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Recession warnings are looking flat wrong as consumers power the economy forward

Recession warnings are looking flat wrong as consumers power the economy forward

Summary

The U.S. economy is growing, largely because people and companies are spending more. Despite earlier predictions of a recession, recent data shows strong growth in consumer spending and overall economic activity.

Key Facts

  • The U.S. Commerce Department reported a 0.6% rise in personal consumption expenditures in August.
  • When adjusted for inflation, this spending increase was 0.4%.
  • Spending on both durable (long-lasting) and nondurable (short-term) goods rose by 0.8%.
  • Personal income rose by 0.4%, while the savings rate fell, indicating people are spending from their savings.
  • The Atlanta Fed's GDPNow model predicts 3.9% GDP growth for the third quarter.
  • The revised data showed consumer spending in the second quarter was stronger than initially reported, with a 3.8% growth rate.
  • Consumer sentiment has been lower, especially among lower-income groups, and the labor market is slowing down in terms of job creation.
  • Higher-income groups are primarily maintaining consumer spending levels.
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