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Tag

consumer sentiment

2 articles

Macro & Rates12d ago

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

U.S. Equities152d ago

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.