobless rate that fell because workers gave up looking
Hawk Thorne Research
3 July
Equities
The weak payrolls print the desk flagged as a falsifier has landed, and the S&P 500 shrugged it off entirely
Hawk Thorne Research
2 July
Equities
Auto earnings are splitting into winners and losers, and the index still can't tell the difference
Hawk Thorne Research
2 July
Macro & Policy
A 57,000 payroll miss just handed the supply-tsunami thesis its first real test, and it's failing on cue
Hawk Thorne Research
2 July
Equities
The consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing it
Hawk Thorne Research
1 July
Macro & Policy
Liquidity is papering over a manufacturing slowdown that spans two continents
Hawk Thorne Research
US Consumer | Hawk Thorne Insights
