MacroMonitor

MacroMonitor — a continuous annual household survey of US consumer financial behaviour and attitudes, positioned as the largest single-source study of its kind and grossed up to represent ~130 million US households. Delivered as respondent-level micro-data plus derived segment and trend layers: coverage of every retail financial product (deposit, credit, investment, insurance, mortgage), brand and channel preferences, purchasing and pricing behaviour, cross-product holding patterns, attitudes and financial-wellbeing measures, and triggers around 39 tracked major life events, with annual waves comparable back 40 years.

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Coverage

Universe, instruments and categories.

Industry: Research & Consulting ServicesConsumer FinanceLife & Health Insurance
Instruments: equities
Categories: AlternativeSentimentFundamental
Regions: US
Sample tickers: JPMBACAXPCOFPRUMETALLTFC

Dataset card

Type: not stated
Format: Structured tabular survey micro-data (one record per responding household, coded attitudinal, behavioural, demographic and product-holding variables) supplied under licence as data files or through a hosted analytics/consulting layer, with published trend series above it
Volume: Est. ~1-1.6 million responding-household records cumulatively (roughly 25-40K respondents per annual wave across ~40 annual waves), each carrying several hundred to over a thousand coded variables — so tens to low hundreds of millions of coded observations across the archive. Substantial per-respondent depth rather than raw record volume.
Users: N/A as a registered-user product — this is a licensed research study, not an account-based platform. The relevant population is the responding sample: est. ~25,000-40,000 responding households per annual wave (inferred from its standing as the largest single-source US financial-services survey, which historically runs in that range). Note the headline 130 million figure is the represented grossed-up household population, NOT the number of respondents — do not treat it as sample size.
History: 40 years
Update frequency: not stated
Growth: Mature — a 40-year continuous annual wave whose methodology is marketed as long-refined rather than expanding, at a ~210-employee private-equity-owned research group. Value is in archive continuity and comparability, not growth; expect steady-state fielding with modernisation of collection mode rather than panel expansion.
Launched: ~1985-1986 (derived arithmetically from the site's claim of trend data "going back 40 years" measured against the current edition; consistent with MacroMonitor's long standing as a legacy US financial-services study)
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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