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Timely insights from the Economy, Strategy & Finance Center
In June, a solid increase in retail sales shows consumers were still spending amid the first signs of tariff pressures. Nonetheless, some signs of slowing are emerging, particularly in categories most affected by tariffs.
Figure 1. Consumer Spending Slowing, but Still Solid
Sources: Census Bureau, Haver Analytics, The Conference Board, 2025
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All release times displayed are Eastern Time
Note: Due to the US federal government shutdown, all further releases for The Conference Board Employment Trends Index™ (ETI), The Conference Board-Lightcast Help Wanted OnLine® Index (HWOL Index), The Conference Board Leading Economic Index® of the US (US LEI) and The Conference Board Global Leading Economic Index® (Global LEI) data may be delayed. TCB will resume publication once updated US federal government data are released.
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PRESS RELEASE
US Consumer Confidence Declines Again in September
September 30, 2025
PRESS RELEASE
LEI for the Global Economy Continued to Decline in July and August
September 29, 2025
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LEI for China Declined Again in August
September 25, 2025
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LEI for India Ticked Up in August
September 23, 2025
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LEI for the Euro Area Declined in August
September 19, 2025
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The Conference Board Leading Economic Index® (LEI) for the US Declines in August
September 18, 2025
Connect and be informed about this topic through webcasts, virtual events and conferences
September 30, 2025 | Additional Resources
September 29, 2025 | Report
Rising Inflation Still Leaves Room for Fed Rate Cuts
September 26, 2025 | Brief
Rising Labor Market Risks Unite the Fed to Deliver 25bps Cut
September 17, 2025 | Brief
Fed to Cut 25bps to Preserve Delicate Economic Balance
September 16, 2025 | Brief
August Retail Sales Reflect Consumer Resilience—for Now
September 16, 2025 | Brief
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September 24, 2025
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September 10, 2025
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August 06, 2025
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May 28, 2025
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