[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Econ_Parker](/creator/twitter/Econ_Parker) "June Retail Sales beat expectations up XXX% m/m (0.1% consensus) with Control Group (which feeds directly into GDP) also up XXX% vs expectations for a XXX% gain. Very solid figures in nominal terms but it's important to note that core goods inflation has picked up in recent months. So to understand if consumers are really ramping up spending or simply keeping up with higher prices we need to adjust for inflation. The trend is clear: consumers have been spending less and less in real (inflation-adjusted) terms over the course of 2025 as goods inflation has accelerated. Some details in the 🧵"  [@Econ_Parker](/creator/x/Econ_Parker) on [X](/post/tweet/1945848864688439389) 2025-07-17 14:11:36 UTC 20.8K followers, 59K engagements "About that "no evidence of inflation" from tariffs. If you know where to look it seems pretty clear that inflationary pressures are building in the product categories most exposed to tariffs. Case in point from today's June CPI report: Household Furnishings & Supplies which saw prices jump nearly X% m/m in June. This was the sharpest monthly increase since the peak of the pandemic-driven inflation in early '22. More evidence in the 🧵"  [@Econ_Parker](/creator/x/Econ_Parker) on [X](/post/tweet/1945109179426894178) 2025-07-15 13:12:21 UTC 20.8K followers, 95K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Econ_Parker
"June Retail Sales beat expectations up XXX% m/m (0.1% consensus) with Control Group (which feeds directly into GDP) also up XXX% vs expectations for a XXX% gain. Very solid figures in nominal terms but it's important to note that core goods inflation has picked up in recent months. So to understand if consumers are really ramping up spending or simply keeping up with higher prices we need to adjust for inflation. The trend is clear: consumers have been spending less and less in real (inflation-adjusted) terms over the course of 2025 as goods inflation has accelerated. Some details in the 🧵"
@Econ_Parker on X 2025-07-17 14:11:36 UTC 20.8K followers, 59K engagements
"About that "no evidence of inflation" from tariffs. If you know where to look it seems pretty clear that inflationary pressures are building in the product categories most exposed to tariffs. Case in point from today's June CPI report: Household Furnishings & Supplies which saw prices jump nearly X% m/m in June. This was the sharpest monthly increase since the peak of the pandemic-driven inflation in early '22. More evidence in the 🧵" @Econ_Parker on X 2025-07-15 13:12:21 UTC 20.8K followers, 95K engagements