Saturday, April 12, 2025

U.S. Consumption - Early Signs of Trouble

Young Women Are Starting to Recession-Proof Their Lives
https://www.wsj.com/economy/consumers/women-spending-recession-economy-e492cc1e
America’s biggest consumer spenders are skipping manicures and Ubers, as worries about the economy increase.
 
Warning lights flash for US consumer strength as credit defaults rise
https://www.ft.com/content/539caeff-d5db-41dc-9e55-294117fd149d 

Related:
Raise Prices? Eat Higher Costs? Retailers Face Tough Questions.
https://www.nytimes.com/2025/04/12/business/retailers-tariffs-uncertainty.html
A trade war with China and tariff threats on other countries are ramping up pressure on stores that sell products from overseas — which, for some categories, is just about all of them.