How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprietary mattress sales index and its implications for the broader economic landscape. The discussion highlights key retailers such as Home Depot, Lowe’s, and Wayfair as bellwethers of market trends in housing and sheds light on the challenges and opportunities in the market. The discussion further explores the impact of tariffs on the consumer and which retailers are most at risk.

How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprietary mattress sales index and its implications for the broader economic landscape. The discussion highlights key retailers such as Home Depot, Lowe’s, and Wayfair as bellwethers of market trends in housing and sheds light on the challenges and opportunities in the market. The discussion further explores the impact of tariffs on the consumer and which retailers are most at risk.

Dissecting the Consumer With Piper Sandler’s Peter Keith

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy &amp; quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits &amp; Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit <a href="http://whatsnextformarkets.com/">whatsnextformarkets.com</a>

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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit whatsnextformarkets.com

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy &amp; quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits &amp; Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit <a href="http://whatsnextformarkets.com/" rel="noopener noreferrer">whatsnextformarkets.com</a>

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Dissecting the Consumer With Piper Sandler’s Peter Keith

Dissecting the Consumer With Piper Sandler’s Peter Keith

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