US Leisure Travel: Still in Transit
By datatrekresearch in Blog

US Leisure Travel: Still in Transit

We have an update on US airline demand, part of our continued monitoring of the state of American consumer discretionary spending and reopening trades. As always, we’ll start by looking at trends in airline ticket prices because they reflect...

Taper Tantrum: A Sector Playbook
By datatrekresearch in Blog

Taper Tantrum: A Sector Playbook

A long-time friend and even longer-time veteran of Tech stock investing pinged us about our recent 2013 “taper tantrum” piece, which concluded that US stocks were hardly affected by the backup in yields that year. He was curious to know if...