ConsumerState: MixedConfidence Medium
Confirmed by
- Retail Sales ex-Auto (MoM) (FRED/RETAILIRSA)
- University of Michigan Consumer Sentiment Index (FRED/UMCSENT)
Invalidated by
- Real Personal Consumption Expenditures (FRED/PCECC96)
Causal implications · Consumer · 2026-08-16
Consumer resilience challenged by 7.9% 10Y yields despite stable unemployment.
No verifiable public source recorded for this card.
Earlier readings
- 2026-10-19High Energy Prices and Rate Pass-through Straining Discretionary Buffers.
- 2026-10-16Fragile resilience as high rates and oil costs challenge the consumer buffer.
- 2026-10-15Nonlinear Oil Drag vs. Positive Yield Curve: Consumer Resilience at Risk
- 2026-10-14Consumer Squeeze: Non-Linear Oil Sensitivity vs. Resilient Real Yields
- 2026-10-13Consumer resilience tested by $96 Oil and Bear-Steepening Yield Curve.
- 2026-10-05Mixed Consumer Health Facing Energy Headwinds and Tight Rates
- 2026-10-04Energy Drag Offsets Labor Resilience Amid High Nominal Yields
- 2026-10-02Elevated Oil and Negative Term Spread Pressuring Discretionary Demand
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