

The State of the American Consumer
Nov 27, 2024
Scott Hoyt, Senior Director of Economic Research at Moody's Analytics, brings keen insights into the dynamics of the American consumer as the holiday shopping season approaches. The discussion delves into rising credit delinquency rates and their implications amid inflationary pressures. They explore shifting consumer spending patterns, highlighting the disparity between high and low-income households. Political influences on consumer confidence and the effects of tariffs are examined, alongside the changing landscape of holiday shopping and retail challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Holiday Spending Insights
01:32 • 13min
Analyzing Consumer Credit Delinquency Trends
14:11 • 2min
Navigating Consumer Confidence Post-Election
15:54 • 4min
Consumer Spending in a Shifting Economy
19:59 • 25min
Analyzing Consumer Spending Trends Post-Pandemic
45:29 • 5min
Consumer Behavior Insights and Inflation Trends
50:21 • 20min