WS #15070
Holding: newest synthesis is 17h 7m old
Consumer spending remains resilient despite rate concerns, with Carnival reporting a Q3 earnings beat and raising 2026 guidance. This strength is corroborated by US housing data, where the FHFA index rose 0.3% and Redbook YoY accelerated to 8.2%, suggesting underlying economic durability. Eli Lilly's Zepbound data further highlights strength in the consumer health sector.
Consumer Resilience and Travel
Consumer spending remains resilient despite rate concerns, with Carnival reporting a Q3 earnings beat and raising 2026 guidance. This strength is corroborated by US housing data, where the FHFA index rose 0.3% and Redbook YoY accelerated to 8.2%, suggesting underlying economic durability. Eli Lilly's Zepbound data further highlights strength in the consumer health sector.