Key Highlights: Retail Sales Surge in March Retail sales saw the strongest monthly growth in two years in March with 10 of 12 categories up, and sales were up year over year on a nominal and inflation-adjusted basis. Vehicle Market…

Key Highlights Inflation and Its Impact on the Auto Industry The CPI fell in March relative to February as year-over-year inflation declined to 2.4% and core inflation declined to 2.8%. This is likely a temporary low before these metrics rise…

Key Highlights The worry is not about the data released last week but about the tariff policies that have started a global trade war. Employment Trends Job growth accelerated in March and exceeded expectations, but prior job numbers were revised…

Key Highlights We are ending March like we did February, with tariffs on autos just around the corner, but this time, it’s on all imports, and it looks like this is really happening. Economic Overview The third and final estimate…

Key Highlights Retail Sales Performance Retail sales registered weak growth in February, with seven of 12 categories down, but sales were up year over year on a nominal and inflation-adjusted basis. The initial retail sales report for February showed a…

Key Highlights Inflation Trends Inflation decelerated in February, with headline inflation declining to 2.8% year over year and core inflation declining to 3.1% year over year. Consumer Credit Trends Consumer credit excluding mortgages saw decelerating growth in January, according to…