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spending confidence trends

Confidence affirms tepid spending outlook—except for Millennials

The outlook for consumer spending remains tepid as confidence to spend over the next 90 days again moved sideways in May—with Millennials showing the only notable sign of improvement. As a result, retail spending should keep to the slower pace that has emerged in recent months (more on retail spending here). The Millennial bounceback from […]

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macro trends

Consumers lead slowdown in Q1 economic growth

The U.S. economy slowed in the first quarter of 2018, driven to a large extent by a big slowdown in consumer spending. The results confirm a post-holiday return to less robust consumer spending (more here) and raise some concern about the outlook—even if market analysts discount the overall economic letup as temporary, Below are highlights […]

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