US consumer demand is its strongest since spring 2010, according to data published by the Institute for Business Cycle Analyses. The data has seen continual improvement to a positive trend that developed since May to June 2013.
Despite a four year period of weakness, the monthly and three-month moving average index for food and other grocery items are at or above the levels of early 2008.
The index for clothing and footwear rose from -13.7 to August in -11.4 in September. Compare that to the -20.8 figure the index stood at in September last year.
Durable goods are one area that haven't seen a huge deal of improvement last year, but there's still good news in the more recent data. The three month average is at 62.2 in September, from 59.4 in August.