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	<title>Search Results for &#8220;consumer&#8221; &#8211; ISABELNET</title>
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	<link>https://www.isabelnet.com</link>
	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;consumer&#8221; &#8211; ISABELNET</title>
	<link>https://www.isabelnet.com</link>
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		<title>S&#038;P 500 Sector P/E Valuations Relative to History</title>
		<link>https://www.isabelnet.com/sector-valuations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 22 Oct 2026 08:30:19 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 Sector P/E Valuations Relative to History Energy remains cheap, while Industrials, Healthcare, and Consumer Staples have little room for error. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Consumer Sentiment Index and Subsequent 12-Month S&#038;P 500 Returns</title>
		<link>https://www.isabelnet.com/u-s-consumer-sentiment/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 08 Oct 2026 08:30:39 +0000</pubDate>
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					<description><![CDATA[Consumer Sentiment Index and Subsequent 12-Month S&#38;P 500 Returns Bad moods can be good news for stocks. When consumer confidence sinks, as it is today, pessimism may already be priced in, leaving markets room to rally. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>Valuations &#8211; S&#038;P 500 Sector Forward P/E</title>
		<link>https://www.isabelnet.com/sp-500-energy-sector-valuations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 21 Aug 2026 08:31:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Valuations &#8211; S&#38;P 500 Sector Forward P/E Energy remains the market&#8217;s valuation laggard, while Industrials, Healthcare and Consumer Staples are already priced for a lot of optimism. Image: The Daily Shot]]></description>
		
		
		
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		<title>Equities and Mutual Funds as a % of Disposable Personal Income</title>
		<link>https://www.isabelnet.com/u-s-total-disposable-personal-income/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 20 Aug 2026 08:30:12 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=29064</guid>

					<description><![CDATA[Equities and Mutual Funds as a % of Disposable Personal Income Stocks now dominate household wealth. As a result, the equity wealth effect is a much bigger force in the U.S. business cycle and a key driver of consumer spending. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Large Cap Consumer Staples Positioning</title>
		<link>https://www.isabelnet.com/consumer-staples-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 19 Aug 2026 08:30:57 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=145722</guid>

					<description><![CDATA[Large Cap Consumer Staples Positioning Positioning in large-cap consumer staples sits in the 13th percentile, with investors heavily underweight. Even a small lift in sentiment could be enough to spark a bounce. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Real U.S. Personal Consumption Expenditures Y/Y Growth</title>
		<link>https://www.isabelnet.com/u-s-total-labor-income-and-personal-consumption-expenditures/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 31 Jul 2026 08:30:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=24039</guid>

					<description><![CDATA[Real U.S. Personal Consumption Expenditures Y/Y Growth In recent quarters, U.S. consumers have continued to reallocate spending toward experience‑driven categories like travel, dining and recreation, even as overall services spending growth has cooled. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Oil Prices vs. U.S. Inflation</title>
		<link>https://www.isabelnet.com/u-s-breakeven-inflation-rates-vs-oil/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Jun 2026 08:33:34 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=71499</guid>

					<description><![CDATA[Oil Prices vs. U.S. Inflation When oil rises, inflation tends to follow, pushing up energy and transport costs that ripple across the economy. That dynamic often pressures equities, as margins tighten and consumers pull back. Image: Real Investment Advice]]></description>
		
		
		
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		<title>S&#038;P 500 and Crude Oil</title>
		<link>https://www.isabelnet.com/sp-500-around-1970s-oil-crisis/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 17 Mar 2026 09:30:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 and Crude Oil Since the conflict erupted in the Middle East, the S&#38;P 500 has been moving almost opposite to oil, showing a striking 91% inverse correlation. When crude rises, investors often worry about squeezed U.S. consumers and slower growth. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>U.S. Consumer Inflation Expectations</title>
		<link>https://www.isabelnet.com/liquidity-volatility-and-1-year-inflation-expectations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 10 Mar 2026 09:30:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=78350</guid>

					<description><![CDATA[U.S. Consumer Inflation Expectations U.S. households are not fully buying the Fed&#8217;s inflation fight. One‑year expectations sit at 3%, above the 2% target, and longer‑term expectations aren&#8217;t much different. For most families, everyday costs haven&#8217;t eased much. Image: The Daily Chartbook]]></description>
		
		
		
