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As we face another media-driven week that will focus on the expanding delta variant of the COVID-19 virus, it is critical we do not apply old thinking to today’s circumstances. The virus is on another surge, with new cases back to levels we have not seen since April/May.… More >>

The latest reading on inflation once again pointed to higher prices for consumers. On a year-over-year basis, headline CPI was up 5.4% in June – the largest increase since August 2008. [i] This was on top of a May jump of 5% in consumer prices. Our view is that… More >>

If you review our Q3 Look Ahead, our declaration that “The Consumer is in Control” is clearly playing out beyond our forecast. Recent data on consumer credit suggests the U.S. Consumer is looking pretty perky. [i] Consumers expanded their use of credit by a whopping… More >>

We just published our Q3 2021 Look Ahead, you can view the presentation here or watch our narrated version here. The Consumer is in ControlThe U.S. Consumer has stockpiled approximately $2.3 trillion in savings, or 10.4% of GDP. As the economy reopens, we expect consumers… More >>