The consumer sheet: retail sales beside real PCE by category, income + saving, the Fed's PCE inflation pair, vehicles + housing, household credit stress and the Michigan sentiment split — CPI components beside it
The consumer sheet: retail sales beside real PCE by category, income + saving, the Fed's PCE inflation pair, vehicles + housing, household credit stress and the Michigan sentiment split — CPI components beside it
Use it when: When the question is whether spending is holding up, and on what.
The consumer is roughly two-thirds of US output, so this is the earnings backdrop behind the index futures rather than a same-day driver.
Spending up, saving rate down and revolving credit up is the sequence that ends a consumer cycle - and it shows up in guidance before it shows up in prints.
Less direct than for ES; NQ's constituents are less consumer-cyclical than the broad index.
Gasoline demand is the direct line into crude, and it sits in this desk beside the income data that funds it.
show me the consumer health.add <name> away.The tell: Spending up, saving rate down, revolving credit up is the sequence that ends a consumer cycle. All three together, not one.
This desk is built from dense sheet panels rather than individual tiles — see below.
Plus 2 dense sheets — wide tables that carry a whole complex in one upstream call rather than a wall of single-series tiles:
These desks assume the theory. If any of it is unfamiliar, the background reading is on the learn side: