Skip to main content
Canada
US
Global
Français
Forecasts
Financial Markets
Economy
Commentaries
Government Finance & Policy
Labor
Real Estate
Consumer
Trade
Business Investment
State & Local Analysis
Commodities & Industry
Future Ready Economy
Media
Consumer
September 27, 2024
U.S. Personal Income & Spending (August 2024)
Personal income grew 0.2% month-on-month (m/m) in August, down from July's 0.3% gain and below market expectations (0.4%).
September 17, 2024
U.S. Retail Sales (August 2024)
Some slowing in retail spending was expected, particularly after July's outsized gain. That said, last month's uptick still came in stronger than expected, while revisions to prior months were relatively negligible.
May 08, 2024
U.S. Household Wealth Gains Propping Up Consumer Spending
April 24, 2024
The U.S.’s Immaculate Disinflationary Process: What Can Go Wrong?
April 02, 2024
Why So Glum? The Disconnect Between Consumer Sentiment and Economic Data
March 06, 2024
Don't Expect Any Further Boost to Spending from Covid-Era Excess Deposits
January 16, 2024
New Versus Existing U.S. Home Prices: Why the Divergence?
November 21, 2023
It’s Beginning to Look a Lot Like Christmas U.S. Holiday Sales Outlook 2023
October 12, 2023
Oil Market Update: The Sweet and the Sour
October 10, 2023
The Consumer Cornerstone: A Sturdy Rock Under Pressure
July 24, 2023
TDE Leading Economic Index: Navigating Uncharted Waters
June 22, 2023
The End of the Student Debt Moratorium Will Test U.S. Resilience
March 17, 2023
Some Banks Fail, but It’s Not a Free Fall
December 07, 2022
U.S. – Five Pandemic Trends and Where They Stand Today
October 26, 2022
Central Banks' Homegrown Dilemma
September 29, 2022
Whatever Happened to Excess Saving?
July 06, 2022
Walk The Line: The “What If” Economic Scenario
May 04, 2022
Lower-income Metros More Negatively Exposed to Rising Food & Energy Costs
May 03, 2022
Consumption in the Time of Inflation
March 09, 2022
A Look at Inflation’s Impact by Income and Age in the U.S.
January 20, 2022
Transportation Costs to Ease, but U.S. Inflation Will Remain Elevated through 2022
December 07, 2021
Location, Location, Location - Shelter Costs Drive Metro Inflation Differences
September 16, 2021
Where the Road of Excess [Saving] Leads
September 13, 2021
Ending Pandemic Unemployment Benefits and Eviction Moratorium May Take A Bite Out of Spending
June 10, 2021
Take the Cash and Let the Credit Cards Go: The Decline of Revolving Consumer Credit During the Pandemic
January 27, 2021
Don’t You Forget About Me – U.S. Inflation Risks In The Post-Pandemic World
January 13, 2021
U.S. Household Finances In A Downturn Unlike Any Other