consumer
Nasdaq hits biggest earnings week of the quarter, Tesla and Netflix miss, analysts warn AI layoffs could shake consumer spending
This week could become a storm of unprecedented volatility, with over 30% of $QQQ components reporting earnings while investors wrestle with record-high margin leverage and frenzied options activity. AI-driven layoffs threaten to ripple across industries in ways rarely seen before, potentially crippling discretionary demand in tech-adjacent sectors like cloud infrastructure, software subscriptions, and digital media. …
Beth Ford warns of looming black swan in U.S. agriculture, labor shortage + rising consumer anxiety could send food prices soaring
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American labor [but] are struggling to do so. They absolutely need labor, and if they don’t …
Consumer Debt Flatlined Again in August Signaling Financial Stress
by Mike Maharrey After unexpectedly surging in July, consumer debt returned to its previous trend and flatlined again in August, signaling growing financial stress on American households. The growth of revolving debt, primarily reflecting credit card debt, has been slowing all year. It contracted in May and June, after a one-off surge in April, before …
Consumer Sentiment Edges Lower in October, Inflation Expectations 4.6 Percent
Authored by Mike Shedlock via mishtalk, Consumer Sentiment as measured by University of Michigan drops slightly. University of Michigan Consumer Sentiment Please consider the Preliminary University of Michigan Sentiment Report for October. Overall, consumers perceive very few changes in the outlook for the economy from last month. Pocketbook issues like high prices and weakening job prospects remain …
Consumer Credit Growth Stalls, Inflation-Adjusted Credit Declines
Authored by Mike Shedlock via mishtalk, Consumer credit is weak in nominal terms and negative in real terms. Nominal Consumer Credit, Data from the Fed, Chart by Mish Nominal consumer credit has started to flatline. In real terms, credit is declining. Real Consumer Credit in Billions of Dollars Real Consumer Credit Data from the Fed, …
Top 10% control almost half of consumer spending, middle class is fading fast
pic.twitter.com/pVKDFKqntq — no pullbacks in inflation (@no_pullbacks) September 17, 2025 and then there's this forthcoming problem pic.twitter.com/gL79bspbz7 — Scott Tindle (@scott_tindle) September 17, 2025
Consumer Sentiment Sours in September, Inflation Expectations Rise
Authored by Mike Shedlock via mishtalk, Sentiment downturn strong in lower- and middle-income levels. University of Michigan Sentiment Index, chart by Mish Please consider the University of Michigan Preliminary Sentiment Results for September 2025. Consumer sentiment moved down less than three index points in early September. This month’s easing in economic views was particularly strong among lower and …
Lululemon’s collapse is more than a bad quarter, it’s a warning about the entire consumer economy.
LULU down 12% after slashing forecasts, consumer is on life support. yoga sales down pic.twitter.com/6cRakP8JiV — Swingtrader (@Swingtrader) September 4, 2025 Lululemon's comp sales have deteriorated! From the CEO: "We have become too predictable within our casual offerings and missed opportunities to create new trends."$LULU pic.twitter.com/b1jYSOCArV — Patient Investor (@patientinvestor) September 4, 2025 LET THE …
Shiller PE near 40, Buffett indicator at 200 percent of GDP, and tariffs choke margins while consumer demand stalls
If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher than any other down turn in US history Report link: https://t.co/pxYDtGgI1a pic.twitter.com/z0oWH6yzhp — The Coastal …
Another sign the consumer is tapped out.
$TGT REKT pre market as the company lowers guidance and misses earnings. The CEO also stepped down. Another sign the consumer is tapped out. pic.twitter.com/I9ffPKV0zf — QE Infinity (@StealthQE4) August 20, 2025
US bankruptcies are surging past 2020 pandemic levels. Small companies can’t handle the tariffs. Consumer in tatters.
US bankruptcies are surging past 2020 pandemic levels, per Business Insider. What's going on? byu/AlphaFlipper inDegenBets In Wake of Trump Tariffs, John Deere Announces Mass Layoffs John Deere has been hit hard by President Donald Trump’s tariffs. The farm equipment manufacturer and industry bellwether just announced mass layoffs affecting more than 200 workers at three …
Consumer Confidence is at Crisis Levels
Consumer sentiment ≠ vibes. It’s a monthly national survey that translates household feelings into a number (1966=100). It tracks how secure Americans feel about finances, the economy, and buying conditions. Since consumer spending drives ~70% of GDP, these feelings matter. — StockMarket.News (@_Investinq) August 18, 2025 The August report was brutal: • Index fell to …
Consumer Borrowing Continues to Sag Signaling Economic Pain on Main Street
via Mike Maharrey For the second straight month, consumer borrowing was weak, indicating Americans might be close to their credit limits. Over the last several months, credit card spending has dropped, signaling that Americans may be running out of borrowing power. This is bad news for an economy that depends on consumers buying stuff to …
These Cars Will BANKRUPT You — Consumer Reports Reveals the WORST Vehicles of 2025!
Chevrolet Blazer: Lincoln Aviator: Volvo XC60: Rivian R1T: Polestar 2: Ford Bronco: Jeep Wrangler: Nissan Frontier: Mitsubishi Mirage: begin 2:35 h/t TIO JUAN
Schumer calls Trump’s tariffs dishonest chaos. No counter-policy offered before August 1 rollout.
Chuck Schumer criticized Trump’s August 1 tariff order but did not offer any policy alternative. “All Talk, No Substance”: Schumer torches Trump’s tariffs as August 1 deadline hits https://www.politico.com/news/2025/07/30/trump-tariff-deadline-august-1-00483122 He called the new duties “an experiment in chaos, dishonesty and inflation” https://www.theguardian.com/us-news/live/2025/jul/31/donald-trump-tariffs-trade-canada-palestine-us-politics-live-news-updates Trump’s order levies 40% tariffs on transshipped goods and 10% on goods from …
Franchise pizza restaurant sales collapsing. Historically, the cheap “go to” meal for Americans. Not anymore.
