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The Numbers

A Shift Back to Income-Led US Consumption?

by Felix-Antoine Vezina-Poirier, Chief Strategist  

The December US Personal Income and Outlays report sent mixed signals. Real consumption slowed to 0.1% m/m from 0.2% in November, in line with expectations, while real income excluding transfers fell 0.1%. Spending was supported by dissaving, with the saving…

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