Consumer Checkpoint

Consumer spending strengthened in January supported by stronger labor income, but the less affluent still face more challenges.

After a solid year, the consumer may feel the weight of 2023, but for now they are heading to the gym in OK financial shape.

Consumers have proven resilient in 2022. While spending is slowing, they are starting 2023 in good financial shape.

Pent-up demand for cars may help offset weaker discretionary spending, but the current road into the holidays looks bumpy.

Our data confirms the U.S. housing market is slowing, which may be a drag on discretionary spending, especially for renters.

Consumers are heading into the fall with solid spending and financial buffers. However, utility bills are taking a toll.

Consumers feel relief from lowering gas prices, but many are feeling squeezed from rising rents.

The post summer outlook is unclear as crosswinds impact consumers, but balance sheets are still in good shape. 

As we hunt for bearish signs in our data, we are struck by strong momentum in services spending and elevated household deposits

Consumers’ momentum remains strong as we head in to spring.

How are consumers weathering the storm of rising prices? Download our Consumer Checkpoint publication to learn more.