U.S. retail sales were unexpectedly unchanged in December as households scaled back spending on motor vehicles and other big-ticket items, potentially setting consumer spending and the economy on a slower growth path heading into the new year.

The Commerce Department also revised down retail sales for October, suggesting consumer fatigue amid rising cost-of-living challenges that have been partly attributed to higher prices due to tariffs on imports. The weak report, together with a marginal rise in business inventories, prompted economists to downgrade their economic growth estimates for the fourth quarter.

on loans rising to 4.8% of all outstanding US household debt in the fourth quarter. The rise in defaults was driven by delinquencies in mortgage payments, particularly in lower-income zip codes, and student-loan delinquencies. Overall household debt balances climbed 1% from the previous quarter to $18.8 trillion, with the share of credit-card loans at least 90 days delinquent rising to 12.7%.

Boeing begins 2026 with 46 deliveries in January and 103 net new orders. US planemaker beat Airbus in deliveries and orders in January. Boeing landed big orders from Delta and Aviation Capital Group in January. Buy (BA) on dips.

in November as stocks at retailers fell, government data showed on Tuesday.

Inventories rose 0.1% after gaining 0.2% in October, the Commerce Department's Census Bureau said on Tuesday. Inventories are a key component of GDP and one of the most volatile. Rising inventories are usually a sign of slowing business.

as the weight loss trend cuts sales. The company posted adjusted earnings of 58 cents for the quarter, ahead of Wall Street’s consensus call for 56 cents. Although net revenue grew 2% from last year to $11.8 billion, it came below analysts’ forecast of $12.05 billion. Organic sales rose 4.8%, also slower than the 5% growth analysts had anticipated. Much of the quarter’s growth came from sales of concentrate and syrup to bottling partners, rather than finished drinks, according to the company. Avoid (K).