consumer spending
Coverage of consumer spending in the Nexus archive.
- Jim Cramer says market is too negative — and that's creating buying opportunities
Jim Cramer suggested that the current market negativity presents opportunities for buying. He pointed to several factors supporting this view, including beaten-down data center stocks and resilient consumer spending. Additionally, he noted potentially overdone fears regarding crude oil and Treasurys.
- The spending gap between wealthy and lower-income Americans may be narrowing
New data suggests that the spending gap between wealthy and lower-income Americans, previously described by the 'K-shaped economy,' may be narrowing. However, economists disagree on what caused this shift or if it is sustainable, noting that higher-income consumers still drive the majority of consumer spending. Concerns remain regarding persistent inflation, wages, and reliance on credit for maintaining general household spending.
- America In Focus: US economy expands at sluggish pace, mortgage rate hit the highest level in a year
The US economy grew at a sluggish 1.5% annual rate in Q2 2026, driven by consumer spending and AI-related business investment but weighed by rising imports. Mortgage rates hit a one-year high, with the 30-year fixed rate reaching 6.66%, while consumer confidence fell to 90.8 in July amid rising gas prices and geopolitical tensions.
- U.S. economy slowed in the spring as Iran war weighed on growth — but consumers held up
The U.S. economy slowed in the spring due to the Iran war's impact on growth, but consumer spending increased by 3.2% and business investment remained strong, offsetting higher energy prices and rising imports.
- US GDP growth slows to 1.5% in second quarter as AI-related imports surge
US GDP growth slowed to 1.5% in Q2 2026 due to rising AI-related imports, though consumer spending increased by 3.2%. The Federal Reserve’s inflation measure remained above its 2% target, and underlying economic strength showed growth despite import-driven drag on GDP.
- US economy grows a sluggish 1.5% second-quarter with inflation remaining stubbornly high
The U.S. economy grew 1.5% in Q2 2026, below the 2.1% Q1 rate, as rising imports reduced growth. Consumer spending rose 3.2% annually, AI investment surged, but inflation remained above the Federal Reserve’s 2% target at 3.7%. The Fed held interest rates steady despite dissent from regional presidents.
- US economic growth slows in second quarter but domestic demand robust
US economic growth slowed to a 1.5% annualized rate in the second quarter due to a widening trade deficit, but consumer spending accelerated and business investment in AI infrastructure remained robust. The Commerce Department’s Bureau of Economic Analysis released the advance GDP estimate on Thursday.
- US economy grows a sluggish 1.5% second-quarter with inflation remaining stubbornly high
The US economy grew at a 1.5% annual rate in Q2 2026, with consumer spending rising but imports reducing growth. Inflation, as measured by the Fed's PCE index, remained above the 2% target at 3.7%, despite a slight monthly decline in prices.
- GDP grew so-so 1.5% in the second quarter, but don’t be fooled. The economy was much stronger than it looked.
The U.S. GDP grew 1.5% in the second quarter, but the economy showed stronger performance due to consumer spending and business investment despite the ongoing Iran war.
- China’s policy playbook took its EV sector from zero to hero – can other countries follow?
China’s electric vehicle (EV) industry is central to global economic and geopolitical trends, including consumer spending, environmental protection, and technology. The article explores whether China’s policy strategies could serve as a blueprint for developing countries to build their own EV sectors.
- Jersey Mike’s IPO tries to sprinkle SpaceX magic on a sandwich
Jersey Mike’s is attempting an IPO, inspired by SpaceX's success, to gauge investor interest in the sandwich sector amid concerns about consumer spending. The float serves as a test for the industry's current market conditions.
- Private Credit Quietly Backs the Craze Propping Up US Consumers
Private credit is backing a trend that is propping up US consumers, providing financial support to sustain consumer spending.
