Visa Stock (V)

Visa’s September 2026 Economic Outlook. The nutshell take is Visa ($V) now sees 2026 GDP for the U.S. coming in at 2.2%, with the same figure for next year. While that isn’t too far off the forecasts for this year from the New York Fed’s Nowcast Model and the St. Louis Fed’s Read GDP Nowcast …

Time and time again I warn about herd-like investor behavior. Recently (and again in this morning's opener ) I cautioned that investor sentiment was growing too optimistic in the financial equity sector of money center b…

Equities had a better-than-decent session after a rocky start. Oracle ( ORCL ) had been hit hard overnight after reporting on Wednesday night and dragged U.S. equity indexes lower overnight. U.S. markets spent the rest o…

Personally, I am a fan of Cava ( CAVA ) as a place to eat, but as an investor that slowing comp sales growth is hard to miss at a time when we continue to hear more about the bifurcated consumer and Visa's ( V ) latest U…

When we look at the monthly retail sales report, we have to acknowledge it skews more toward spending on goods than services. For more on services spending, we have to look at the personal spending report, which captures…