🛍️ Consumer Spending Held Strong Through the Holidays

Despite elevated prices and inflation pressures, consumer spending remained resilient during the holiday season.

📊 Key takeaways

• Shoppers continued to spend even as costs stayed high

• Indicates strong demand and household resilience

• Supports near-term economic growth expectations

⚠️ Why it matters

• Keeps pressure on inflation

• Complicates the path for rate cuts

• Positive for equities, mixed for bonds

👀 Markets are watching whether this strength carries into 2026 — or if consumers finally start to slow.

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