Podcasts about consumer staples

US equity markets rebounded strongly from a sharp sell-off a day earlier following the Federal Reserve's latest monetary policy meeting, with a broader pivot back to risk – Dow +614-points or +1.19% a day after booking worst one-day decline since April 2025. Microsoft Corp soared +15.51% to book its biggest daily percentage gain in 18-years, adding +US$450B to its market capitalisation after management of the ‘Magnificent Seven' mega-capitalisation technology stock forecast an acceleration in cloud growth for the current quarter after close of the previous session. Goldman Sachs Group Inc rallied +4.5%, while Boeing Co (+3.22%) and Caterpillar Inc (+3.38%) rose over >3%. However, Salesforce Inc -4.07%, snapping a four-session losing streak amid a broader sell-off for software stocks following a recent resurgence.The broader S&P500 +1.66%, with Information Technology (up +5.24%) leading six of the eleven primary sectors higher. Communication Services (down -2.52%) and Consumer Staples (-2.24%) fell over >2%.

Plus: Oil prices fall on hopes for an agreement to reopen the Strait of Hormuz. And Coca-Cola stock climbs following a strong second-quarter earnings report. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 In this week's episode, David and Ian discuss the continued chop fest, how the Magnificent Seven is a red flag, although at the same time Financials and Transportation stocks look good, which aids the bullish thesis that this consolidation resolves in the direction of the primary trend. They also discuss if the mega cap tech and Magnificent Seven era is over, what is going on with Consumer Staples, Utilities, and is it interest rate or inflation driven. Other topics discussed are tangible assets, the U.S. Dollar, the SpaceX IPO, and the next generation of market technicians. 

• US equity markets rallied, snapping a three-session losing streak as semiconductor stocks rebounded strongly and as strong earnings releases also shifted some investor focus away from the ongoing hostilities in the Middle East that continued to drive oil prices higher – Dow gained +385-points or +0.74%. UnitedHealth Group Inc (+3.51%), Caterpillar Inc (+2.97%) and Goldman Sachs Group Inc (+2.89%) all traded particularly strongly. Boeing Co (down -2.23%) and Salesforce Inc (-2.15%) fell over >2%. • Canadian Prime Minister Mark Carney said he and President Trump agreed to accelerate trade talks ahead of a potential US move to impose 50% tariffs on a range of Canadian goods next month. Mr Carney's comments came after the Trump administration said after the close of the previous session that it would slap 50% tariffs on some goods imported from Canada, in an effort to end what it sees as discriminatory trade practices by Ottawa against the U.S. automobile, dairy and alcohol industries • The broader S&P500 rose +0.89% to book its best one-day gain since 29 June. Information Technology rose +2.35% to lead nine of the eleven primary sectors higher. Consumer Staples (down -1.01%) and Communication Services (-0.85%) sat at the foot of the primary sector leaderboard.

Is Wall Street chasing the wrong side of the AI boom?Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, joins Maggie Lake to explain why the real bubble isn't artificial intelligence itself—it's the massive capital spending fueling the AI race.In this wide-ranging conversation, Boockvar discusses why investors should be cautious about semiconductor stocks, how China's rapidly advancing AI and memory-chip companies could pressure profit margins, and why he believes the market is entering a new phase where stock selection matters more than simply owning the hottest sector.Peter also explains why rising real interest rates are sending an important message, why government debt and deficits are becoming a bigger concern for markets, and why he continues to view gold as an attractive long-term investment despite its recent pullback.Whether you're investing in AI, technology, precious metals, or the broader market, this conversation offers valuable insights into the risks—and opportunities—that could shape the next phase of the investment cycle.

