Consumers Beating Tariffs to the Punch | S2 E032 | 04-16-25
Consumers Are Spending — But Why Now?
💳 Just when we thought consumer strength might be fading, March retail sales come in hot. On today’s Markets with Megan, Megan Horneman breaks down what’s really behind the surge — and what it says about inflation, tariffs, and the economy heading into Q2.
Retail sales jumped 1.4% in March, the biggest gain since early 2023. But dig deeper and there’s a story behind the numbers: 🚗 Auto purchases, 🏠 building materials, and 🍽️ restaurant spending all saw big increases. Are consumers front-running May’s tariffs? And what does that mean for future growth?
🔥 What you’ll learn in this episode:
• The real reason consumers are splurging now
• Why autos and building materials are spiking
• What restaurant spending says about confidence
• How this report could impact Q1 GDP and Fed policy
This isn’t just another retail report — it’s a signal of where inflation, growth, and markets might be heading next.
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🎧 Catch up on past episodes: marketswithmegan.FM
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