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		<title>Estimated Wealth Effects on Annualized Real PCE Growth</title>
		<link>https://www.isabelnet.com/contributions-to-year-on-year-core-pce-inflation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 25 Feb 2026 09:30:39 +0000</pubDate>
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					<description><![CDATA[Estimated Wealth Effects on Annualized Real PCE Growth Should stocks stumble, the positive wealth effect supporting consumption may turn into a headwind during the second half of 2026. After all, consumer sentiment is definitely tied to market performance. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>U.S. Inflation &#8211; Cleveland Median CPI vs. M2 Savings Deposits</title>
		<link>https://www.isabelnet.com/u-s-inflation-m2-money-supply-and-consumer-price-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 18 Feb 2026 09:30:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Inflation &#8211; Cleveland Median CPI vs. M2 Savings Deposits When fiscal policy drives money creation, inflation risk jumps. Spending and liquidity rise together, and before long, too much money chases too few goods. Recent U.S. money trends point toward price pressures ahead. Image: Bloomberg]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Consumer Confidence in Higher Stock Prices vs. S&#038;P 500 Trailing Valuations</title>
		<link>https://www.isabelnet.com/consumer-confidence-and-business-confidence/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 12 Feb 2026 09:33:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=11791</guid>

					<description><![CDATA[U.S. Consumer Confidence in Higher Stock Prices vs. S&#38;P 500 Trailing Valuations Confidence in future stock gains is fueling higher valuations, with investors paying up for growth they believe will last. But that conviction could prove fragile if those expectations falter. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>U.S. Household Wealth</title>
		<link>https://www.isabelnet.com/inequality-percent-of-total-investment-assets-held-by-wealth-distribution/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 23 Dec 2025 09:30:06 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Household Wealth Stock market gains over the past six years have boosted U.S. household wealth and powered consumer spending, while also heightening vulnerability if markets fall. Image: Deutsche Bank]]></description>
		
		
		
			</item>
		<item>
		<title>Real U.S. Consumer Spending</title>
		<link>https://www.isabelnet.com/university-of-michigan-consumer-expectations-index-and-real-consumer-spending/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 28 Aug 2025 08:30:07 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=15713</guid>

					<description><![CDATA[Real U.S. Consumer Spending During the first half of 2025, U.S. inflation-adjusted consumer spending contracted—the weakest pace seen in over 15 years—driven by cautious consumer behavior amid tariff concerns and economic uncertainties. Image: Deutsche Bank]]></description>
		
		
		
			</item>
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		<title>U.S. Tariff Costs</title>
		<link>https://www.isabelnet.com/average-consumer-price-increase-after-us-import-tariffs-by-25/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 18 Aug 2025 08:30:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Tariff Costs Goldman Sachs forecasts that by October 2025, U.S. businesses will absorb just 8% of Trump-era tariff costs—down from 64%—while the share borne by U.S. consumers rises to 67%. This shift is expected to drive consumer prices higher. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Recession &#8211; U.S. Real Retail Sales</title>
		<link>https://www.isabelnet.com/recession-u-s-real-retail-sales/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 01 Aug 2025 08:33:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=71325</guid>

					<description><![CDATA[Recession &#8211; U.S. Real Retail Sales U.S. real retail sales and consumer confidence trends indicate cautious and subdued consumer spending growth, which has historically been linked to an increased risk of recession. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>Tariffs Impact on YoY U.S. GDP Growth</title>
		<link>https://www.isabelnet.com/u-s-effective-tariff-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 29 Jul 2025 08:30:36 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=10794</guid>

					<description><![CDATA[Tariffs Impact on YoY U.S. GDP Growth Over the next three years, higher tariffs are expected to slow U.S. GDP growth by 1.7%, as they raise costs for consumers and businesses, fuel inflation, and drag on economic expansion. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Credit Card Debt</title>
		<link>https://www.isabelnet.com/u-s-credit-card-delinquency-rates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 28 Jul 2025 08:30:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=25025</guid>

					<description><![CDATA[U.S. Credit Card Debt Rising credit card debt shows weakened repayment discipline and financial strain from inflation in basic living costs, creating a feedback loop where increased debt and fees further hinder consumers&#8217; ability to restore financial stability. Image: Yahoo Finance]]></description>
		
		
		
			</item>
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		<title>Inflation &#8211; U.S. CPI Deviation from Consensus</title>
		<link>https://www.isabelnet.com/inflation-u-s-cpi-consensus-forecasts/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 19 Jul 2025 08:30:02 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=73109</guid>

					<description><![CDATA[Inflation &#8211; U.S. CPI Deviation from Consensus A series of lower-than-expected inflation readings gives the administration greater economic leeway to pursue higher tariffs, driven by the (possibly mistaken) belief that U.S. consumers will be largely insulated from their effects. Image: Deutsche Bank]]></description>
		
		
		
			</item>
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		<title>Share of Tariff Cost Burden</title>
		<link>https://www.isabelnet.com/cost-of-u-s-tariffs-across-all-goods-and-services/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 16 Jul 2025 08:31:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=12414</guid>

					<description><![CDATA[Share of Tariff Cost Burden While the importer of record pays the tariff legally, the economic cost of tariffs is distributed across U.S. consumers, U.S. businesses that rely on imports, and foreign exporters. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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