daily digest
Staples pricing and industrial capex separate durable winners from cyclical noise May 30, 2026
Household budget pressure keeps staples dispersion high while freight and order trends clarify which industrial names see durable demand.
Ticker research
SLB research digests.
Public Asthi digests where SLB appears in a market theme, sector signal, or ticker group.
daily digest
Credit quality and consumer resilience are the two near‑term gating tests for sector returns May 10, 2026
Markets are parsing stronger consumer signals against a still‑live credit test — watch loss provisions, deposit beta, and card‑spend prints for the next directional clue.
daily digest
Oil shocks and travel resilience are deciding which earnings cycles actually matter May 4, 2026
Geopolitically driven oil-price moves are tilting from headline shock to producer capex and margin impact, while selective consumer/travel strength keeps platform names in play—credit and deposit trends set how long this extends across markets.
Asthi Research is general market commentary, not personalized investment advice. Public digests cite source coverage and become more useful when signed-in investors map themes back to their own holdings.