For many visitors to the US, it is the land of shopping malls, outlets, and the best online deals. Consumption consists of around two-thirds of the US economy, making every retail sales release a critical market mover.
| Consumer Behavior | Impact | Last | Trend | Last 3 | Last 5 | Last 10 |
|---|---|---|---|---|---|---|
| Retail Sales Control Group | 3 | 0.30% | Up | 0.63% | 0.58% | 0.41% |
| Retail Sales MoM | 2 | 0.40% | Up | 0.50% | 0.44% | 0.29% |
| Retail Sales ex Autos MoM | 2 | 0.00% | Neutral | 0.43% | 0.44% | 0.26% |
| Personal Spending | 2 | 0.10% | Neutral | 0.30% | 0.40% | 0.27% |
| Core PCE QoQ | 2 | 1.90% | Neutral | 1.63% | 1.72% | 1.70% |
| PCE QoQ | 2 | 2.40% | Down | 1.47% | 1.60% | 1.74% |
| Consumer Credit Change | 1 | $17.90B | Up | $18.24B | $18.00B | $17.19B |
| Redbook Index YoY | 1 | 5.50% | Neutral | 5.50% | 5.66% | 5.49% |
| Redbook Index MoM | 1 | -1.10% | Neutral | -1.10% | -0.92% | -0.96% |
| Total Vehicle Sales | 1 | 17.20M | Neutral | 17.00M | 17.12M | 17.03M |
| Consumer Confidence | Impact | Last | Trend | Last 3 | Last 5 | Last 10 |
|---|---|---|---|---|---|---|
| UMich Consumer Sentiment Index | 3 | 96.00 | Neutral | 93.00 | 96.72 | 95.62 |
| IBD/TIPP Economic Optimism | 1 | 52.60 | Down | 52.83 | 53.66 | 53.94 |
| Housing-related Consumption | Impact | Last | Trend | Last 3 | Last 5 | Last 10 |
|---|---|---|---|---|---|---|
| Existing Home Sales MoM | 2 | 5.49M | Up | 5.40M | 5.35M | 5.27M |
| Existing Home Sales Change MoM | 1 | 1.30% | Neutral | 0.83% | 1.08% | 0.84% |
| New Home Sales MoM | 2 | 0.713M | Up | 0.702M | 0.681M | 0.668M |
| New Home Sales Change MoM | 1 | 7.10% | Up | 6.47% | 1.50% | 4.26% |
| Housing Starts MoM | 2 | 1.364M | Up | 1.273M | 1.273M | 1.220M |
| Housing Starts Change | 1 | 12.30% | Up | 3.00% | 3.08% | 0.32% |
| NAHB Housing Market Index | 1 | 68.00 | Up | 66.67 | 66.00 | 63.10 |
| MBA Mortgage Applications | 1 | 5.40% | Neutral | 1.13% | 1.06% | 2.21% |
| Inflation-related Consumption | Impact | Last | Trend | Last 3 | Last 5 | Last 10 |
|---|---|---|---|---|---|---|
| Core PCE - Price Index YoY | 2 | 1.80% | Neutral | 1.70% | 1.64% | 1.71% |
| Core PCE - Price Index MoM | 2 | 0.10% | Neutral | 0.17% | 0.18% | 0.16% |
| PCE - Price Index YoY | 1 | 1.40% | Down | 1.43% | 1.46% | 1.55% |
| PCE - Price Index MoM | 1 | 0.00% | Neutral | 0.10% | 0.14% | 0.10% |
| Personal Income MoM | 2 | 0.40% | Neutral | 0.33% | 0.38% | 0.34% |
