美国经济-《通胀削减法案》对消费者支出及群体的影响US Economics Impacts of OBBBA on Consumer Spending and Cohorts

July 29, 2025 05:06 PM GMT US Economics | North America Impacts of OBBBA on Consumer Spending and Cohorts We expect a slight boost to consumer spending in 2026 from the fiscal bill, but larger drags on spending in 2027 and beyond. Older and higher-income cohorts will benefit most, while spending cuts will negatively impact low-income consumers. We provide details on each new consumer provision. Key Takeaways Exhibit 1: We expect a small, ~15bp, boost to nominal spending in 2026 from the bill, but negative i ...