Three Reasons the U.S. Consumer Outlook Remai...

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ...  Show more

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ...  Show more

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ...  Show more

The latest retail sales data shows U.S. consumers are still spending it up, even in the face of higher tariff costs and a shaky labor market. Wealthier Americans are driving the trend, but a “culture of treats” might also play a role. Marketplace’s Kristin Schwab joins Kimberly t ...  Show more

Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back from the first quarter. Today’s personal income, consumption, and deflator data offers more insight into the direction of travel. I ...  Show more

Michael Green, chief strategist at Simplify Asset Management, says that the economy is showing signs of slowing in some ways, while still having some measures being strong, and a lot of it is determined by consumers where the division between the haves and have-nots are growing, ...  Show more