Bank of America data reveals a stark K-shaped economy as higher-income Americans spend 2.6% more while lower-income ...

Wherever consumer sentiment goes, consumer spending usually goes too. They're like buddies that do everything together. Consumer sentiment wants a hair cut, its buddy consumer spending does too. But ...

Long-leading and short-leading indicators remain neutral, with monetary and financial positives balancing housing and yield spread negatives. Coincident indicators are very positive, even as nominal ...

A car-buying frenzy, stoked by tariff fears, drove US consumer spending in March to its biggest monthly gain in more than two years, new data showed Wednesday. Consumer spending leapt 0.7% from ...

The Federal Reserve Bank of Boston had an interesting piece last month about the resilience of consumer spending, which is ~70% of GDP in the US. They looked at credit card spending data for low, ...

The outlook for 2026 is more of the same. Although the reasons why are evolving, with three tailwinds supporting a broadening recovery in corporate profitability: Lower interest rates : Helped by ...

More companies are signaling a weaker outlook for consumer spending. Downbeat forecasts are weighing on everything from airlines to retailer stocks this week. Consumer strength has been a key pillar ...