Economic and Investment Outlook slide image

Economic and Investment Outlook

Index, Q4 2019 = 100 Real spending growing better than expected Consumption revised upwards significantly in 2021 and 2022 130 120 110 High-inflation environment hampering real consumption but still up 10% on pre-pandemic levels Higher frequency data still show elevated nominal spending growth partly due to impact of inflation* 2 100 90 80 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2019 2020 2021 2022 Nominal Personal Consumption Real Personal Consumption Gníomhaireacht Bainistíochta an Chisteáin Náisiúnta National Treasury Management Agency EUR bn, 3mmma, y-o-y, billion L 0 L T I 2023 M S 2018 M S 2019 Source: CSO I I I . I 1 I M S 2020 MS 2021 S 2022 2023 Retail Services Social | Other Source: Central Bank of Ireland * CBI spending data is nominal data and not seasonally adjusted. RHS chart shows card data. Growth of card spending is influenced by increased digitalisation of spending habits over last decade. 15
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