Markets are pulling back after Monday's momentum buy signal as investors digest news that China's DeepSeek has reportedly developed its own AI chip. Is this the beginning of a larger rotation away from the semiconductor leaders that have powered this bull market? Lance Roberts examines why semiconductor stocks have become increasingly vulnerable after a parabolic advance, how new competition can quickly change supply-and-demand expectations, and why profit-taking in one sector can ripple through the entire market. We also discuss why defensive sectors, including Healthcare, Financials, Utilities, Real Estate, and Consumer Staples, could begin attracting capital if technology leadership continues to weaken. We'll review the technical backdrop, explain why momentum remains positive despite today's softer opening, and discuss practical risk-management strategies investors should consider as market leadership begins to broaden. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/QeB5fBrW4yA --- Articles mentioned in this report: "Margin Debt Risk: The Ratios That Mislead Investors," https://realinvestmentadvice.com/resources/blog/margin-debt-risk-the-ratios-that-mislead-investors/ "Wage Growth As A Leading Inflation Indicator" https://realinvestmentadvice.com/resources/blog/wage-growth-as-a-leading-inflation-indicator/ "Mag 7 Stocks: Risk Or Opportunity In The Making?" https://realinvestmentadvice.com/resources/blog/mag-7-stocks-risk-or-opportunity-in-the-making/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #ArtificialIntelligence #Semiconductors #Investing #RiskManagement

Jonathan Jayarajan, Steve Powers, Tom Sykes and Mitch Collett discuss the key challenges and opportunities facing the Consumer Staples industry.

The local market rebounded sharply from a seven-week low, lifting 1.1% in its best session for a fortnight. Investor sentiment flipped positively on reports that US President Trump halted fresh military strikes on Iran to allow Gulf allies time for diplomacy. Consumer Staples jumped 3% and Financials recovered 1.7% to lead the broad bounce. Tuas skyrocketed 18.7% following its recent 62% regulatory wipeout. Meanwhile, Webjet entered a volatile trading halt ahead of tomorrow's briefing, amid reports that Virgin Australia plans to slash online travel agency commissions. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Summary: This episode explores the complex and dangerous phenomenon of stagflation — the toxic combination of rising inflation, slowing economic growth, and a tough labor market. The hosts break down the historical context of the 1970s stagflation crisis, examines current economic indicators and risks, and explains how stagflation impacts households, businesses, and retirement planning. From Federal Reserve policy responses to hands-on investment strategies across energy, precious metals, consumer staples, healthcare, real estate, and inflation-protected securities, this episode gives investors and retirees the tools they need to protect theirfinancial future and navigate one of the most challenging economic environments of our time."Hashtags:stagflation, inflation, unemployment, economic growth, investment strategies, Federal Reserve, interest rates, portfolio diversification, economic history, financial planningSocial Media Description: Inflation is bad but stagflation is worse! Protect your retirement and financial future — listen now!Chapters00:00 Introduction to Stagflation01:58 Understanding Stagflation and Its Implications05:08 Historical Context: The 1970s Stagflation08:24 Impact on Households and Individuals11:34 Business Risks in a Stagflation Environment17:36 Avoiding Stagflation: Policy Recommendations21:10 Current Economic Indicators and Risks27:44 Conclusion and Future Outlook28:43 Navigating Rate Hikes and Economic Changes30:24 Investment Strategies in Stagflation31:37 Exploring Energy and Precious Metals34:27 Consumer Staples and Defensive Investments37:41 Healthcare and Utilities in Current Markets40:13 Real Estate and Dividend Stocks44:56 Inflation-Protected Securities and Commodities48:38 Identifying Risks in Current Investment Climate51:27Global Perspectives on StagflationAll opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Plus: Real Brokerage shares fall after agreeing to acquire Re/Max. And Domino's Pizza stock drops after a fall in first-quarter profit. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Todd Chanko picks stocks for a living. He explains how he does it, and some of his favorites during this period of market volatility. He likes companies that meet criteria like strong free cash flow, sales growth, EBITDA margins, and high market share. “Consumer staples are where you want to be,” he says, highlighting Coca-Cola (KO), Archer-Daniel-Midlands (ADM) and Vita Coco (COCO). Todd also talks about how he thinks about discipline in investing.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Todd Chanko picks stocks for a living. He explains how he does it, and some of his favorites during this period of market volatility. He likes companies that meet criteria like strong free cash flow, sales growth, EBITDA margins, and high market share. “Consumer staples are where you want to be,” he says, highlighting Coca-Cola (KO), Archer-Daniel-Midlands (ADM) and Vita Coco (COCO). Todd also talks about how he thinks about discipline in investing.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Dion Pouncil stresses the need to “know your risk” within markets right now. “Volatility is not a bad thing,” he says, but “pay attention to the flight to safety.” He looks to defense and consumer staples right now; Dion thinks the market is “on sale” if you're a long-term investor and particularly likes metals. He highlights other opportunities he sees, including in ETFs.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Many software names have the same P/E ratio as consumer staples giants, something @CharlesSchwab's Joe Mazzola notes as remarkable. He explains how fear is showing with a surge in options puts and makes the case now could be a time to be "scaling in" software investments. On the broader markets, Joe sees new record highs being hard to reach due to tech and other key sectors taking a backseat in trading activity. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

