Tag
Consumer Sentiment
3 articles
UMich Sentiment Sinks to 46.3 as 5-10 Year Inflation Expectations Rise to 3.5%
Consumer sentiment fell below expectations while long-term inflation expectations climbed, signaling de-anchoring risks that could keep the Fed restrictive longer
Consumer Sentiment Collapses to 47.8; 12-Month Inflation Bets Surge to 4.6%
University of Michigan index drops 7.5% as gasoline prices and trade tensions push near-term inflation expectations to highest level since February, pressuring short-end yields

Wall Street Underprices Consumer Strength Amidst Sentiment Divergence: Target Discretionary Plays
Despite robust economic data and a soaring S&P 500, pervasive consumer pessimism presents a contrarian opportunity in key discretionary sectors.