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November 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in October 2022, retail sales growth slowed further in the US, the UK and China. Our Monthly Consumer Update assesses the leading indicators of the health of the consumer economy—wage growth, price changes and retail sales growth—in these three markets.

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September 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in August 2022, retail sales remained healthy in the US and grew slowly in the UK. In China, despite the country’s ongoing real estate crisis, retail sales accelerated in August. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.

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May 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in April 2022, we saw UK retail sales growth losing momentum, stronger-than-expect retail sales growth the US and total retail sales continue to decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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December 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in December 2021, we saw strong growth in retail sales in the US, slowing sales growth in China and solid sales growth in the UK against weak comparatives. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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November 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in November 2021, we saw healthy growth in retail sales in the US, slowing sales growth in China, and strengthening sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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October 2021 Monthly Consumer Update

Analyzing consumer demand in October 2021, we saw stronger-than-expected growth in retail sales in the US, slow but accelerating sales growth in China, and modest sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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