Consumption

May 17, 2023 by Alex Williams — 3 min read

We Might Be Seeing The Beginning Of An Auto Production Turnaround

New industrial production data are suggesting that domestic auto production may be recovering. This would be a much-needed disinflationary force against a backdrop where disinflation in new and used autos is threatening to stall out. Yesterday, we got new industrial production data...

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Skanda Amarnath — 1 min read

Bottom Line: The consumer has proven to be resilient in its spending patterns in a number of respects, but real food consumption has not. Given the correction in...

Food Inflation Core Services Ex Housing Core Inflation Core PCE Consumption retail sales

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Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Skanda Amarnath — 2 min read

Food Inflation Core Services Ex Housing Core PCE retail sales Consumption Core Inflation

We Might Be Seeing The Beginning Of An Auto Production Turnaround

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

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