Shifts in Consumer Spending: A Trend Analysis

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spending and the US retail sector. 

For more information, listen to our Goldman Sachs Exchanges episode, Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates or read Is US consumer spending losing momentum?

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