Positive results from the summer season have led to an improvement in consumption. The US economy has surpassed expectations with significant increases in consumption in September, primarily due to a drop in oil prices. This result has exceeded these expectations, with a 0.8% increase.

A significant contribution was made by the drop in oil prices, which were estimated at 7.1% in September, leading to an increase in inflation. This phenomenon had a particular impact on the K-shaped segment of society, where some groups live in prosperous conditions while others face economic difficulties. Additionally, data provided by EIA (Energy Information Administration) indicates that oil prices have increased by 7.1%, negatively impacting consumption and overall economic growth.

However, even though the drop in oil prices had a negative impact on sales, economists are observing an improvement in general spending as a key component of economic growth statistics. According to data from the Census Bureau, consumption has registered an increase of 0.8% in September, following an increase of 1.3% in the previous month. Consumers continued to spend, but wealthier families were able to sustain this increase thanks to market gains.

However, data from the Fed's Beige Book suggests that most regions in the United States have noted limited or no changes in consumption between July and September. In particular, the Dallas area, where it was expected to see a 1.2% increase in consumption, saw an increase of 1.1% for the two preceding months, highlighting positive trends in consumption. The US economy continues to show positive growth, with an increase of 0.1% in consumption excluding automobiles, gasoline, construction materials, and food services.

This trend was anticipated by analysts, who had predicted an increase of 0.3% in consumption, but reality has exceeded these expectations, with an increase of 0.8%. Data provided by IBA (Bank of America Institute) indicates an increase in BNPL (Buy Now, Pay Later) usage, which is estimated to be around one in five households using this technology. However, the same IBA data shows that only about a quarter of BNPL users have a payment amount over $500, indicating a limited impact of the technology on general consumption.

In conclusion, the US economy has registered a positive improvement in September, with an increase of 0.8% in consumption, surpassing the expectations of economists and showing an improvement in general spending.