MacroSavvy

Recent Posts:

Confidence suggests spending letup
focused in homegoods, Millennials

August spending confidence suggests that consumer goods face a spending letup in the near term focused in homegoods categories and among Millennials. The letup may be brief, however, if August represents only a pause in the surge in confidence to spend...

 

Retail sales lift back-to-school outlook for consumer goods

The outlook for consumer goods spending remains positive heading into the back-to-school season given signs from key economic and consumer indicators—including mostly healthy retail sales by channel. The signs for the short term are distilled from the data storyboard below, which...

 

GDP surge in Q2 gives momentum to spending outlook

A surge in Q2 GDP led by consumers provides momentum to consumer goods spending heading into the second half of 2018, although signs from other indicators—price inflation especially—provide some reason for caution. The signs for the short term are distilled from...