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Kayla Bruun

@kaylabruun.bsky.social
266 followers 177 following 17 posts

Lead Economist at Morning Consult

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Kayla Bruun @kaylabruun.bsky.social · 20/12/2024
Interestingly, opinions vary by income group. Low and, most of all, middle income adults are the MOST opposed to adding tariffs. High earners are less bothered. This group has thrived lately despite elevated inflation, potentially reducing their tariff concerns.
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Kayla Bruun @kaylabruun.bsky.social · 20/12/2024
ALL categories had net opposition overall - despite many remembering 2018/2019 (the period following the last tariff implementation) as "good". What's dif this time? 1) Inflation was low for yrs heading into '18; much higher this time 2) Ppl think these tariffs will cost more
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Kayla Bruun @kaylabruun.bsky.social · 20/12/2024
More tariff analysis! The consumer inflation experience in recent yrs may be setting the stage for more resistance to tariffs in '25 vs. '18. Products that have already had a sharp increase in price sensitivity face the most opposition to potential tariffs: pro.morningconsult.com/analysis/tar...
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Kayla Bruun @kaylabruun.bsky.social · 19/12/2024
Our last Consumer Says ep of the year!! Tune in for @sofiabaig.bsky.social and me talking all about tariffs, Fed and INFLATION! (...or if you prefer silence - see our accompanying newsletter! read: pro.morningconsult.com/analysis/con... subscribe: pro.morningconsult.com/newsletters?...)
pro.morningconsult.com
The state of the U.S. economy heading into 2025
Morning Consult economists Kayla Bruun and Sofia Baig discuss the current state of the U.S. economy heading into 2025 – from the labor market, to consumer finances to spending and more. Discussion inc...
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Kayla Bruun @kaylabruun.bsky.social · 04/12/2024
my favorite too!!
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Reposted by Kayla Bruun
Sofia Baig @sofiabaig.bsky.social · 04/12/2024
Latest episode of Consumer Says is out where @kaylabruun.bsky.social and I go over the top 4 headwinds and top 2.5 tailwinds facing the US economy now. Might be my favorite one we’ve done yet! m.youtube.com/watch?v=GF5d...
m.youtube.com
Consumer Says 12/4/24: The state of the U.S. economy heading into 2025
YouTube video by Morning Consult
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Reposted by Kayla Bruun
Sofia Baig @sofiabaig.bsky.social · 26/11/2024
Most voters think foreign companies or foreign governments pay for tariffs
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Kayla Bruun @kaylabruun.bsky.social · 25/11/2024
Exciting news (for me)!! We published our new State of the Global Consumer report last week, for the first time showcasing our very own intl consumer spending data across all 15 countries we cover! That's monthly, apples-to-apples, category-level spending data!!
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Kayla Bruun @kaylabruun.bsky.social · 22/11/2024
full analysis here! pro.morningconsult.com/analysis/con...
pro.morningconsult.com
Consumer Demand is Regaining Momentum
The U.S. Consumer Health Index (CHI) has turned upward in recent months as consumers across the income spectrum look poised to strengthen their spending.
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Kayla Bruun @kaylabruun.bsky.social · 22/11/2024
Our Consumer Health Index (CHI), which we track daily, isn't the only sign of a turnaround either - our spending data by income runs monthly so only have it through Oct, but that 3-month demand boost is showing up in reported purchasing growth among low earners as well!
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Kayla Bruun @kaylabruun.bsky.social · 22/11/2024
Our team writes A LOT about differing dynamics/econ experiences across income groups. It's mostly been bad news for lower earners... But from late summer thru mid-Nov, we are finally seeing improvement in consumer health scores - with <$50k group showing the most progress!
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Sofia Baig @sofiabaig.bsky.social · 20/11/2024
Retail expert Claire Tassin joined @kaylabruun.bsky.social and me to discuss consumer demand and holiday shopping trends for 2024. Check out the full episode here: m.youtube.com/watch?v=ezht...
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
This data comes from Morning Consult's daily tracking of thousands of US consumers, so we can keep monitoring pretty much in real time. So far in November, Walmart customer CHI scores kept going up while Target's are still lagging:
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
The Walmart/Target earnings contrast got me curious....so I took a look at how our brand-specific Consumer Health Index (CHI) scores shifted in Q3. Turns out there were some conflicting demand patterns among these retailers customers, foreshadowing their earnings outcomes!
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
This metric has historically related to consumer spending; the big slump over the summer corresponded with retailers grappling with elevated price sensitivity and trading down. That story appears to be changing, with the index gathering steam toward recovery. Full analysis here! t.co/tCHdEeWpf5
t.co
https://pro.morningconsult.com/analysis/consumer-demand-nov-2024
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
Update on Morning Consult's Consumer Health Index (CHI) - we are seeing some interesting movements as we approach peak holiday spending season! Consumer demand appears to be picking up thru mid Nov (chart runs thru Nov. 16)--and it's not just driven by the post-election sentiment bump either...
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
...and/or subscribe to our Economic Pulse Check newsletter to read the highlights from the pod convo and get alerted when our next ep drops! (Hint: That will be December 4th) pro.morningconsult.com/newsletters?...
pro.morningconsult.com
Newsletters and Daily Briefings | Morning Consult
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
....or listen on Spotify: open.spotify.com/show/11q9QQ5...
open.spotify.com
Consumer Says: An Economic Pulse Check
Podcast · Morning Consult · “Consumer says” is a podcast produced by the economics team at Morning Consult. Every other week our economists will get together to discuss current economic news as well a...
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Kayla Bruun @kaylabruun.bsky.social · 20/11/2024
It's podcast day for @sofiabaig.bsky.social ...me...and our VERY SPECIAL GUEST, retail expert Claire Tassin!! We chat about consumer demand in general and then dig deeper on 2024 holiday spending trends & Black Friday expectations! Watch on Youtube: www.youtube.com/watch?v=ezht...
youtube.com
Consumer Says 11/20/24: What to expect this holiday season
YouTube video by Morning Consult
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Kayla Bruun @kaylabruun.bsky.social · 18/11/2024
Where @sofiabaig.bsky.social goes I will follow! And then probably post some econ charts :) Hi!
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