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US auto sales data shows electric vehicle market share dropping to 6.6% in January 2026 while trucks and SUVs surge to 83.1%, reflecting shifting consumer preferences post-tax credit.
Core retail sales declined 0.22% month-over-month in February as consumer confidence dropped to 64.7 amid tariff uncertainty and harsh winter weather suppressed shopping activity.
Private employers added 183,000 jobs in January according to ADP, bouncing back from December's weak 41,000 gain and suggesting the labor market remains resilient.
The Bureau of Labor Statistics postpones the critical January 2026 employment report due to the federal shutdown, leaving markets without crucial data on Fed policy outlook.
The IRS 2026 filing season opened January 26, but staffing reductions, government shutdown impacts, and new direct deposit rules could delay tax refunds for millions of Americans.
Record BNPL usage in 2025 sets up a consumer liquidity test in early 2026 as deferred payments come due, threatening retail spending and household budgets.
Chipotle Mexican Grill reports Q4 2025 earnings Tuesday after market close as investors test whether the fast-casual giant can protect margins against rising beef costs.
Cleveland Fed research shows the unemployment gap between college and high school graduates has narrowed to its smallest since the late 1970s, raising questions about the value of a college degree.
The NFIB Small Business Optimism Index rose to 99.5 in December while uncertainty fell to its lowest since June 2024, signaling Main Street confidence heading into 2026.
Tyson Foods reported Q1 2026 results showing 5.1% revenue growth to $14.3 billion but a 76% drop in GAAP EPS to $0.24 as beef segment margins compressed sharply.
Consumer confidence has crashed to the lowest level since 2014, yet actual spending data remains surprisingly strong. Understanding this divergence is crucial for investors navigating 2026.
The Conference Board Consumer Confidence Index plunged 9.7 points in January to 84.5, falling below COVID-19 pandemic depths and flashing recession warning signals.