Michael Hanson, Dan Silver, and Murat Tasci discuss the health of the US consumer. Recent benchmark GDP revisions imply more excess saving while liquid asset holdings and net worth have surged since the pandemic began. These should cushion US households against recent headwinds, and support our call for a continued, if soft, expansion next year.

Speakers:

Michael Hanson

Daniel Silver

Murat Tasci

This podcast was recorded on 12 October 2023.

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