Resilient Demand Amid Reemerging Inflation And Cost Pressures (Ankura Monthly Economic Report)

U.S. consumers show continued resilience, but underlying conditions are weakening as inflation, rising borrowing costs, and declining liquidity begin to pressure spending and sentiment. Housing and credit indicators are softening, with affordability deteriorating, delinquencies rising, and early signs of stress emerging across mortgages and consumer debt. While the macro backdrop remains stable in the near term, increasing cost pressures and structural imbalances point to growing fragility and downside risk into Q2 and beyond.

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