Event Presentation | May 29, 2026 Premium The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonWe assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds. Read More