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Consumer

U.S. Personal Income & Spending
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%).
United States Retail Sales
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.
U.S. Household Wealth Gains Propping Up Consumer Spending
May 08, 2024 U.S. Household Wealth Gains Propping Up Consumer Spending
The U.S.’s Immaculate Disinflationary Process: What Can Go Wrong?
April 24, 2024 The U.S.’s Immaculate Disinflationary Process: What Can Go Wrong?
Why So Glum? The Disconnect Between Consumer Sentiment and Economic Data
April 02, 2024 Why So Glum? The Disconnect Between Consumer Sentiment and Economic Data
Don't Expect Any Further Boost to Spending from Covid-Era Excess Deposits
March 06, 2024 Don't Expect Any Further Boost to Spending from Covid-Era Excess Deposits
New Versus Existing U.S. Home Prices: Why the divergence?
January 16, 2024 New Versus Existing U.S. Home Prices: Why the Divergence?
It’s Beginning to Look a Lot Like Christmas U.S. Holiday Sales Outlook 2023
November 21, 2023 It’s Beginning to Look a Lot Like Christmas U.S. Holiday Sales Outlook 2023
Oil prices have undergone bouts of volatility this year (2023) as various supply and demand drivers contended against one another. The path forward for oil prices is highly uncertain, with the bull an
October 12, 2023 Oil Market Update: The Sweet and the Sour
The resilience of the U.S. consumer has so far helped the U.S. to avert continuing calls for a notable economic slowdown as the Federal Reserve has raised interest rates at a rapid pace
October 10, 2023 The Consumer Cornerstone: A Sturdy Rock Under Pressure
TDE Leading Economic Index: Navigating Uncharted Waters
July 24, 2023 TDE Leading Economic Index: Navigating Uncharted Waters
The End of the Student Debt Moratorium Will Test U.S. Resilience
June 22, 2023 The End of the Student Debt Moratorium Will Test U.S. Resilience
Some Banks Fail, but It’s Not a Free Fall
March 17, 2023 Some Banks Fail, but It’s Not a Free Fall
U.S. – Five Pandemic Trends and Where They Stand Today
December 07, 2022 U.S. – Five Pandemic Trends and Where They Stand Today
Central Banks' Homegrown Dilemma
October 26, 2022 Central Banks' Homegrown Dilemma
Whatever Happened to Excess Saving?
September 29, 2022 Whatever Happened to Excess Saving?
Walk The Line: The “What If” Economic Scenario
July 06, 2022 Walk The Line: The “What If” Economic Scenario
Lower-income Metros More Negatively Exposed to Rising Food & Energy Costs
May 04, 2022 Lower-income Metros More Negatively Exposed to Rising Food & Energy Costs
Consumption in the Time of Inflation
May 03, 2022 Consumption in the Time of Inflation
A Look at Inflation’s Impact by Income and Age in the U.S.
March 09, 2022 A Look at Inflation’s Impact by Income and Age in the U.S.
Transportation Costs to Ease, but U.S. Inflation Will Remain Elevated through 2022
January 20, 2022 Transportation Costs to Ease, but U.S. Inflation Will Remain Elevated through 2022
Location, Location, Location - Shelter Costs Drive Metro Inflation Differences
December 07, 2021 Location, Location, Location - Shelter Costs Drive Metro Inflation Differences
Where the Road of Excess [Saving] Leads
September 16, 2021 Where the Road of Excess [Saving] Leads
Ending Pandemic Unemployment Benefits and Eviction Moratorium May Take A Bite Out of Spending
September 13, 2021 Ending Pandemic Unemployment Benefits and Eviction Moratorium May Take A Bite Out of Spending
Take the Cash and Let the Credit Cards Go: The Decline of Revolving Consumer Credit During the Pandemic
June 10, 2021 Take the Cash and Let the Credit Cards Go: The Decline of Revolving Consumer Credit During the Pandemic
Don’t You Forget About Me – U.S. Inflation Risks In The Post-Pandemic World
January 27, 2021 Don’t You Forget About Me – U.S. Inflation Risks In The Post-Pandemic World
U.S. Household Finances In A Downturn Unlike Any Other
January 13, 2021 U.S. Household Finances In A Downturn Unlike Any Other