Потребительская активность вернулась к уровням августа
Анализ данных по эквайрингу в точках, обслуживаемых ПСБ, показал, что траты россиян с 19 по 25 сентября относительно предыдущей недели сократились на 5%.
Ранее, в первой половине сентября наблюдался активный рост потребления на фоне начала учебного года и окончания дорогих 6-месячных вкладов, открытых в марте по высоким ставкам. На текущий момент эффект от данных факторов оказался исчерпан.
Кроме того, в условиях высокой неопределенности потребители, скорее всего, приняли решение сократить часть трат. На этом фоне просадка в потреблении наблюдалась практически по всему спектру категорий.
Ожидаем, что в ближайшие недели у населения будет преобладать сберегательная модель поведения.
@macroresearch
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