Consumers Beating Tariffs to the Punch | S2 E032 | 04-16-25

Markets with Megan: A Quick Financial Markets Update · Apr 16, 2025 · 2m · transcript

Consumers Are Spending — But Why Now?

💳 Just when we thought consumer strength might be fading, March retail sales come in hot. On today’s Markets with Megan, Megan Horneman breaks down what’s really behind the surge — and what it says about inflation, tariffs, and the economy heading into Q2.

Retail sales jumped 1.4% in March, the biggest gain since early 2023. But dig deeper and there’s a story behind the numbers: 🚗 Auto purchases, 🏠 building materials, and 🍽️ restaurant spending all saw big increases. Are consumers front-running May’s tariffs? And what does that mean for future growth?

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