Consumer

Economic data and analysis related to Consumer

FEB 10, 2026Consumer

“Virtually Unchanged” Isn’t Stable: December Retail Sales Flat at $735.0B, But the Math Says “Indeterminate”

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JAN 23, 2026Consumer

Soft Narrative, Stiff Reality: January’s Long-Run Inflation Median Hits 3.3%, Still Above 2024

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JAN 14, 2026Consumer

Retail’s 0.6% “Pop” Rests on a −0.1% Base: November’s Momentum Isn’t What the Headline Implies

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DEC 16, 2025Consumer

Flat Headline, Loud Spin: October Retail Sales Are “Virtually Unchanged” While Revisions Bite

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DEC 10, 2025Consumer

Michigan Sentiment's Shell Game: How a 3.2% Inflation Reading Masks a Consumer in Crisis

The University of Michigan’s latest consumer survey, released **December 5, 2025**, wants you to celebrate. Long-run inflation expectations have “softened” to **3.2%**, a headline designed to sooth...

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NOV 04, 2025retail_sales

Retail “Reacceleration” With Training Wheels: August’s +0.6% Gain Comes With a Confidence Interval That Includes Zero

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