US equity markets advanced after posting a sharp rebound last Friday (6 February), with technology again leading the gains - Dow inched +20-points or +0.04% higher to a fresh record closing high of 50,135.87 a day after the 30-stock index has climbed above the 50,000 level for the first time. Microsoft Corp (up +3.05%) was the leading Dow component, while Caterpillar Inc (+2.19%), Cisco Systems Inc (2.31%) and Nvidia Corp (2.5%) all climbed over >2%. Merck & Co Inc fell -3.51%, while Travelers Companies Inc (down -2.88%), Nike Inc (-2.36%) and Amgen Inc (-2.21%) all fell over >2%.The broader S&P500 added +0.47%, with Information Technology (up +1.59%) sitting atop the primary sector leaderboard for a second consecutive session. Health Care and Consumer Staples both declined -0.86%. AppLovin Corp soared +13.26% and was the leading performer in the S&P500 after a financial publisher retracted some of its most explosive claims regarding AppLovin's alleged connections to transnational crime syndicates. Oracle Corp rallied +9.64%   Kroger Inc rose +3.85% after the after the grocery giant named former Walmart Inc (down -1.63%) executive Greg Foran its new CEO. Micron Technology Inc fell -2.84%, with some traders citing South Korean press reports indicating that Micron's HBM4 offerings aren't fast enough for Nvidia Corp and thus will get shut out of the upcoming Vera Rubin graphics processing units (GPUs).

US equity indices declined as a "risk-off" selloff spared few corners of the market and with losses acerating in the closing hour of trading - Dow -593-points or -1.20% Microsoft Corp (down -4.97% and now down over >27% from its 28 October peak) and Salesforce Inc (-4.75%) both fell over >4.5%, while investment banks Goldman Sach Group Inc (-2.51%) and JPMorgan Chase & Co (-2.24%) fell over >2%.The broader S&P500 -1.23% and slipped into negative territory for the calendar year-to-date, with Materials (down -2.75%) and Consumer Discretionary (-2.59%) falling over >2.5% and leading nine of the eleven primary sectors lower. The Information Technology sector fell -1.22% after entering official correction territory a day earlier, down ~11.2% from its 29 October peak. Consumer Staples (up +0.25%) and Utilities (+0.11%) were the only primary sectors to settle in positive territory.

US equity markets opened February on a firmer footing despite fresh falls on metals markets and as investors continued to ponder President Trump's nomination for the next Chair of the Federal Reserve - Dow rose +515-points or +1.05%. Caterpillar Inc (+5.1%), Walmart Inc (+4.13%) and Apple Inc (4.06%) all rallied over >4%.  Nvidia Corp dropped -2.89% after The Wall Street Journal (WSJ), citing people familiar with the matter, that the chipmaking giant's plans to pour US$100B into OpenAI had stalled, with company executives expressing doubt about the deal.President Trump announced on his Truth Social network that the U.S. had reached a trade deal with India. The Asian nation agreed to stop buying Russian oil, and in exchange the U.S. "will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%," President Trump wrote.The broader S&P500 added +0.54%, with Consumer Staples (up +1.28%), Industrials (+1.26%) and Financials (+1.02%) all rising over >1%. Energy (down -1.98%) and Utilities (-1.54%) fell over >1.5%. Sandisk Corp (up +15.44%) was the leading S&P500 performer overnight as investors continued to applaud the storage device maker's stronger-than-expected fiscal second quarter result last Friday (30 January).

