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• The strong jobs market and income growth that is on pace with inflation fuels spending.

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• Consumers using credit cards is also up.

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Details: Big drivers of the gains in September were car sales, online purchases, and sales at miscellaneous retailers. Purchases at restaurants, bars, and gas stations were robust, too.

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Big picture: A strong economy will keep consumers confident and spending. To strengthen the economy businesses need pro-growth policiesthat address the worker shortage and advance a bold trade agenda.