EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      

Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research

The Retail Tracker

Wed 07 Sep 2022 - 15:00 BST

Topics

Optimism reflects:

Healthy consumer and low unemployment

Fashion shift that is in its early stages

Events and back to office driving demand

Cautious reflects:

Inflation still a factor

Promotions stepping up

Shift to services and experience such as Travel