到2025年,前10%的人群将贡献一半的消费。 他们是风向标。
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Bob Elliott
@BobEUnlimited
Looking through the chop of the monthly numbers, the household spending math problem remains.
Employment growth: 0%
Wage growth: 3.5%
Inflation: ~2.5% -> ~4%
Just pretty tough to maintain 5-6% nominal HH spending that has powered the economy, and even harder to get 2-3% real.
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