Public Publication Content

Large shifts in PCE - Q3 2020 vs. Q3 2019

|

Q3 PCE shows large drops in leisure services and energy spending are fueling purchases in housing, autos, and food at home. Our demographic research causes us to be bullish on housing and autos long-term, while COVID/social distancing causes us to be bullish near-term. Over the intermediate term, we view pullbacks in housing and auto as buying opportunities.

Ned Davis Research | Thematic | Trend Chart | Weekly

While you wait, explore additional NDR research and solutions.

Institutional Investors

Custom Research

Wealth Managers

Stock Selection

ETF Selection

HubSpot Form for Publications