The pizza business is a great way to measure the real economy because it shows us what real people can afford and cannot afford or are choosing to spend their money on right now. And it’s a huge indicator of where the economy is headed. Pizza sales across the board both takeout and delivery and …
Amazon Prime Day spending down 10% to 15%. Consumer sentiment still in the gutter. Bezos sells $665.9M in stock.
Initial sales data from Amazon Prime Day is flashing a warning light. Early spending figures show a decline between 10% and 15% compared to last year’s event. This comes despite an expanded promotional window and aggressive markdowns across nearly every product category. Adobe’s projected $23.8 billion sales forecast now looks optimistic. What was meant to …
Consumer imports collapse 36% as Americans pull back and tariffs bite into a weakening economy
Tariffs hit at wrong time in the cycle. See that plunge in Consumer Goods Imports (-36.2% so far)? 👇🏼 Again, you can’t have inflation when consumers are tapped out. If this tariff nonsense were happening at the beginning or middle of the economic cycle, this chart would look different. pic.twitter.com/N6Pi9ZpV8t — Kalani o Māui (@MauiBoyMacro) …
CEOs are laying off workers for AI while 70% of the economy depends on consumer spending. Trump’s BBB would block states from regulating AI for 10 years.
Corporate America is shedding labor under the banner of automation. Artificial intelligence is no longer a future forecast. It is a current expense reduction strategy. Major companies are laying off thousands, citing AI integration and operational streamlining as justification. The shift is sharp. The fallout is measurable. Who the fuck do they think is going …
Consumer Confidence is in the gutter.
Colour me “surprised”😉 Consumer Confidence is in the gutter. Rates are devastating high. Tell me again how Powell can miss this🤦♂️ https://t.co/isllhfTr7z — Henrik Zeberg (@HenrikZeberg) June 17, 2025 This looks bad. I think this is bad. Is this bad? https://t.co/e8QjNS6HGA — Kalani o Māui (@MauiBoyMacro) June 17, 2025
Consumer debt hits $5.01 trillion, with credit card balances surging 7%. High APRs and impulse spending fuel financial strain.
Consumers are out of savings. APRIL 2025: – Consumer credit hit $17.9B (Fed expected $11.4B)– Credit card debt increased 7%– Total balances hit a record $5.01T (yes, with a T, y’all) Ummm… hello? This is crisis management at 25% APR. – 35% used credit for impulse buys-… — Amanda Goodall (@thejobchick) June 8, 2025 Auto …
Further signs the consumer is tapped out
This is factual and it’s why a lot of lenders have scaled back and become more selective. Subprime customers are essentially priced out of the market — Mike C (@GiantsMC66) June 7, 2025 This is the first year in a LONG time I didn't raise rent on any rental units. The consumer is tapped out …
Tariffs now acting like massive tax hike, 17.5% blended rate begins crushing consumer, business margins; Nearly 160 companies will lay off employees throughout June
After months of speculation about what duties will be implemented, we are finally starting to fully see the impact of tariff policies in the government cashflows data. Today the blended rate stands at around ~17.5%. pic.twitter.com/94MZRJOiFj — Bob Elliott (@BobEUnlimited) June 2, 2025 The treasury daily statement gives insight into the duties collected in pretty …
Texas Gives MASSIVE Warning Of Consumer Behavior
Texas Just Sent a Warning Shot to the Rest of the U.S. Economy Consumer spending in Texas has collapsed, and the data from the Dallas Fed is worse than anyone expected. Retail sales activity fell off a cliff in May, hitting levels not seen since April 2020. Inventories are piling up, work hours are being …
Consumer confidence crashes below 2008 crisis lows, stocks cling to record highs despite bleak sentiment
2/ The S&P 500 just broke above its 200-day moving average – one of the market’s most important resistance levels Investors are celebrating a temporary trade deal between the US and China, hoping it leads to a broader agreement But consumer sentiment is telling a different… pic.twitter.com/VEzmH0Wuyy — Bravos Research (@bravosresearch) May 28, 2025 4/ …
Consumer debt crisis worsens, delinquencies rise across mortgages, credit cards, and student loans
The latest data from the Federal Reserve Bank of New York reveals a troubling trend, borrowers are falling behind on payments at an accelerating rate. This is not just a temporary setback. It is a clear sign that financial stress is mounting for millions of Americans. Mortgage delinquencies climbed from 0.70 percent in Q4 2024 …
U.S. consumer confidence surges, beating forecasts by double digits — but buy now, pay later firms report rising delinquencies.
BREAKING: US Consumer Confidence surges, exceeding expert predictions by double digits. pic.twitter.com/4mr4RdKGpq — Election Wizard (@ElectionWiz) May 27, 2025 Consumer Confidence 98.0, Exp. 87.1, Last 85.7 UMich's Marxism department: pic.twitter.com/YUTqms0uGT — zerohedge (@zerohedge) May 27, 2025 But now pay later firms reports customers are not paying back their loans. LOL — tic toc (@TicTocTick) May …
Consumer fear of job losses hits highest since 2008, survey signals historic warning for labor market
JUST IN: 67% of US consumers now expect higher unemployment over the next 12 months, the highest since 2008. This percentage has more than doubled over the last 5 months. Currently, more Americans anticipate higher unemployment than during the 1981-82, 1990-1991, and 2001… pic.twitter.com/oAw2AOUJ6w — The Kobeissi Letter (@KobeissiLetter) May 26, 2025 The best leading …