- As inflation rises, Americans are spending and Europeans are saving
As inflation rises globally due to the Iran war, Americans are maintaining resilient consumer spending through tax refunds and stock gains, while Europeans are increasing savings and prioritizing essential purchases. The psychological impact of inflation is deeper in Europe due to wartime scarcity memories, with the Iran conflict exacerbating consumer concerns.
- Consumer spending rises again — and now cheaper gas is on the way
Consumer spending has increased again, and cheaper gas prices are expected. Inflation is projected to slow during the summer.
- US economy expanded at solid 2.1% pace in January-March, government says, upgrading last estimate
The U.S. economy grew at a 2.1% annual pace in Q1 2026, up from a prior estimate of 1.6%, driven by business investment in artificial intelligence. This rebounded from 0.5% growth in Q4 2025, which was impacted by a 43-day government shutdown. Consumer spending declined sharply, but the job market remained resilient with 188,000 monthly job gains from March to May 2026.
- US economy expanded at solid 2.1% pace in January-March, government says, upgrading last estimate
The U.S. economy grew at a 2.1% annual pace in Q1 2026, up from a prior estimate of 1.6%, driven by surging business investment in AI and increased government spending post-shutdown. However, consumer spending declined due to higher gasoline prices linked to the Iran war, and residential investment fell 7.8%, marking a fifth consecutive quarterly drop.
- China's 618 shopping festival growth slows sharply as consumer spending malaise persists
China's 618 shopping festival experienced a sharp growth slowdown, reflecting ongoing challenges in consumer spending. Latest consumer data indicates that consumption in China remains subdued.
- Pasadena Businesses Face Cost Pressures, Softer Spending as Second Half of Year Approaches, Chamber CEO Says
Pasadena's small and midsize businesses are facing inflation, higher operating costs, and uncertain consumer spending as they enter the second half of 2026. Paul Little of the Pasadena Chamber of Commerce noted business conditions are 'about the same, or maybe a bit more challenging' compared to the start of the year.
- China Sees First Consumer Spending Drop Since Covid | The China Show 6/16/2026
China experienced its first decline in consumer spending since the pandemic, as reported by The China Show on June 16, 2026. The drop marks a significant shift in economic activity following years of post-COVID recovery.
- China’s Consumer Spending Drop Imperils Growth
China's consumer spending has declined, which threatens the country's economic growth. The drop in spending is a significant concern for maintaining growth rates.
- Spending among Ohio consumers slows as gas threatens to go even higher
Rising gas prices linked to the U.S.-Israel strikes on Iran are slowing consumer spending in Ohio, with the Cleveland Fed's Beige Book noting increased fuel costs and inflation are dampening retail sales. Consumer sentiment in May hit its lowest level since at least the 1970s, with lower-income groups and those without college degrees experiencing the strongest declines.
- Campbell's posted falling sales and slumping profits — but kept its annual forecast intact
Campbell's reported declining sales and profits but maintained its annual forecast. The company exceeded adjusted profit estimates but fell short of revenue targets due to weak consumer spending and increased tariff costs.
- Tate & Lyle agrees to £2.7bn takeover from US rival Ingredion
Tate & Lyle has agreed to a £2.7bn takeover by US rival Ingredion. The deal occurs as the UK-based ingredients company faces challenges from weak consumer spending.
- Five Below Slides After Profit Beat as Retailer Flags Consumer Hit Over Oil High Prices
Five Below Inc. reported a stock decline despite beating profit expectations, citing concerns over consumer spending due to high oil prices. The company, which operates a store in Albany, New York, is scheduled to release earnings figures on March 20.
- Consumer spending looks strong, but higher inflation is a big reason why
Consumer spending in the United States appears strong, but this is primarily driven by higher inflation, which reduces purchasing power. Americans are experiencing diminished value for their money due to rising prices.
- French luxury store shuts Beijing flagship after 13 years as China spending weakens
French luxury retailer Galeries Lafayette closed its flagship Beijing store after 13 years, reflecting weak consumer spending and shifting shopping habits in China. The closure followed a final clearance sale as staff removed unsold inventory and dismantled displays.