US equity markets resumed trading after the holiday long weekend with steep losses, with the benchmark indies booking their worst single session performance since October as investors were spooked by fresh tariff threats from President Trump against Europe amid a dispute over control ‌of Greenland  - Dow fell -871-points or +0.55% International Business Machines (IBM) Corp (down -4.68%) and Nvidia Corp (-4.38%) both dropped over >4%, while American Express Co (-3.45%), Apple Inc (-3.46%),  Amazon.com Inc (-3.4%),            JPMorgan Chase & Co (-3.11%), Salesforce Inc (-3.04%) and Sherwin-Williams Co (-3.04%) all fell over >3%.The broader S&P500 dropped -2.06% to book its steepest one-day decline since 10 October, with Information Technology (down -2.94%) and Consumer Discretionary (-2.82%) falling over >2.5% and leading ten of the eleven primary sectors lower. Consumer Staples (up +0.12%) was the only primary sector to settle in positive territory overnight. NetApp Inc (down -9.37%), Dell Technologies Inc (-7.45%) and Norwegian Cruise Line Holdings Ltd (-7.45%) all fell over >7%.  Newmont Mining rallied +4.22%

Let's talk about 5 consumer staples dividend growth stocks that all appear to be undervalued today based on dividend yield theory.Original Article: https://qualityatafairprice.substack.com/p/5-consumer-staples-stocks-dividendNewsletter: https://qualityatafairprice.substack.comPatreon: https://www.patreon.com/LongacresFinanceDisclaimer: This video is intended for entertainment purposes only and should not be taken as investment advice.#dividendstocks #dividendinvesting #dividendincome #dividends

The big things you need to know:First, we are upgrading S&P 500 Health Care to overweight from market weight.Second, we are upgrading S&P 500 Communication Services to overweight from market weight.Third, our other S&P 500 recommendations are unchanged. We remain overweight Financials and Materials, underweight Consumer Discretionary, and market weight all other sectors. Among our market weights, we have a preference for sectors that look attractively valued on our quant analysis (Consumer Staples, Energy, REITs) over those that look expensive (Utilities, Tech, and Industrials) which have been the early beneficiaries of the AI trade.We also close with a quick thought on the biggest macro takeaways from our 4Q25 global analyst outlook survey.

US equity markets advanced for a third consecutive session to open the holiday-shortened week - Dow rose +228-points or +0.47%, with Merck & Co (up +3.59%) the leading performer in the 30-stock index. Honeywell International fell -1.58% after the aerospace and industrial-automation company lowered its full-year earnings outlook and updated investors on its expectations surrounding the Flexjet lawsuit. Nike Inc -2.54%.The broader S&P500 gained +0.64%, with Materials (up +1.35%), Financials (+1.25%), Industrials (+1.11%) and Energy (+1.08%) all rising over >1% to lead ten of the eleven primary sectors higher. Consumer Staples (down -0.41%) was the only primary sector to settle in the red.

The year-end is a perfect time to refresh your buy list. We spotlight two resilient hunting grounds—Financial Services and Consumer Staples—and walk through six names worth deeper research. You'll get the narrative, the risks, and why each could compound beyond 2026. Download the Free Top Stocks Booklet. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com Retirement Loop

Markets opened weakly on Tuesday but finished in the green as Buy-the-Dip traders stepped back in. The S&P 500 bounced off its 50-DMA and is on the verge of a momentum buy signal, while relative strength continues to improve — a bullish sign for near-term market direction. Rotation remains the key theme: Energy (XLE) is starting to lift, even with oil prices steady. Natural gas could see rising demand as AI-driven data centers strain the power grid. Consumer Staples are beginning to recover as investors rotate toward defensive names. Lance Roberts explains how sector rotation is shaping market momentum — and what it means for portfolio positioning as breadth improves. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=8dRFc_XWbPc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketToday #XLE #EnergyStocks #MarketRotation #InvestingStrategy

Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this "Rocket of a Stock Market." From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

Episode 169 - Sell Consumer Staples Household Dividend Stocks? by GenExDividendInvestor

In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.

