Retail spending slumps to end 2020 Retail sales dropped at the end of 2020, highlighting the current softer trend for the recovery as COVID cases spike. Economic Commentary January 19, 2021 consumer spendingeconomic growthhousing marketinterest rates
Another spending surge for September Weekly Review: Spending at the retail level beat expectations with a 1.9 percent jump spread strongly across a broad set of categories. Economic Commentary October 19, 2020 consumer spendingeconomic growthhousing marketinflation
Another burst of retail spending Retail sales rose by 7.5 percent for June and the level is nearly back to that of the pre-COVID peak in February. Economic Commentary July 20, 2020 consumer spendingeconomic growthhousing marketinflation
Post-lockdown spike in spending The comeback in retail sales for May was much larger than expected as total sales jumped by 17.7 percent. Economic Commentary June 22, 2020 consumer spendingeconomic growthhousing marketinflation
Retail spending falls through the floor Retail spending plummeted by 16.4 percent for April, following a large drop from March. Economic Commentary May 18, 2020 consumer spendingeconomic growthhousing marketinflation
Consumer activity takes a virus dive Retail sales plunged in March by 8.7 percent, centered on reduced spending on autos, gasoline, and food away from home. Economic Commentary April 20, 2020 consumer spendingeconomic growthinflationinterest rates
Softer end to 2019 for consumer data Retail sales rose in December to wrap a softer Q4 for spending. CPI inflation remained tepid through year-end. Economic Commentary January 21, 2020 consumer spendingeconomic growthhousing marketinflation
Cycle Watch | February 2022: Steady, but slower The economy grew 6.9% last quarter, but momentum appears to have faded amid the Omicron variant and supply shortages. Capital Market Impact February 15, 2022 interest ratesmarket commentary
Cycle Watch December 2021: Speed bumps don’t slow growth Inflation is this year’s grinch. Capital Market Impact December 17, 2021 inflationmarket commentary
Cycle Watch November 2021: Supply chains hold down growth After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact November 17, 2021 market commentary
