Consumer Insights

FEATURED / Sep 25, 2025

The American Consumer: Resilient, But Not Uniform

While the current economic landscape is characterized by a "K-shaped" divergence, we think the overall consumer narrative is one of strength and resilience, with forward-looking ta...

Consumer Insights — July 31, 2025
Banking on Resilience: Q2 Earnings and the Durable Consumer Read More
Consumer Insights — June 5, 2025
3-3-3 Meets OPEC: When Oil’s Drop Eases Fiscal Heat Read More
Consumer Insights — May 30, 2025
The US Consumer: Powering Through Read More
Consumer Insights — April 17, 2025
Tariff Impacts on the Consumer Read More
Consumer Insights — February 13, 2025
The US Consumer: Onward, Forward, Upward Read More
Consumer Insights — February 15, 2024
Consumers in Flux as the Cycle Turns Read More
Consumer Insights — October 4, 2023
Working off Excesses Read More

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