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The American shopper just officially had their weakest quarter of spending since the pandemic hit
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The American shopper just officially had their weakest quarter of spending since the pandemic hit
Mar 4, 2024 5:25 PM

U.S. Economy Maintains Resilience Despite Slowing MomentumRevised Growth EstimateThe U.S. economy grew at a revised 2.6% annual pace from October through December, slightly lower than the previous estimate of 2.7%. This indicates a slowdown in economic growth, with the rise in gross domestic product GDP decreasing from 3.2% in the third quarter to 2.6% in the fourth quarter.Weakening Consumer SpendingConsumer spending, the primary driver of economic growth, was significantly revised down to a 1% annual rate in the fourth quarter, the weakest quarterly gain since the COVID-19 pandemic. Spending on physical goods declined for a fourth consecutive quarter, indicating a shift in consumer behavior.Inventory Restocking Contributes to GrowthOver half of the fourth quarters growth was attributed to businesses restocking their inventories, suggesting a potential oversupply and not a reflection of underlying economic strength.Interest Rate Impact and Recessionary OutlookThe Federal Reserves aggressive interest rate hikes have impacted borrowing costs, affecting the housing industry and reducing consumer and business spending. Economists widely predict a recession later this year as a result of these factors.Skepticism and Recession SeverityDespite the Feds aim for a soft landing, analysts remain skeptical that the U.S. can avoid a downturn. The main debate centers around the severity of the potential recession, whether it will be mild or lead to significant layoffs and economic damage.Banking Failures and Economic SlowdownThe recent failures of Silicon Valley Bank and Signature Bank are expected to further hinder economic growth. Banks are likely to impose stricter lending conditions, potentially limiting the availability of capital and slowing down the economy.Economic Outlook and Job MarketOxford Economics analysts anticipate a recession in the second half of 2023. However, the job market remains strong, with healthy hiring and a low unemployment rate. Consumer confidence and spending are also relatively solid.Upcoming GDP EstimateThe Commerce Departments final estimate of GDP for the fourth quarter of 2022 s a slight slowdown in economic growth. The initial estimate for the first quarter of 2023, expected on April 27th, will provide further insight into the current economic trajectory.

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