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spending confidence trends

Homegoods will buck letup in confidence to spend

Overall consumer confidence to spend continues to move sideways, but the homegoods category will be the exception benefiting from improved spending plans from Millennials to Boomers. That’s the takeaway from the latest spending confidence data through February. The data otherwise support…



Job trends bolstering outlook for weak places in 2018

Job gains are supporting an outlook for sustained growth in 2018 and raising prospects for slower-growing places across the middle and Northeast part of the country—led by job gains in energy, mining and other goods industries. Although the strongest parts of…


spending confidence trends

Confidence suggests post-holiday return to less robust spending

Gen X consumers and the clothing category were the weakest links as a second straight monthly decline in spending confidence suggests a post-holiday return to less robust spending. See more about holiday results here. Millennials also showed weakness in their confidence…


macro trends

U.S. economy on track to sustain growth in 2018

The U.S. economy appears to be on track to sustain economic growth into 2018 based on insights from the latest GDP data through the fourth quarter of 2017. The outlook is particularly encouraging given the latest uptick in the data excluding…



Consumer price trends

Price trends will challenge sustained retail gains

Consumer price pressures edged higher through the end of 2017 in ways that remain a threat to retail goods most of all. Price inflation rose in food and energy and remained elevated in services—in stark contrast to prices that continued to…