Skip to main content

Stock market rally only a small support for consumers

Our equity and house price forecasts imply household net wealth will rise significantly over the next three years. Even so, we estimate that household net wealth as a share of disposable incomes will be around 690% in 2026, which is well below its peak of 833% in 2021. As a result, this increase in household net wealth may only be a small tailwind for consumer spending.

Become a client to read more

This is premium content that requires an active Capital Economics subscription to view.

Already have an account?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to gain:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services

Get access