Woolies is facing the squeeze in the supermarket wars, with its share price tanking about a drop in profits for the largest listed Consumer Staples company.MARKET WRAP: ASX200: up 0.3% to 8,960 GOLD: $3,382/oz BITCOIN: $171,527 CURRENCY UPDATE: AUD/USD: 64.7 US cents AUD/GBP: 48.1 British pence AUD/EUR: 55 Euro cents AUD/JPY: 95 Yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Mindy McIntosh strikes a cautiously optimistic tone for the rest of the year, despite expecting more market volatility. She believes the Federal Reserve may cut interest rates again, which could lead to new highs, but notes that the wildcard of tariffs could impact the market. McIntosh also likes tech stocks, particularly Nvidia (NVDA) and Tesla (TSLA), as part of a barbell approach to investing, and sees opportunities in AI, healthcare, and consumer staples.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Brian Mulberry shares his team's defensive take on the market, citing interest rates as a major headwind for earnings growth. Despite the S&P 500's rally to 6200, Mulberry expects more volatility ahead. To navigate this environment, he favors high-quality, dividend-yielding stocks with strong balance sheets and diversified revenue streams, such as JPMorgan (JPM), BNY Mellon (BK), and Bank of America (BAC). Mulberry also likes consumer staples like Home Depot (HD) and Walmart (WMT), citing their ability to weather economic uncertainty and deliver steady, profitable growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Four big things you need to know: First, globally our analysts are constructive on performance over the next 6-12 months. Second, driven in part by our survey results, we are making six changes to our US sector calls – we dig in a little deeper to the upgrades of Materials, Consumer Staples, and REITs here. Third, while we don't make recommendations on non-US sectors, we do highlight how Financials is a favorite across the globe among our analysts. Fourth, improving 2026 consensus GDP forecasts are a positive outlier for the US compared to our other coverage regions, which we think has been helping boost US performance.

CFRA's Garrett Nelson offers perspective on two different corners of the market. On consumer staples, he believes the sector as a whole has long-term promise, especially as tariff uncertainty lingers. He takes a closer look at Keurig Dr. Pepper (KDP) and measures its earnings to PepsiCo (PEP) and Coca-Cola (KO). On Tesla (TSLA), Garrett talks about why he lowered his firm's rating on the company to Hold and skepticism on its tech ambitions. George Tsilis offers a pair of example options trades on Tesla.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Chris Wang considers Costco (COST) a must-own stock despite its post-earnings pullback. He points to the company's e-commerce revenue as a "stand out" for the stock and believes the company's value outweighs its valuation. Tom White offers example options trades for Costco and Amazon (AMZN).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Today's episode focuses on investing in consumer staples, with a discussion on key metrics for evaluation and whether being a customer of the company is important. We zoom in on 5 consumer staples that our guest Alberto selected and he shares his in-depth insides on these classic dividend growers.Furthermore, we discuss many dividend announcements: a list of recent dividend announcements from various companies (Allianz, CB, Iberdrola, etc.) is provided.Last but not least, we discussed several listener questions.Important Links:

