ConsumerState: MixedConfidence Medium
Confirmed by
- PCE Personal Saving Rate (PSAVERT)
- Retail Sales Ex-Auto (RETAILIRX)
Invalidated by
- Initial Jobless Claims (Spiking) (ICSA)
- University of Michigan Sentiment (Collapsing) (UMCSENT)
Causal implications · Consumer · 2026-09-29
Mixed Consumer Resilience Buffeted by Rising Energy Costs and Positive Real Rates
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
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.