We just got data back from our monthly tracker today. We will be sharing data updates on various topics in the coming days/weeks from the latest wave, but wanted to share some quick data points on inflation, discretionary spending spending, personal finance sentiment, bitcoin interest, etc. 

This data was collected over the past 6-7 days.

Key Takeaways:

  • Inflation expectations for the next year increased again and now sit at all-time series highs (survey has been running since 2014). Longer term inflation expectations remain anchored. In fact, the weighted averages for “next year” and “next five years” were identical this month.
  • Covid concerns dropped to new series lows since we started asking about it at the beginning of the pandemic. 
  • The percentage of consumers reporting cold and flu type symptoms increased m/m.
  • Discretionary spending plans are better y/y but softened m/m.
  • Average consumer sentiment toward personal finances worsened m/m.
  • Interest in investing in Bitcoin softened m/m, but remains near series highs since we started asking about it.