Are Consumers Weakening?

Are Consumers Weakening?

Drew T. Matus Tani Fukui Shan Ahmed
MAR 14, 2024

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Our baseline forecast continues to incorporate a recession as we remain cautious about the economy. Although aggregate economic and labor market indicators continue to be strong, we are concerned about high consumer loan delinquencies, creeping unemployment, and affordability, all of which are potential headwinds to growth.