Research topic
US consumer and spending
2 FinzData report(s) on US consumer and spending.
September 2026 CPI Deep Dive Energy Shock Core
September CPI rose 0.6% month over month, 3.7% year over year, driven by a 9.1% gasoline jump while core CPI runs 3.4% annualized over three months versus 2.6% over twelve months.
Inflation and CPIFederal Reserve and monetary policyInterest rates and Treasury yieldsYield curveState of US Consumer October 2026 Research
Real consumer spending is up 2.6% year over year in August 2026 while real hourly wages fell 0.7% and the saving rate is 4.1%, showing a K-shaped consumer with strong balance sheets funding spending.
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