- Shopping at the wrong grocery stores could make your weekly bill 60% higher - here's where Americans save the most on essentials
The article highlights that shopping at certain grocery stores can increase weekly expenses by 60%, while others offer significant savings on essential goods. It provides insights into where Americans can reduce costs on everyday items.
- Buying a car? Here are some tips to save money.
The article provides financial tips for saving money when purchasing a car, emphasizing considerations amid high vehicle prices. It highlights strategies to navigate the current automotive market.
- How Americans are handling a gas price spike
Gas prices have reached their highest level since 2022, influencing how Americans allocate their spending. The spike is prompting shifts in consumer behavior as people adjust to increased fuel costs.
- AI capital spending is offsetting soft consumer spending — for now
AI capital spending is currently offsetting weakness in consumer spending and supporting U.S. economic growth. However, the article warns that when AI capital spending eventually slows, overall economic growth will decline and the stock market could enter bear territory.
- Ross, TJX, and Walmart reveal how the real engine of the U.S. economy is doing
Retailers Ross, TJX, and Walmart are being analyzed as indicators of U.S. economic health. The article highlights that consumer spending drives approximately two-thirds of the American economy, making these major retailers key barometers of economic activity.
- The $4.50 Gas Economy: Fewer Nights Out, More Belt-Tightening
High gasoline prices at $4.50 per gallon are forcing consumers to reduce discretionary spending, including fewer nights out and increased budget constraints. The article examines the economic impact of elevated fuel costs on consumer behavior and household finances.
- Kevin O’Leary destroys Gen Z: Stop spending $28 on lunch!
Kevin O'Leary criticizes Generation Z's spending habits, specifically targeting expensive lunch purchases around $28. The entrepreneur and television personality urges younger consumers to adopt more frugal financial practices.
- Walmart warns US shoppers are cutting spending as higher gas prices bite
Walmart has issued a warning that US shoppers are reducing their spending due to rising gas prices. The retail giant expects customers to continue cutting back in the coming months as fuel costs remain elevated.
- Walmart stock plunges as soaring gas prices hit profits and slam shoppers’ wallets
Walmart's stock declined after the company issued a disappointing full-year forecast despite strong first-quarter sales. Rising gas prices are reducing consumer spending power and negatively impacting the retailer's profitability and customer purchasing capacity.
- Americans are spending money despite prolonged inflation concerns, new data shows
New consumer spending data indicates that Americans continue to spend money despite ongoing concerns about inflation. The data suggests consumer resilience in the face of economic headwinds, with analyst Jill Schlesinger providing commentary on the trends.
- Fresh concepts lift Hong Kong retail property as tourists and consumers return
Hong Kong's retail property market is experiencing gradual recovery as consumer and tourist spending returns. The market shows structural shifts toward experience-driven retail concepts and diversified tenant mixes rather than a return to previous peak rental levels.
- Shock as Home Depot rival closes all 15 of its stores and declares bankruptcy thanks to consumers' reluctance to spend
A Home Depot rival has closed all 15 of its stores and declared bankruptcy, primarily due to consumers' reluctance to spend. The company's financial collapse highlights challenges in the retail sector amid shifting consumer behavior.
- "It's amazing how resilient consumer spending has been" amid the war, analyst says
The national average gas price has risen to $4.30 per gallon, the highest in four years, as President Trump claimed prices will drop when the Iran war ends. Ted Rossman, a Bankrate analyst, discusses the resilience of consumer spending amid the conflict.
- US economic growth rebounds 2% as consumer spending slows amid Iran war
US GDP growth accelerated to 2% in Q1 2026, driven by AI investment and government spending, but consumer spending is slowing due to the Iran war's impact on energy prices. The previous quarter's growth slowed to 0.5% amid government layoffs, reducing the federal workforce by 11.8% since October 2024.