Consumer confidence falls to new low.

🇺🇸 U.S. Consumer sentiment falls to lowest reading on record pic.twitter.com/yHT0zCSdNI — Hedgeye (@Hedgeye) May 8, 2026 Consumer sentiment falls to fresh record low in May as surging gas prices hit outlook Surging gas prices due to the Iran war …

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Consumer confidence edges up despite $100 oil

Conference Board: Index inches higher to 92.8 as labor market offsets gas pain… Present Situation Index retreats as consumers feel the Middle East “pincushion”… Inflation expectations surge to 4.7% as war shocks hit the household pocketbook… Economists: “Resilience is thin” …

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Consumer pessimism at current levels last showed up during recessions like 2008 and the early 1980s. The gap between sentiment and economic data also looks like a typical pre-recession signal.

American consumers have NEVER been this pessimistic about the economy: The University of Michigan Consumer Sentiment Index fell to 49.8 in April, the lowest reading EVER in over 70 years of polling, with declines occurring across all income levels, ages, …

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Inflation ripping higher while real spending collapses is the exact combination that breaks markets and no amount of AI fairy dust changes that math. SPY has just officially topped?

Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …

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Brits must brace for energy RATIONING. Aussies told to brace for ‘Covid 2.0’ price shock. Trucking leaders across America warn Iran war diesel surge could drive widespread consumer price increases. Diesel gas prices hit $5 a gallon

Brits must brace for energy RATIONING as Middle East chaos causes shortages, ex-No10 expert warns https://t.co/wcNsfx6Ee3 — Daily Mail (@DailyMail) March 16, 2026 Brits were today warned they must brace for energy rationing as the Middle East crisis continues. Former …

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Household financial stress accelerates nationwide – 4.8% of all US household debt is now delinquent, the highest rate in nearly a decade. consumer bankruptcies surge 11%.

Nearly half of Americans in a new WalletHub survey said their household can’t manage more debt, while more than one-third said they expect to have higher balances by the end of 2026. Fifty-three percent of households said the struggle the …

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Insanity: U.S. consumer sentiment has collapsed to Great Financial Crisis levels, and the economy now relies on older Americans more than ever.

This is insane The US economy is now reliant on older Americans more than ever before pic.twitter.com/PE0U2wf7sI — Cheddar Flow (@CheddarFlow) February 20, 2026 US Consumer Sentiment collapses to levels not seen since the Great Financial Crisis pic.twitter.com/kMt4jDRY50 — Darth …

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Western Digital says 2026 HDD capacity 100% sold out, hyperscaler AI data center cloud 89% of revenue, consumer 5%, long term deals to 2028

Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the …

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Wall Street’s AI darlings hit funding wall after lenders tighten and long term yields surge. Eerie repeat of 2000 and 2007 as consumer discretionary stocks sink for months while S&P hits new highs classic pre crash setup returns

Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people …

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ADP headline hides a weakening labor market. UPS and Amazon just erased 46,000 high paying delivery jobs in 24 hours. Low income households barely growing this year. Overall slowdown in consumer. Stocks at all-time highs

ADP National Employment Report And What the Headline Misses About Today’s Labor Market ADP says private employers added 41,000 jobs in December, framing it as a rebound. But when you slow down and look at where those jobs came from, …

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