American Consumer
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Inflation is still the biggest concern, not a slowing economy or weaker labor market
Aug 21, 2025
Bloomberg interview on why it will take time for tariffs to show up in inflation data
Jul 15, 2025
Numerator Retail Spending by Household Income Report
Jun 17, 2025
Numerator Retail Spending by Household Income Report
May 15, 2025
Numerator Retail Spending by Household Income Report
Feb 19, 2025
Numerator Retail Spending by Household Income Report
Jan 16, 2025
Will the Trump Administration Reignite Inflation?
Jan 9, 2025
Numerator Retail Spending by Household Income Report
Dec 17, 2024
We’re getting back to the way we were
Aug 12, 2024
Don’t overreact to the latest Jobs Report
Aug 4, 2024
What are US households most concerned about for the country as a whole?
Jul 23, 2024
A decent Jobs Report signals the labor market is cooling and the Fed might want to consider cutting rates in September
Jul 5, 2024
Even though the economy is doing great, consumers just aren’t feeling it
Jun 28, 2024
Consumer spending on retail & food services is slowing down
Jun 22, 2024
GLP-1 Weight Loss Drugs are gaining traction and are changing how we eat, how healthy we are, and how long we might live
Jun 18, 2024
Two months of cooling inflation following three months of higher-than-expected inflation doesn’t give the Fed enough confidence to start cutting rates anytime soon
Jun 16, 2024
The labor market continues to be a bit hot; women’s labor force participation hits an all-time high
Jun 7, 2024
Consumers are doing better than they say they are, and we have the receipts to show it
Apr 10, 2024
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