Latest / Markets with Megan: A Quick Financial Markets Update
Spending Cools And Dining Out Stays Hot | S2 E097 | 11-25-25
The consumer mood just blinked. We dig into fresh September retail sales and find the signal beneath the noise: core retail sales slipped, the steepest monthly drop since April, and the softness is concentrated in discretionary goods. Autos, electronics, clothing, sporting goods, and even non-store retail retreated, while health and personal care inched higher and restaurants kept humming. That split paints a clear picture of priorities shifting from goods to experiences, with essentials holding steady as households trim wants and protect cash flow.
We walk through what “core retail sales”…
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