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PM Datanote: US Personal Incomes & Spending / Michigan Consumer Survey
Soft September sets for stage for more consumer weakness in Q4.
EZ Datanote: ISTAT Business Confidence, Italy, January 2026
In one line: Italian economy starts the year on strong footing.
UK Datanote: U.K. Consumer Prices, October 2025
In one line: Enough for a December cut, but also enough to keep the MPC cautious about the pace of subsequent cuts.
PM Datanote: US Consumer Confidence/Pending Home Sales
Weak jobs market continues to depress consumers
EZ Datanote: GfK Consumer Confidence, Germany, December 2025
In one line: Decent headline, but mixed details.
EZ Datanote: GfK/NIM Consumer Confidence, Germany, January 2026
In one line: Little cheer for German consumers at turn of the year.
EZ Datanote: Advance EC Consumer Confidence, Eurozone, December 2025
In one line: Little holiday cheer for EZ households at year-end.
UK Datanote: U.K. Consumer Prices, November 2025
In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
UK Datanote: U.K. Consumer Prices, December 2025
In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
PM Datanote: US Consumer Confidence, January 2026
Spending slowdown and further labor market weakness are likely.
EZ Datanote: GfK Consumer Confidence, Germany, February 2026
In one line: Solid details, but will it be sustained?
UK Datanote: U.K. Consumer Prices, January 2026
In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
PM Datanote: US Consumer Confidence, February 2026
Still pointing to a weaker labor market, but big recent revisions raise questions.
EZ Datanote: Detailed Q4 GDP & GfK Consumer Confidence, Germany
In one line: Strong momentum in domestic demand, but risks still loom in early 2026.
EZ Datanote: INSEE Consumer Confidence, France, February 2026
In one line: Sentiment improved, but unemployment fears remain high.
EZ Datanote: Flash EC Consumer Confidence, Eurozone, March 2026
In one line: Initial hit from Trump's war is worse for EZ sentiment than his tariffs.
EZ Datanote: GfK Consumer Confidence, Germany, April 2026
In one line: Stung by sharp declines in income, and overall, expectations.
EZ Datanote: INSEE Business & Consumer Confidence, France, March 2026
In one line: Relatively stable, but consistent with downside risk to growth.
EZ Datanote: Retail Sales, Spain, February 2026
In one line: Fiscal support isn't going to save Spanish consumer spending in H1.
EZ Datanote: Advance EC Consumer Confidence, Eurozone, November
In one line: Stable in November; spending should pick up regardless.
EZ Datanote: Industrial Production, Italy, October 2025
In one line: Italian industry will be back on track after stumbling in October.
EZ Datanote: ISTAT Business Confidence, Italy, December 2025
In one line: Consistent with a pick up in GDP growth in Q4.
UK Datanote: UK GfK Consumers' Confidence Survey, December 2025
In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.
EZ Datanote: Industrial Production & Consumers' Spending, France, November 2025
In one line: Industry slowed sharply in Q4, but goods spending likely accelerated.
UK Datanote: UK GfK Consumers' Confidence Survey, January 2026
In one line: Consumers' confidence can continue to rise slowly in 2026.
EZ Datanote: EC Sentiment, Eurozone, January 2026
In one line: Sentiment improves; selling price expectations edge down.
CHINA+ DATA WRAP 20 February 2026: Japan's cooling consumer inflation
Cooling consumer inflation justifies BoJ taking time on rate hike Flash PMIs lifted by tech sector and landslide election victory
EZ Datanote: ISTAT Business Confidence, Italy, February 2026
In one line: Slight deterioration, but consumers and retailers are upbeat.
EZ Datanote: EC Sentiment, Eurozone, February 2026
In one line: Sentiment edges down, price pressures remain elevated.
EZ Datanote: Advance Inflation & Consumers' Spending, France, Feb/Jan 2026
In one line: EZ inflation still looks dovish for February, but not enough to shift the ECB's stance.
UK Datanote: UK GfK Consumers' Confidence Survey, February 2026
In one line: Consumers' confidence should recover in 2026 as the fundamentals improve.
CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump
Consumer inflation gets holiday bumpProducer inflation continued to improve, ahead of oil price surge
EZ Datanote: ISTAT Business Confidence, Italy, March 2026
In one line: Households already rattled by energy shock; industry yet to report feeling jittery.
EZ Datanote: Advance Inflation & Consumers' Spending, France, March/February 2026
In one line: Risks tilted to upside for EZ inflation; spending stung by weakness in both core and energy.
UK Datanote: UK GfK Consumers' Confidence Survey, March 2026
In one line: Consumers' confidence has further to fall in 2026.
Robert Wood
Rob Wood topped the Sunday Times annual ranking of forecasters for the UK economy in 2020, and has earned plaudits for his forecasting
11 November 2025 UK Monitor Resilient consumer spending is supporting GDP growth
Resilient consumer spending is supporting GDP growth
UK Datanote: U.K. BRC Retail Sales Monitor, October 2025
In one line: Fiscal worries begin to weigh on consumer spending.
November 2025 - China+ Chartbook
- CHINA LIKELY TO FOCUS ON EBBING DOMESTIC ACTIVITY- BOJ DECEMBER RATE HIKE BACK ON THE TABLE- KOREA'S CONSUMER CONFIDENCE REBOUND
EZ Datanote: ECB Consumer Inflation Expectations, EZ, October 2025
In one line: Households' inflation expectations stubbornly above ECB target.
8 December 2025 US Monitor Consumer resilience is ebbing as year-end approaches
Consumer resilience is ebbing as year-end approaches
UK Datanote: U.K. BRC Retail Sales Monitor, November 2025
In one line: Pre-Budget chaos drags on consumer spending.
EZ Datanote: ECB Consumer Expectations Survey, November 2025
In one line: Still high, but not a decisive hawkish signal for the ECB
13 January 2026 US Monitor November retail sales likely to flag fading consumer momentum
November retail sales likely to flag fading consumer momentum
11 February 2026 US Monitor December's soft sales hint at further consumer weakness ahead
December's soft sales hint at further consumer weakness ahead
Global Datanote: National CPI, Japan, January 2026
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb
China's consumer spending was boosted by longer holidayinfrastructure investment rebounds thanks to policy supportIndustrial output lifted by export demand
24 March 2026 US Monitor The waning "wealth effect" will compound consumer weakness
The waning "wealth effect" will compound consumer weakness
US Webinar September 2025: Is the Consumer Slowdown Already Over?
Real Income Outlook Implies Recent Pick-Up is a False Dawn
Inquirer.Net: US Consumer Inflation Holds Steady, but Tariff Risks Persist
August 5, 2025, 7:18AM EDT
Financial Times: Unhedged: Is the US Consumer Going Soft?
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