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26th Feb 2026 11:22USWeekly Monitor
  • The personal saving rate can be heavily revised, but we think most of the recent fall is genuine.
  • The low saving rate and soft growth in incomes will restrain growth in consumers’ spending.
  • PPI data suggest retailers’ margins have normalized, pointing to slowing core goods inflation ahead.

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Keywords for: 2 March 2026 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence