New Data Shows Why One Consumer Economy Has Become Three
Consumer spending has become less about confidence and more about financial capacity, and that shift is giving banks and payments providers a clearer map of growth opportunities. That is one of the…
Read the full articleYou might also wanna read
Tracking the K‑Shaped Economy: Who’s Driving Spending?
Aggregate real consumer spending has risen solidly since 2023. However, it is less clear how widely shared this improvement has been across
[APAC webinar] Debt, savings, and investing in 2026: The new consumer squeeze
This webinar explores what the new consumer squeeze means for financial services brands, and for anyone tracking broader consumer demand.
Explaining the K‑Shaped Economy: What’s Behind the Divide?
In our companion post, we used a new module of our Economic Heterogeneity Indicators (EHIs) to shed light on how recent retail spending grow
Introducing CARTS: A New Index Tracking National Retail Spending
During the early days of the Covid-19 pandemic in the U.S., the speed with which economic activity responded to the spread of the virus and
The G-Shaped Economy: Why consumer sentiment is at a record low but spending keeps rising
Are deep-pocketed baby boomers propping up the economy by helping their children financially?
Same Shock, Different Roads? A K‑Shaped Pattern at the Pump
In March 2026, energy prices surged to a four-year high, driven by the Iranian closure of the Strait of Hormuz amid the ongoing conflict in
Comments
Sign in to join the conversation.
No comments yet. Be the first.