Join us in conversation with Leo Feler, Chief Economist at Numerator, and Jac Connolly, Global Economist at Kraft Heinz, on December 11, 2025, for an in-depth discussion on U.S. consumer resilience amid inflation, policy shifts, and a changing economic landscape.
As the U.S. heads into 2026, the economic picture is mixed. Inflation is beginning to edge higher, even as the labor market shows signs of cooling. The Fed’s recent cautious rate cut reflects growing uncertainty—compounded by broad tariff actions, cost pressures, and tighter immigration policies reshaping both labor supply and consumer demand.
Yet despite these headwinds, American consumers continue to spend—for now.
In this session, our speakers will examine the latest macroeconomic data and explore how these forces are shaping household spending, corporate strategy, and the broader growth outlook.
Economic Overview
A briefing on the current state of the U.S. economy and key trends driving consumer behavior.
Consumer Resilience
What’s behind continued spending—and how long it may last.
Q&A
An open discussion with the speakers.
This webinar brings together perspectives from across the economic landscape. Macrobond provides the data and analytical context behind evolving consumer trends, while Numerator’s Chief Economist, Leo Feler, and Kraft Heinz’s Global Economist, Jac Connolly, share insights from both macroeconomic and corporate viewpoints.
Global Economist
Kraft Heinz
Chief Economist
Numerator
Team Leader - Product Specialists,
Macrobond
