From Migration to Medicaid: How Demographics & Policy Reshape Consumer Spending

From birth rates to immigration waves, population shifts are transforming the consumer environment in real time. Add in the evolving role of government benefits and policy, and the ripple effects on 2026 consumer spending, labor, and demand are impossible to ignore.

Join Cleveland Research Company on Thursday, October 9 at 12:00 pm ET when we explore how today’s macroeconomic forces may alter 2026 consumer spending and business opportunities.

Skylar Xie, Director of Macro Research, will break down:

Population Trends: Births, immigration, and labor supply dynamics.
Migration Patterns: Regional shifts in where people live and work.
OBBB Impact: Consumer expectations for income, benefits, and spending.
Business Outlook: Projections for sales, demand, and regional opportunities.

This discussion will help you cut through the noise and focus on the trends that matter most for year-end planning.

Registrants will receive the slide deck and audio replay following the call.

About the Presenter

Skylar Xie, CFA

Director, Macro Research

Cleveland Research Company

Skylar is the Director of Macro Research at Cleveland Research Company. She was one of the founders of CRC’s Macro Insights, connecting the dots between CRC’s bottoms-up channel research and top-down economic data.

Skylar holds a Bachelor’s Degree in Economics from Beijing Jiaotong University in Beijing, China. She also holds a Master of Science in Finance and graduated with Dean’s Academic Reward from Case Western Reserve University in Cleveland, Ohio. In May 2021, Skylar received her MBA from the Wharton Business School in Philadelphia, PA and is a CFA® charterholder.