CH Investment & Economic Strategy Lunch 2023

Temporary support for growth #3: unusual consumer behaviour

US REAL CONSUMER SPENDING, JAN 2019=100

150

150

140

140

DURABLE GOODS

130

130

PRE-COVID TREND

120

120

110

110

100

100

90

90

SERVICES EXCLUDING IMPUTED RENT

NON-DURABLE GOODS

80

80

70

70

2016 2017 2018 2019 2020 2021 2022 2023 2024

1

Sources: BEA, NBER

29

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