The signs of improvement we picked up in November have snowballed into an explosive surge in consumer spending, according to ChangeWave's December survey of 2,708 U.S. consumers.

The December 2-13 survey shows two retailers enjoying their best holiday seasons ever. And a host of other major retailers are seeing their highest consumer spending levels of the past two years.

The December survey has also picked up another increase in consumer sentiment and expectations, for the third consecutive month of solid gains.

Report details include:

• Changes in Overall U.S. Consumer Spending
• A Comparison: Consumer Spending Behavioral Forecasts – Past 3 Years
• Consumer Spending on Electronics, Household Repairs, Travel/Vacation, Restaurants, Autos and other categories
• Next 90-day spending projections for several major retailers including Amazon (AMZN), Apple (AAPL), Bed, Bath and Beyond (BBBY), Best Buy (BBY), Costco (COST), JC Penney (JCP), Macys (M), Nordstrom (JWN), Target (TGT) and Wal-Mart (WMT)
• Leading Online Shopping and Home Entertainment Retailers
• Changes in Consumer Sentiment and Expectations
• Changes in Consumer Confidence in the Stock Market
• Consumer Satisfaction with Personal Finances and Job Security
• Impact of the Economy on Investors – including Money Inflows and Outflows

Companies in the Report:

AMAZON (AMZN), APPLE (AAPL), BED BATH & BEYOND (BBBY), BEST BUY (BBY), COSTCO (COST), J.C. PENNEY (JCP), MACY'S (M), NORDSTROM (JWN), TARGET (TGT), WAL-MART (WMT)

The complete Consumer Spending Report is available here.