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1st Sep 2025 12:53USWeekly Monitor

  • Near-real time data imply July’s 0.3% increase in real spending was followed by another solid rise in August...
  • ...But spending has been stimulated by further tariff fears; real after-tax income growth is slowing.
  • Households have exhausted their excess savings and a strong positive wealth effect is no longer in play.

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Keywords for: 2 September 2025 US Monitor

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