“The biggest policy hurdle” is government spending and the budget deficit, rather than the trade deficit, says Barry Knapp. He thinks DOGE's efforts are less important than Congress's in that regard. He says ‘don't touch' the consumer staples and healthcare sectors, but says not to bet against American innovation in the tech sector.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Investors need more than Nvidia (NVDA), Amazon (AMZN) and Microsoft (MSFT) in their portfolios. That's according to Dale Smothers, who likes Big Tech long term but notes it won't be all portfolios need for a "10% pullback." He urges investors to focus on defensive names like include consumer staples. Dale considers companies like Campbell's (CPB), General Mills (GIS), and PepsiCo (PEP) as strong picks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Rob Almeida and Genevieve Gilroy, consumer staples sector leader, explore the shifting dynamics in the consumer staples sector in this podcast episode. They also discuss the importance of a collaborative, global research platform with differentiating opportunities across categories and companies.   Chapters: 00:00 - 01:59 Setting the Stage 01:59 - 05:26 Role of a Sector Leader 05:26 - 06:40 Traditional Draws to Consumer Staples 06:40 - 10:14 Agents of Change and Lower Barriers to Entry 10:14 - 11:47 Innovation and the Landscape of Work 11:47 - 14:58 GLP-1s as a Driver of Risk and Opportunity 14:58 - 16:35 Compelling Categories 16:35 - 18:57 Understanding the Rising Price Environment 18:57 - END Consumer Staples in Summary   This material is intended for investment professional use only and not intended for retail investors.   The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security, or as an offer of securities or investment advice. No forecast can be guaranteed. Past performance is no guarantee of future results.   Please keep in mind that a sustainable investing approach does not guarantee positive results and all investments, including those that integrate ESG considerations into the investment process, carry a certain amount of risk including the possible loss of the principal amount invested.   Distributed by:  U.S. – MFS Institutional Advisors, Inc., MFS Investment Management and MFS Fund Distributors, Inc.; Latin America – MFS International Ltd.; Canada – MFS Investment Management Canada Limited. Note to UK and Switzerland readers: Issued in the UK and Switzerland by MFS International Limited, a private limited company registered in England and Wales with the company number 03062718, and authorised and regulated in the conduct of investment business by the UK Financial Conduct Authority. MIL UK, an indirect subsidiary of MFS®, has its registered office at One Carter Lane, London, EC4V 5ER.  Note to Europe readers: Issued in Europe by MFS Investment Management S.à r.l. – authorized under Luxembourg law as a management company for Funds domiciled in Luxembourg and which both provide products and investment services to institutional investors and is registered office is at S.a r.l. 4 Rue Albert Borschette, Luxembourg L-1246. Tel: 352 2826 12800.  This material shall not be circulated or distributed to any person other than to professional investors and should not be relied upon or distributed to persons where such reliance or distribution would be contrary to local regulation; Singapore – MFS International Singapore Pte. Ltd.; Australia/New Zealand - MFS International Australia Pty Ltd holds an Australian financial services licence number 485343. MFS Australia is regulated by the Australian Securities and Investments Commission.; Hong Kong - MFS International Limited, a private limited company licensed and regulated by the Hong Kong Securities and Futures Commission. MIL HK is approved to engage in dealing in securities and asset management regulated activities and may provide certain investment services to "professional investors" as defined in the Securities and Futures Ordinance.; For Professional Investors in China – MFS Financial Management Consulting Co., Ltd. 2801-12, 28th Floor, 100 Century Avenue, Shanghai World Financial Center, Shanghai Pilot Free Trade Zone, 200120, China, a Chinese limited liability company registered to provide financial management consulting services.; Japan - MFS Investment Management K.K., is registered as a Financial Instruments Business Operator, Kanto Local Finance Bureau No.312, a member of the Investment Trust Association, Japan and the Japan Investment Advisers Association. As fees to be borne by investors vary depending upon circumstances such as products, services, investment period and market conditions, the total amount nor the calculation methods cannot be disclosed in advance. All investments involve risks, including market fluctuation and investors may lose the principal amount invested. Investors should obtain and read the prospectus and/or document set forth in Article 37-3 of Financial Instruments and Exchange Act carefully before making the investments.   Unless otherwise indicated, logos, product and services names are trademarks of MFS and its affiliates and may be registered in certain countries.

Danny Kirsch discusses the potential negatives for consumer staples with the new Trump administration, including red dye bans, nicotine regulations, and tariffs squeezing commodity prices even higher. If bearish, he gives an example of buying put spreads in XLP, the SPDR Consumer Staples sector ETF. “There's a lot of areas for them to lose,” he says. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

John Baumgartner from Mizuho covers the consumer staples sector. He thinks the space will continue to invest in reducing labor costs and upping automation. He discusses the failed merger of Kroger (KR) and Albertsons (ACI) – and expects smaller consolidation to continue. One of his top picks is Simply Good Foods (SMPL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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Bears are tapping the door on Kevin Green's negative dealer pressure. Consumer staples opened as the lone sector to gain, but Kevin says investors will want to watch other defensive trades, pointing to possible rotation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Shopify's (SHOP) massive pop after earnings is just the latest flex of Consumer Discretionary's strength, according to Roxanna Islam. The sector has grown 20% year-to-date compared to Consumer Staples. She talks about how customers keep spending and looks into her top picks in the sector through Carvana (CVNA), Hims & Hers (HIMS), and Maplebear (CART). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The company behind Pampers, Tide, Dawn, Crest and dozens of Consumer Staples brands reported mixed earnings. Morningstar's Erin Lash breaks down the revenue numbers, with a specific focal point on its China business. Meanwhile, Mel Casey sees "fatigue" in the consumers buying PG products. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Cameron Dawson, CIO of NewEdge Wealth, says the market "wants it all, and it wants it now." However, while it's important the market shows strength, she worries of a "melt-up" risk. She looks at the correlation between Consumer Discretionary vs Consumer Staples, and equity positioning to determine possible weaknesses in the consumer. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Two big things you need to know: First, globally our analysts are generally constructive on performance, valuations and interest rates, with Materials most in favor and Consumer Staples most out of favor across all of the questions we asked. Second, within the US we are reiterating our overweights on Financials and Materials, upgrading Health Care to overweight, and downgrading Utilities to market weight. Energy remains a tactical overweight but goes on downgrade watch.

On the second hour of the show, Chuck Zodda and Mike Armstrong take a look at an Bloomberg opinion piece discussing how consumer staples stocks are seeing more attention. Plus, Sarah Foster of Bankrate joins the show to talk about their updated wage to inflation index. Which Apple product is getting more attention that the iPhone 16? Plus, stack roulette.

Although Monday's correction springs from multiple causes, the real questions may be what's next and when will the correction become a buying opportunity?----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the recent equity market correction and whether it's time to step in.It's Monday, Aug 5th at 11:30am in New York.So let's get after it.Over the past several weeks, global equity markets have taken on a completely different tone with most major averages definitively breaking strong uptrends from last fall. Many are blaming the Fed's decision last week to hold interest rates steady in the face of weaker jobs data while others have highlighted the technical unwind of the Japanese yen carry trade.However, if we take a step back, this topping process began in April with the first meaningful sell off since last October's lows. Even as many stocks and indices rallied back to new highs this summer, the leadership took on a more defensive posture with sectors like Utilities, Staples and even Real Estate doing better than they have in years. As I have been discussing on this podcast this shift in leadership has coincided with softer economic data during the second quarter. This softness has continued into the summer with the all-important labor market data joining in as already noted.This rotation was an early warning sign that stocks were likely vulnerable to a correction as we highlighted in early July. After all, the third quarter is when such corrections tend to happen seasonally for several reasons. This year has turned out to be no different. The real question now is what's next and when will this correction become a buying opportunity?Lost in the blame game is the simple fact that valuations reached very rich levels this year, something we have consistently discussed in our research. In fact, this is the main reason we have no upside to our US major averages over the next year even assuming our economists' soft landing base case outcome for the economy. In other words, stocks were priced for perfection.Now, with the deterioration in the growth data, and a Fed that is in no rush to cut rates proactively, markets have started to get nervous. Furthermore, the Fed tends to follow 2-year yields and over the last month 2-year treasury yields have fallen by 100 basis points and is almost 170 basis points below the Fed Funds rate. What this means is that the market is telling the Fed they are way too tight and they need to cut much more aggressively than what they have guided.The dilemma for the Fed is that the next meeting is six weeks away and that's a lifetime when markets are trading like they are today. Markets tend to be impatient and so I expect they will continue to trade with high volatility until the Fed appeases the market's wishes. The flip side, of course, is that the Fed does an intra meeting rate cut; but that may make the markets even more nervous about growth in my view.Bottom line, markets are likely to remain vulnerable in the near term until we get better growth data or more comfort from Fed on policy support, neither of which we think is forthcoming soon.Finally, support can also come from cheap valuations, but we don't have that yet at current prices. As of this recording the S&P 500 is still trading 20x forward 12-month earnings estimates. Our fair value multiple assuming a soft-landing outcome on the economy is closer to 19x, which means things aren't actually cheap until we reach 17-18x, which is more than 10 per cent away from where we are trading.In the meantime, we continue to recommend more defensive stocks in sectors like Utilities, Healthcare, Consumer Staples and some Real Estate. Conversely, we continue to dislike smaller cap cyclical stocks that are most vulnerable to the current growth slowdown and tight rate policy.Thanks for listening. If you enjoy the podcast, please leave us a review wherever you listen, and share Thoughts on the Market with a friend or colleague today.

