Category: Retail

Retailers Dead Money as Economic Cycle in Later Stages – Barclays

Barclays came out negative on the U.S. Retail Broadlines/Hardlines sector in a report Thursday entitled “It’s About to Get a lot Harder.”

Analyst Matthew McClintock sees an asymmetric risk profile for investors at this stage of the economic cycle.  They highlighted that revolving consumer credit has accelerated at the same time retails sales have decelerated.  This, according to the analyst, suggests we are at the later stages of the economic cycle. Continue reading “Retailers Dead Money as Economic Cycle in Later Stages – Barclays”