As the Consumer Turns

The Shifting Central Bank Sands

The Fed Continues to Focus on Risks Associated With NDFI Lending

CPG Trends Continue to Deteriorate

FDIC's 3Q Quarterly Banking Profile Highlights Banks' Increasing Exposure to NDFIs and Substantial Exposure to Fluctuations in Interest Rates

Real Average Weekly Earnings Remain Stagnant Post-Pandemic

How Much of the Growth in Health Care Spending is Coming From Medicare and Medicaid?

The Great Health Care Spending (and Jobs) Boom

An Update on Bank Lending to the Real Economy, or the Lack Thereof

Whither Government Transfers, Which Have Propped Up Consumer Spending Post-COVID?

Health Care Accounts For ~50% of U.S. Consumer Spending Growth

How Much Food Do You Sell, And To What Extent Do You Discount?