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consumer spending — 3 pages

Reference US Personal Income and Outlays, August 2026 — PCE Inflation 3.4% Year Over Year, Core 3.0% YoY, Saving Rate 4.1% BEA estimates released Sept. 30, 2026: the PCE price index rose 0.3% in August and 3.4% from a year earlier; core rose 3.0% YoY. Spending rose 0.9% and income 0.2% MoM; saving rate 4.1%. Economy · Oct 5 Reference US Retail Sales, August 2026 — Advance Estimate +1.2% to $773.9 Billion, Since Superseded by the September 28 Annual Revision Census's September 16 advance estimate put August 2026 retail sales at $773.9 billion, up 1.2% (±0.4%). The release now says it is not the latest: revised estimates came out September 28. Economy · Oct 5 Reference US Back-to-School 2026 — $146.8B Record, 44% of Lists Done NRF projected a record $146.8B for 2026 US back-to-school: $43.3B K-12, $103.5B college. By early August shoppers had finished only 44% of their lists, and 61% said they were seeing higher prices. Economy · Sep 7