Episode Details
Back to Episodes
U.S. Shoppers Ignore the Noise | S3 E140 | 04-22-26
Description
The U.S. consumer continues to show surprising strength.
In today’s Markets with Megan, Megan Horneman breaks down the March retail sales report and explains why consumer spending came in much stronger than expected. Headline retail sales rose 1.7% in March, marking the biggest monthly increase in a year, while core measures also pointed to broad-based strength.
Megan walks through what was driving the spending, from gasoline and autos to more discretionary categories like furniture, electronics, dining out, and online shopping. She also explains why this report matters, what tax refunds may have contributed, and why weak consumer sentiment still is not showing up in actual spending behavior.
Key topics covered:
March retail sales data
Core retail sales strength
Consumer resilience despite high gas prices
Discretionary spending trends
Tax refunds and spending activity
Consumer sentiment vs. actual behavior
If you enjoy Markets with Megan, be sure to subscribe, turn on notifications, and share with anyone following the economy and markets.
📺 For a full history of this podcast, visit: https://marketswithmegan.fm
#MarketsWithMegan #RetailSales #ConsumerSpending #Economy #USEconomy #EconomicData #MarketCommentary #Investing #RetailData #ConsumerStrength #Inflation #TaxRefunds #MarketInsights
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...