Price Trends

Consumer price trends

Price pressures add to headwinds, weigh on retail

The economic headwinds appear to be gaining strength with price inflation edging higher through early 2018 as measured by the Consumer Price Index. The brunt of the headwinds likely will be felt by the (retail) goods sector of the economy, where flat or falling prices leave the retail sector most vulnerable to threats to demand […]

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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…


Consumer price trends

Twin threats from price inflation and deflation

Although core consumer price pressures remain subdued, food and fuel price inflation represent a growing threat to consumer spending—especially among lower-income households. In the retail goods sector, the threat is from falling prices as much as rising prices. Deflation in (retail)…


Consumer price trends

Price threats persist, despite subsiding inflation

Overall consumer price pressure continued to ease through the summer, but remains a real threat to consumer spending in certain categories and a re-emerging threat in food and fuel. Despite the subsiding price pressure, expect the Federal Reserve to remain intent…


Consumer price trends

Fuel and food prices are a re-emerging threat

Overall price pressures eased a bit in March, but the underlying numbers suggest consumer spending will increasingly be squeezed by higher prices for fuel and food—as well as by prices for services. Higher prices for fuel—up about 20% from a year…


Consumer price trends

Food Prices at Core of Divergence in Eating Out vs At Home

Deeper declines in food prices at grocery stores. Rising restaurant prices. The combination found in the latest CPI numbers explain a big part of the diverging performance evident in the latest retail spending trends (found here). The spending trends show a consumer selectively spending more in certain categories—especially online—while holding the line in other categories. […]

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Consumer price trends

Key Impact on Consumer Trends: Food, Medical Prices

The impact of falling food prices and rising medical prices on consumer buying decisions struck harder in July. Price trends continue to give households incentives to economize on consumables to pay for other spending. Rising prices for medical care and prescription drugs are a key factor shifting a greater share of spending toward service-related categories, […]

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