Consumer Surge, GDP Upgrade, and a Payrolls Beat
About this episode
Consumer spending jumps 0.9% in August with cooling inflation, Q2 GDP revised up to 2.2% on AI investment and export strength, ADP private payrolls beat expectations with 90K jobs added in September
Chapters
Sources & Citations
US inflation rises less than expected in August; consumer spending surges | Reuters
www.reuters.com
Personal Income and Outlays, August 2026 | U.S. Bureau of Economic Analysis (BEA)
www.bea.gov
Fed's preferred gauge showed core inflation at 3.0% in August, much lighter than expected | CNBC
www.cnbc.com
US economy shows resilience on solid consumer spending, growth data | Semafor
www.semafor.com
GDP (Third Estimate), Q2 2026 — U.S. Bureau of Economic Analysis
www.bea.gov
Q2 GDP Third Estimate: Real GDP Revised Upward to 2.2% — Seeking Alpha
seekingalpha.com
US GDP (Q2 2026 – Third Estimate and NIPA Revisions) — EY
www.ey.com
September 30, 2026 Headlines — ALM First
www.almfirst.com
ADP September 2026 Private Payrolls Beat Expectations
qz.com
Private sector jobs rose by 90,000 in September, better than expected, ADP reports
www.cnbc.com
United States ADP Employment Change — September 2026
tradingeconomics.com
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