23 December 2025 | 4:56PM EST Economics Research US ECONOMICS ANALYST 2026 Consumer Outlook: Solid Growth Supported by a Fiscal Boost Elsie Peng +1(212)357-3137 | elsie.peng@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 n Consumer spending grew at a strong 3.5% pace ...

Joe, always good to see you. Thanks so much for joining me. >> Thank you.Very good to be with you, Jennifer. Happy holidays. >> Happy holidays to you.And what a way to kick off the holidays with such a stellar third quarter GDP number up 4.3% a full percentage point above expectations and driven by consumer spending up three and a half% though a large chunk of that from healthcare spending. Though we also saw trade really add to this number as well. Joe, can we see this level of growth sustained into next y ...

Real GDP heated up at an annualized rate of 4.3% in the third quarter, far surpassing the forecast. That follows a 3.8% gain in the second quarter and a contraction in the first quarter. Strong consumer spending drove the growth. The US economy defied expectations in the third quarter of a year marked by uncertainty. US real gross domestic product rose at an annualized rate of 4.3% in the third quarter, exceeding the 3.3% expected and more than the 3.8% growth in the second quarter. "The increase ...

🇺🇸 UPDATE: U.S. GDP grew 4.3% in Q3 2025, beating the previous quarter’s 3.8% as consumer spending, exports and government outlays lifted economic activity despite weaker investment. https://t.co/PqO5lgU2DW ...

Two new sets of data show consumers are spending strongly but not feeling confident.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.U.S. gross domestic product climbed at a seasonal and inflation-adjusted 4.3% annu ...

Welcome back to Money Movers. December consumer confidence data crossing the wires last hour showing the fifth straight month of declines and the lowest level since April and Visa out with a new report today signaling a more bullish outlook for the consumer with overall spending coming in 4% higher than last year. Here with us now to discuss is the CEO of Tanganger, Steven Yalof.Thank you very much for being here. Um, >> you know, it's hard to kind of disentangle the two because sentiment feels so dire, but ...

Welcome back to Money Movers. December consumer confidence data crossing the wires last hour showing the fifth straight month of declines and the lowest level since April and Visa out with a new report today signaling a more bullish outlook for the consumer with overall spending coming in 4% higher than last year. Here with us now to discuss is the CEO of Tanganger, Steven Yalof.Thank you very much for being here. Um, >> you know, it's hard to kind of disentangle the two because sentiment feels so dire, but ...

Right. Uh now it's time to get uh a look at the big picture. Let's welcome in our next guest.That's going to be Colin Martin, head of fixed income research and strategy at the Schwab Center for Financial Research. Colin, I wanted to get your take here on just the data in general here today. We got a little pop there in yields uh post that GDP.What was your takeaway. >> Yeah, it was a really strong report, you know, across the board. We we got the the highest quarterly gain annualized in two years.And and I ...

Key Takeaways NRF estimates 158.9 million shoppers took part in Super Saturday, setting a new record.Late-season shopping strength may support ETFs tied to retail, e-commerce and consumer staples stocks. RTH and EBIZ stand to benefit from resilient mega-cap retailers and sustained holiday demand. With the final shopping weekend before Christmas now behind us, a record 158.9 million consumers are expected to have shopped on "Super Saturday" — the final Saturday before Christmas, (both in-store and online) ac ...

NEW YORK--(BUSINESS WIRE)--Klarna, the global digital bank and flexible payments provider, today reports an increase in U.S. holiday spending beyond traditional retail, with consumers driving triple-digit year- over-year growth across entertainment (+130%), experiences (+115%) and automotive products (100%), such as vehicle maintenance and repairs, from December 1 through Monday, December 22, signaling a clear shift toward experiential and high-value practical purchases this season. The results underscore s ...