PNC Economics Research

Solid Growth in March Retail Sales

Retail sales rose 1.7% in March from February.

21 April 2026 | Gus Faucher

CPI Inflation Spiked in March 2026 on Oil Price Shock

Topline CPI inflation leapt to 3.3% in March 2026 versus one year ago.

10 April 2026 | Kurt Rankin

Mixed Income and Spending Results for February

After-tax personal income fell 0.1% in February and dropped 0.5% after adjusting for inflation.

9 April 2026 | Gus Faucher

Consumer Health Check

Using PNC’s proprietary data to illuminate trends and risks shaping U.S. consumer health.

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Data Releases

Consumer Confidence Unexpectedly Improved Further in April

Consumer confidence improved to 92.8 in April, bucking expectations for a modest decline.

28 April 2026 | Jay Hawkins

U.S. Home Prices Rose in February at a Slower Pace

The Case-Shiller national home price index increased 0.1% in February.

28 April 2026 | Ershang Liang

Consumer Sentiment Remains at Record Low in April

Consumer sentiment fell to 49.8 in the final April release, an improvement from the initial reading of 47.6.

24 April 2026 | Jay Hawkins

Initial Jobless Claims Increase But Remain Low

Initial jobless claims rose by 6,000 to 214,000 in the week ending April 18.

23 April 2026 | Ershang Liang

Industrial Production Down Slightly in March But Trend Is Higher

Industrial production fell 0.5% in March, with manufacturing output down 0.1%.

16 April 2026 | Gus Faucher

Weak Spring Growth, Increased Uncertainty from Iran

The Beige Book reported weak growth in most of the country in the spring.

15 April 2026 | Gus Faucher

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Published semi-annually, PNC's survey of small and mid-size business owners' expectations for their own businesses' performance, and their outlook for the national and regional economies are described in detail (available in March and September).

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