Despite persistent media narratives emphasizing uncertainty and fragility, real consumption data present a far more constructive picture. According to official data from the Bureau of Economic Analysis (BEA) , specifically Personal Income Table 2.4.6U (Real Personal Consumption Expenditures, Chained Dollars), full-year (YTD to … [Read more...] about The U.S. Consumer Is Stronger Than the Headlines Suggest
consumer spending
Walmart, CPI, and the AI Hangover: What Really Matters This Week
Walmart Earnings: A Real-Time Barometer of the U.S. Consumer The most important data point of the week is Thursday’s fourth-quarter release from Walmart (WMT). More than many macro indicators, Walmart’s earnings represent a strong and tangible indicator of consumer spending trends across income brackets. Walmart captures the … [Read more...] about Walmart, CPI, and the AI Hangover: What Really Matters This Week