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US Consumer

All Hawk Thorne coverage tagged “US Consumer” newest first.

13 articles
29 SeptemberMacro & Policy

Rates market bets on a firmer Fed path as job openings sink

Hawk Thorne Research14 JulyMacro & Policy

A 3.8% CPI forecast collides with a bond market already betting against it

Hawk Thorne Research13 JulyMacro & Policy

Oil's Iran shock meets a labor slump ahead of the CPI print

Hawk Thorne Research10 JulyMacro & Policy

A $134.2 billion Treasury drawdown is doing what soft housing data cannot

Hawk Thorne Research9 JulyEquities

S&P 500 shrugs off Iran rhetoric and an earnings miss cluster

Hawk Thorne Research9 JulyEquities

S&P 500 futures shrug off Trump's Iran ceasefire reversal

Hawk Thorne Research6 JulyMacro & Policy

A soft-patch in growth data is building while the market keeps pricing only liquidity

Hawk Thorne Research4 JulyMacro & Policy

The Fed cannot cut on a jobless rate that fell because workers gave up looking

Hawk Thorne Research3 JulyEquities

The weak payrolls print the desk flagged as a falsifier has landed, and the S&P 500 shrugged it off entirely

Hawk Thorne Research2 JulyEquities

Auto earnings are splitting into winners and losers, and the index still can't tell the difference

Hawk Thorne Research2 JulyMacro & Policy

A 57,000 payroll miss just handed the supply-tsunami thesis its first real test, and it's failing on cue

Hawk Thorne Research2 JulyEquities

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 Research1 JulyMacro & Policy

Liquidity is papering over a manufacturing slowdown that spans two continents

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US Consumer | Hawk Thorne Insights