Are earnings from the consumer staples sector starting to paint a clearer picture of where the economy is headed? --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Our analyst explains what parts of the consumer staples sector could benefit from an aging global population.----- Transcript -----Welcome to Thoughts on the Market. I'm Sarah Simon, Head of the European consumer staples team at Morgan Stanley, and today I'll be talking the increasingly important longevity theme and its impact on consumers. It's Thursday, the first of February, at 3 PM in London.It's no secret that global life expectancy is increasing. The rise of modern medicine, improved working conditions, urbanization, and greater access to food and water have all contributed to a greater life expectancy. According to the United Nations, global life expectancy has risen more than 54% since 1950, reaching about 71 years in 2021, with Asia improving the most. At the same time people are living longer, birth rates for most developed economies have dropped. Higher levels of education, the increasing proportion of women in the workforce, and modern medicine have all contributed to lower birth rates. In fact, over the last several decades, the global population has aged significantly, with the median global age increasing 8 years since 1950, hitting 30 years in 2021. Looking ahead, the United Nations expects the percentage of population aged 65+ will continue to increase at a faster rate than younger populations. An ageing population has far-reaching implications, but let's consider the spending power of older adults. Real disposable income among older adults has increased throughout the years. In 2022, an older adult had about 50% more than in 2000. As a result, older adults today have more money to spend on consumer goods and services than in the last decades. Here are three categories within the Consumer Staples sector that could benefit from the rise in longevity.First, Consumer Health. As consumers skew older and their disposable income increases it bodes well for a wide range of consumer health products – think Vitamins, Minerals and Supplements (VMS), denture care, cold and flu remedies and more.Second, Active Nutrition, including protein supplements and probiotic-rich foods such as kimchi, kombucha, or yogurt, is a likely beneficiary of the longevity theme. This sub-category is currently growing mid- to high single digits on average (over 10% for protein-related categories), and we see room for further long-term growth.Finally, Medical Nutrition. With age comes increasing prevalence of chronic diseases, including cancers, and with malnutrition. Addressing malnutrition improves the cost, and effectiveness, of medical treatment and also allows for shorter hospital stays. To that end, healthcare providers are increasing turning to medical nutritional solutions--driving demand for these products.Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

Today's Post - https://bahnsen.co/47VBffb Today saw risk assets rally yet again with the Dow closing at another all-time high. It is interesting to see health care as the sector holding the defensives and lower beta names down. Consumer Staples and Real Estate have broken out a bit and Utilities have at least awakened, but Health Care has been the laggard. The Bank of Japan extended its policy of negative interest rates (it has been seven years now, for those counting), though most believe they will hike the policy rate up to 0% in 2024. The Yen remains quite weak against the dollar. Oil is down $20 from where it was in September (note, that was before the Hamas attack on Israel on October 7). The VIX is at $12.50, pretty close to the lowest it has been in five years, Credit spreads have tightened by 60 basis points just in the investment grade side, with high yield spreads tightening a full percentage point (and that is basically since Halloween). It would be hard to make up a series of data points that reflect a more favorable sentiment for risk assets than this. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com