Consumer Power
Mike Dickson, Ph.D.
October 1, 2025
U.S. households’ strong spending is keeping the economy chugging along Despite recent labor market weakness
Topics
U.S. households’ strong spending is keeping the economy chugging along Despite recent labor market weakness
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially
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Topics
U.S. households’ strong spending is keeping the economy chugging along Despite recent labor market weakness that has captured headlines, numerous signs point to continued economic
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer