The shift in the spending cycle because of tariffs might explain why consumers pulled back in September after front-running new tariffs over the summer. … READ MORE >
U.S. retail sales
Wrong data at the right time: Mixed data complicates Fed’s decision
A lot is happening in the economy, but one trend has become clear: The economy is slowing but not enough to guarantee a rate cut. … READ MORE >
American consumers remain resilient in June as layoffs cool
American consumers finished the quarter on a much stronger note with a rebound in spending at retail stores after two disappointing months. … READ MORE >
Retail sales send mixed signals amid trade uncertainty
Retail sales in May offered a muddled picture of consumer behavior, suggesting that while American households remain in decent shape, their appetite for spending is showing signs of fatigue. … READ MORE >
Cracks in spending and manufacturing begin to form
April retail sales showed a sharp turn in consumer spending at retail stores and restaurants, following months of stockpiling ahead of tariffs. … READ MORE >
U.S. retail sales surge as consumers race to beat tariffs
Headline retail sales rose by 1.4% in March, matching lofty market expectations. The increase was largely fueled by strong demand for autos and construction materials. … READ MORE >
Market Minute: Real income expectations plummet
March retail sales will see a pop of greater than 1% when the Census Bureau releases the data on Thursday as households pull forward consumption in advance of higher tariffs. … READ MORE >
Retail sales rebound, easing some concerns over growth
We do not expect the data to alter the Federal Reserve’s decision to keep its policy rate unchanged at its meeting this week. … READ MORE >
The decline in January retail sales is less concerning than it might seem
The January retail sales report is one of those rare occasions where looking at the 12-month change makes more sense than the monthly metric. … READ MORE >
U.S. retail sales continued to grow in December
American consumers ended the year on a strong note, with total retail sales rising by 0.4%, … READ MORE >