According to recent economic reports, US consumer confidence is soaring, but it depends who you ask. Based on the latest Evercore ISI survey, while there has indeed been a post-election spike in US consumer sentiment, it is mostly confined to states that supported Trump in the Presidential election, leading to the observation that "Post-Election Confidence Lifting Christmas Tree Sales In Trump States."

What is the basis for this assessment: "looking at our data and grouping our tree sellers by whether they operate in a state won by Trump or Clinton, we see Trump states clearly stronger this year while Clinton states are seeing slower Christmas tree sales than in 2015. Overall Christmas Tree sales results in our survey suggest a strong year in 2016."

But the biggest winner from this newfound resurgence of Christrmas tree sales, is not to be found in the US? According to Goldman, the true winner is... China:

The US Census Bureau estimates that $1.1 billion worth of Christmas tree ornaments and $346 million of Christmas tree lights were imported from China between January and September 2016. China accounted for 92% of the total US ornament imports and 87% of the total US tree light imports.

Below are some other "trivial" observations on US holiday spending: