CONSUMER SERVICES News & Analysis

Finding value in defensive stocks can be difficult in uncertain times. We identify an attractively priced consumer staple with a rare wide moat.

Monetary policy is a 'deeply flawed' way to manage the economy and yet we have not come up with anything better, says Morningstar's Graham Hand.

Morningstar's Johannes Faul says this food retailer continues to be a growth story despite disappointing first-half earnings. 

Signs of slowing e-commerce sales and decelerating Amazon Web Services may continue to spell trouble.

The consumer price index rose 6.1% in the June quarter versus a year ago, coming in slightly below analyst forecasts.

US tech sector hits pause on recruitment, JB HI-FI delivers sales growth and Chinese homeowners refuse to pay mortgages.

Uber, Starbucks and brewing giant Anheuser-Busch (of Budweiser fame) should all benefit as consumers swap back to services.

Beaten-down industries, such as airlines, hotels, cruise lines and gaming should benefit from a return to normal spending patterns. 

Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.

Musty data means the Reserve Bank is fighting inflation with one eye closed.