The June edition of the Consumer Dynamics Market Report brings new insight into how consumer spending power has shifted since our April report.  Disposable income growth, which had been decelerating for over a year, found a floor and reaccelerated to 3.69% year over year by June.  At the same time, personal savings kept shrinking, and consumer inflation picked up pace, climbing its fastest rate in three years.

Our forecast carries these trends forward through July, and this edition tells the story of what changed since April and what it means going forward.  Income growth stabilizing sounds like good news, but savings are being drawn down faster than most households can offset, and rising prices are eating into whatever gains that income growth provides.  We break down what's driving each trend, how our forecast reads the months ahead, and how to weigh consumer demand signals against what households can actually afford to spend.

Who it's for

This report is built for teams that need to press consumer demand data against real purchasing power before making pricing, financing, or investment decisions in the alternative fuels and renewable energy space.