Consumer Spending Predictions

Browse Consumer Spending market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

7 forecasts 6 commentators 7 pending
7 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Jeff Snider Consumer Spending Consumer spending will pull back as rising energy costs squeeze household budgets and corporate margins
See quote
[0:05] Energy costs go up, something has to give. Consumer spending pulls back. You've got weaker marginal companies that have to cut back because they're getting a margin squeeze. Input costs go up. Can't pass those costs on customers.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-25 2027-03-25 pending
Danielle DiMartino Booth Consumer Spending A pullback in spending by top-income earners will manifest as broader job losses across the economy
See quote
[23:48] But when the top of the K is supporting the percentage of consumption that it is, then you you you're in the soup. If those individuals at the top of the K stop spending as much as they have been... it will manifest as job losses for everybody.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-09-17 2027-09-17 pending
Mike Green Consumer Spending Reduced new car sales due to high interest rates will keep used car prices elevated.
See quote
[10:14] Likewise, fewer cars are being sold into the system. That means that used car prices are going to be supported on a relative basis.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Wealthion 2026-09-09 2027-09-09 pending
Mike Green Consumer Spending Growing numbers of American households approaching a financial breaking point will eventually trigger a sharp, catastrophic reduction in consumer spending.
See quote
[14:44] more and more people are telling us they're getting closer and closer to that breaking point... that is a catastrophic reduction of spending that is created once people hit a breaking point.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Wealthion 2026-09-09 2027-09-09 pending
Lance Roberts Consumer Spending The US retail consumer will continue to crack under pressure, with spending deterioration becoming more pronounced in the near term
See quote
[27:37] retailers like Walmart are certainly starting to show that the consumer is coming under pressure... the retail consumer is starting to come under pressure. I I would tweak that a little bit. I I think the retail consumer has been under a fair amount of pressure for a while. I think that what you're talking to is it's showing that they're really starting to to crack.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-08-22 2026-12-31 pending
David Rosenberg Consumer Spending Real consumer spending will turn negative as real wages contract
See quote
[18:26] what we're going to be left with is negative real wage growth which came out of the that that was the main message out of the non-forpe report that came out for May is that once we get the CPI numbers uh for April, we're going to see yet again the second month in a row real wages are contracting and unless the savings rate goes down to zero that's going to lead to negatives in real consumer spending.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Wealthion 2026-05-15 2026-12-31 pending
Cameron Dawson Consumer Spending Consumers are approaching a point where they will pull back on spending in a more meaningful way due to negative real wage growth
See quote
[33:59] we've actually now tipped into negative real wage growth uh based on the on the recent employment data uh as well as the recent inflation data. And so that that would suggest that consumers um you are getting to a point where they could potentially start to actually pull back on spending in a more meaningful way.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-05-14 2026-12-31 pending