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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'The global consumer'

18 Oct 2024

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US data once again reminded investors of the wisdom of never underestimating the hedonism of the US consumer. September retail sales were strong (the data do include the effect of inflation). Consumers are often disbelieving of the data, but the value of US retail sales are up over 25% from the start of 2021 while goods inflation is up a little more than 17% over the same period. That suggests a rising living standard, at least when measured by material possessions.

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