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Trends in the US Service Sector and the Health of the Consumer
By Michael Feuz on April 13, 2023

The US macroeconomy is now solidly on the back side of the business cycle, and there are challenges for both the service sector and the consumer. Although we are seeing disinflation,...

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ITR Experts Say Retail

Consumer Holding Steady Amid ‘Tightness Twofer’
By ITR Economics on March 7, 2023

“Twofer Tuesday” was a radio gimmick. On Tuesdays, the classic rock station local to ITR Economics’ southern NH headquarters used to (still does?) entice listeners by playing two songs in a...

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ITR Experts Say Retail

Eyes on the Consumer: A Four-Pronged Assessment
By ITR Economics on December 22, 2022

When you want to know where the ship is headed, a good bet is to go directly to the person at the wheel. For the US economy, that would be the consumer, as every productive economic effort...

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From the President's Desk Retail

Is Inflation Causing Less Consumer Spending? — Headlines vs. Data
By Alan Beaulieu on August 30, 2022

I saw this headline: “Consumer spending slowed in July as inflation remained…” I read that as a clear statement of correlation between something vaguely negative (“slowed”) and inflation....

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ITR Experts Say Retail

The Sugar High Fades: Post-Stimulus Consumer Trends
By Connor Lokar on November 11, 2021

A unique combination of pent-up demand, initially depressed price levels, and profound stimulus support (boosting both savings and disposable income) has yielded explosive demand and...

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