Overall consumer spending remains robust, with U.S. retail sales rebounding in February and March. This bodes well for payment network giants Visa and Mastercard, who are expected to report solid earnings growth for their latest quarters. Visa is projected to post non-GAAP EPS of $2.43 in Q2 of its fiscal 2024, while Mastercard is anticipated to report adjusted EPS of $3.24 in Q1.