Consumer Outlook Apollo Academy In this presentation, we look at the outlook for consumer spending on housing, cars, restaurants, travel, and other consumer goods and services. As 2026 begins, investors face a resilient yet pressured us economy, persistent inflation, and powerful fiscal and ai driven tailwinds. apollo chief economist torsten slok breaks down these dynamics and more.
Consumer Outlook Apollo Academy Let’s delve into three key market trends impacting consumers. then, explore how using alternative data is a key advantage for both lenders and consumers. As of december 2023. note: core cpi includes prices for a basket of consumer goods, except food and energy, and is released by bls. its weightings are updated annually. three and six month annualized change uses seasonally adjusted figures. source: labor department. 2025 outlook: no signs of a slowdown indicators— and fed policy—going forward? no matter which way you look at the economy, the outlook is much the same: there is no slowdown on the horizon. in the remainder of this section, we dissect the outlook for consumer and corporate spending, and provide our expectations for fed acti. With cash in checking accounts being less sensitive to interest rates, the bottom line is that it will require many more fed hikes to cool down the economy because consumer spending is driven not only by borrowing but also by the amount of liquid cash households hold in bank accounts.
Consumer Outlook Apollo Academy 2025 outlook: no signs of a slowdown indicators— and fed policy—going forward? no matter which way you look at the economy, the outlook is much the same: there is no slowdown on the horizon. in the remainder of this section, we dissect the outlook for consumer and corporate spending, and provide our expectations for fed acti. With cash in checking accounts being less sensitive to interest rates, the bottom line is that it will require many more fed hikes to cool down the economy because consumer spending is driven not only by borrowing but also by the amount of liquid cash households hold in bank accounts. The apollo research note warns important business sentiment indicators are dropping in short order and the way consumers are responding is cause for serious concern. Our latest us consumer outlook is available here. consumer spending continues to be supported by strong job growth, high wage growth, and plenty of savings across the income distribution. a few key charts below. Join us december 12th for apollo chief economist, torsten sløk's, 2025 economic outlook. in this webcast torsten will explore why the us economy has been so resilient, what's in store for the. As 2026 begins, investors face a resilient yet pressured us economy, persistent inflation, and powerful fiscal and ai driven tailwinds. we explore what this means for investors across asset classes and around the world. the story of 2026 is not a single trend, but a set of intertwined forces.
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