consumer sentiment

Weekly Update

Were Investors Too Pessimistic?

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Published April 17, 2026

 

Delta Research thinks so. The stock market’s historic move over the past 10 days has caught many investors off guard. For the first time in many moons, retail investors did NOT buy March’s sharp dip in stocks. As we’ve noted in other articles, the specter of private credit defaults, AI rampaging through the software industry, and, lastly, a war that brought oil and gas transport to a near halt were a combination of fears that pummeled the psyches of investors. It was, then, remarkable that the stock market was down only -10%. Are there more shoes to drop in the future? Or was this, like last year’s “tariff tantrum” a quick flush of bearishness in an upward sea of bullish market behavior? Time will tell. (more…)

Weekly Update

Looking Ahead to 2026

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Published December 5, 2025

 

Below we offer Delta Research’s 2026 Market Outlook. This overview is relatively brief and offers a good review of markets, their valuations, and their driving forces. Like all years, we expect 2026 will carry the usual mix of good market days and bad, rallies and pullbacks. Our models seek to keep you on the right side of the market regardless of whether it’s rising or falling, to protect your capital in down markets and participate meaningfully in upside markets. Enjoy this market overview! (more…)

Weekly Update

Sour Consumers Presage Higher Stock Prices

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Published June 6, 2025

 

While stock market valuations are clearly on the high side and there is no shortage of economic angst in the air, there is one indicator that is foretelling strong stock market gains ahead. Consumer sentiment has been tanking since the pandemic hit in early 2020. After recovering in 2023, sentiment has soured once again with the economic uncertainty of 2025. Delta Research recently posted a chart of consumer sentiment noting that a very low consumer sentiment reading leads to buoyant stock gains over the ensuing twelve months. Fueling this move in stocks could be an economy that holds up better than anticipated while inflation remains steady, giving the Fed room to lower interest rates. (more…)

Weekly Update

Still Stormy Out There

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Published June 10, 2022

Investors are facing a tremendous amount of uncertainty these days as inflation continues to push out the timeline for when the Federal Reserve might pause interest rate hikes. Friday’s “hot” inflation data offered the Fed no new cover for backing off their inflation-fighting posture. (more…)