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26th May 2026 10:09USDaily Monitor
  • The increase in asset prices over the past year implies a one percentage point boost to consumption...
  • ..A bit less than rules of thumb imply, due to low confidence, already-low saving and high borrowing costs.
  • Real incomes probably will rise just 4% year-over-year in Q4, limiting spending growth to 1%%.

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Keywords for: 27 May 2026 US Monitor

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