Holiday Preview: A Look Into The Consumer
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Markit3.51K FollowersFollow5ShareSavePlay(7min)CommentsSummaryWith repeated references to consumer resilience by both companies and the Fed recently, the holiday season seems to be off to a good start.As tariffs are now viewed as a one-time increase likely to impact Q4 and FY 2026, the extent to which non-US products may be able to pass on the tariffs remains unclear.With the Fed cutting rates once again on December 10, 2025, markets continue to grind higher.Looking out to FY 2027, the macro trends look poised to shift, as the US has begun cutting rates and China has started to show signs of improving. SolStock/E+ via Getty Images Introduction With repeated references to consumer resilience by both companies and the Fed recently, the holiday season seems to be off to a good start. However, questions remain about what consumers will shop for this holiday season andThis article was written byMarkit3.51K FollowersFollowIHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.