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Major automakers have been eating tariff costs of up to $3,000 per vehicle since the 25% auto duty took effect. With margins shrinking and inventories thinning, the inevitable pass-through to consumers is approaching.
Fed Governor Christopher Waller told a NABE conference today that he expects GDP growth above 2% in the first half of 2026. The economy just printed 1.4%. The gap between Fed optimism and economic reality is rattling markets.
US retail sales were unchanged in December as furniture, clothing, and discretionary spending fell sharply. With the savings rate at 3.5% and BNPL usage surging, consumer exhaustion has arrived.
Target, Walmart, and major retailers warn of price increases up to 10% as Section 122 tariffs take effect. Consumer behavior is already shifting as 79% of shoppers change habits.
Scott Bessent told Fox News the economy can grow 3.5% in 2026. Three days earlier, Q4 GDP came in at just 1.4% with inflation stuck at 3%. Here is why the gap between rhetoric and reality matters for your money.
The BEA revealed that the October-November government shutdown subtracted 1.0 percentage point from Q4 2025 GDP, turning a 2.4% growth rate into a disappointing 1.4% print.
Egg prices have plunged from a record $6.23 per dozen to roughly $2.58, giving American households their first meaningful grocery relief in years as poultry flocks recover from avian influenza.
With 108,000 job cuts in January and hiring at record lows, millions of Americans are turning to Uber, DoorDash, and Instacart. The gig economy now encompasses 70 million workers.
Medicare's first-ever negotiated drug prices took effect January 1, 2026, covering 10 of America's most expensive medications. Nearly 9 million enrollees are expected to save $1.5 billion.
Over 12 million people lost commercial insurance coverage for Wegovy in 2026 as employers drop GLP-1 medications from their plans, citing premium increases of up to 14%. The access gap is widening.
Mass retailers and traditional supermarkets have reached the same 79% grocery penetration for the first time. Walmart's share jumped 6 points in a year as consumers trade down.
General Mills is cutting prices on nearly two-thirds of its grocery products while PepsiCo slashed snack prices by up to 15%. The moves signal that America's consumer has reached a breaking point after years of food inflation.