Consumer

Economic data and analysis related to Consumer

Consumer Sentiment

Confidence Claims vs. Cold Numbers: The 2026-05-08 Release Can’t Hide a -54 for Insurance

## PRESS RELEASE SUMMARY

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Retail Sales

E‑Commerce Carries the Load: March Retail Sales Up 1.7% MoM, 4.0% YoY—With Gasoline Quietly Padding the Headline

This analysis is based on the official press release dated 2026-05-14. And that’s the first problem: the document repeatedly references “April 21, 2026” inside—and, in places, even “2016.” When the...

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Retail Sales

Retail Sales Up 0.6%, But the April 21, 2026 Release Trips Over Its Own Footnotes

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Retail Sales

Retail Sales “Down” 0.2%? March 6, 2026’s Footnotes Say: Flat Is the Real Story

## PRESS RELEASE SUMMARY — March 6, 2026

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Consumer

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

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Consumer

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

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Consumer

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

## PRESS RELEASE SUMMARY

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Consumer

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

## PRESS RELEASE SUMMARY

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Consumer

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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retail_sales

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

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