2026-01-11 23:30:42

Real consumption is expected to post another quarter of solid performance, with growth hitting around 2.4% in Q4. What's driving this? Core retail sales remain resilient—consumers keep spending despite economic headwinds. The softer inflation backdrop helps too, giving households more purchasing power and breathing room. When inflation eases and retail holds up this well, it typically signals economic stability and steady demand. This kind of macro environment shapes how institutional players and retail participants approach risk assets and portfolio allocation strategies.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
7
Repost
Share

Comment

0/400

BackrowObserver

· 11h ago

2.4% growth? It's okay, but I feel like the consumption data has been beautified.

View OriginalReply0

BlockchainArchaeologist

· 01-12 15:36

2.4% growth? Sounds good, but can retail really sustain it... I believe that consumption only becomes active when inflation drops, the question is when can it stabilize completely. By this time, institutions have already started adjusting their positions, retail investors are still on the sidelines. Good consumption data is nice to hear, but I'm afraid it might be just a fleeting moment. Retail has a strong resilience to pressure, but has purchasing power really increased? Or is it just superficial... Stable demand ≠ profit opportunity, don't confuse these two things. A good macro environment can't prevent black swan events, who dares to confidently add positions?

View OriginalReply0

TokenSherpa

· 01-11 23:59

actually, let me break this down for you... if you examine the historical voting patterns in macro cycles like this, empirical evidence suggests consumer spending resilience correlates directly with governance participation rates in dao treasuries. just sayin, quorum requirements matter when allocating into risk assets during soft inflation regimes.

Reply0

GlueGuy