Monthly Report: State of Consumer Spending


Beijing’s Focus on Near-Term Stability Pays Dividends
As economic headwinds convince Chinese policymakers to prioritize near-term stability, recent efforts to bolster sentiment in the real estate market appear to be paying off
Chinese Consumer Confidence Stabilizes in January, Despite Real Estate Concerns
Consumer sentiment has broadly stabilized in China this month, even amid additional COVID-19 outbreaks and further deterioration in housing price expectations

Supply Chain

Consumer Impact of Supply Chain Disruptions

This report evaluates the impact of global supply chain delays and shortages on consumers

Supply Chain Disruptions Threaten U.S. Grocery Spending

Shortages of food items are disproportionately impacting more price-sensitive consumers

Consumers Are Feeling the Improvements in the Supply Chain

U.S. adults are having an easier time tracking down supply-constrained goods in November compared with October and September

Global Supply Chain Disruptions Are Widespread, but Starting to Clear

Most of the world’s largest economies continue to be impacted by supply chain disruptions and rising inflation.

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Morning Consult