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
The Fed downshifts, remains hawkish: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary December 19, 2022 consumer spendingeconomic growthemploymentinflation
Risk-off environment accelerates on increasing growth concerns Equity markets are poised to extend their declines Monday on a breakdown in technicals, with the S&P 500® Index set to break through the May lows Capital Market Impact June 13, 2022 economic growthinflationinterest ratesmarket commentary
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
Equity markets pause, but remain near record highs Equity markets took a breather following a five-week winning streak that saw 11 record closes for the S&P 500® Index Capital Market Impact November 15, 2021 economic growthinflationinterest ratesmarket commentary
