Independent thinking for complex markets and current events
“Consumer spending is strong” Well, you see, they’re not actually PAYING… — Amy Nixon (@texasrunnerDFW) May 19, 2025 Nails it: The consumer is tapped out: Like more so than any period in history Anyone got some answers? pic.twitter.com/C53VyxwSxY — QE Infinity (@StealthQE4) May 20, 2025 Consumer sentiment on employment at weakest level since 2008 per …
I read about this yesterday. So companies are essentially eating these tariffs because they can’t pass the cost onto the consumer anymore. They are tapped out. Can’t wait to see earnings next quarter 💀 https://t.co/Vi0ML0ILAZ — QE Infinity (@StealthQE4) May 16, 2025 Downward earnings revisions suggest that the #Fed should be cutting #rates.h/t @thedailyshot pic.twitter.com/oNAcrnnpov …
The Middle Class consumer is tapped out: pic.twitter.com/hfQCJRaSWd — QE Infinity (@StealthQE4) May 4, 2025 Dow Jones 2008 process overlay update. It's probably nothin. https://t.co/ReUIuxGxHb pic.twitter.com/Nkvs8wygjv — The Great Martis (@great_martis) May 4, 2025
Households are leaning hard on debt just to stay afloat. Total consumer credit stood at over $5 trillion in Feb. 2025 — a nearly $1 trillion jump since the Covid-19 pandemic — while the personal savings rate has dropped to barely 2.5%, among the lowest levels outside of historic recessions. This isn’t just headline noise; …
Back in March, the consensus mkt narrative was that business spending (advertising and corporate travel) was weakening first, while consumers were holding firm. But on earnings, we’re actually seeing B2Bs (esp the B2B Mag 7s) outperform, while consumer names are struggling… — Mr. VIX (@yieldsearcher) May 1, 2025 Couples are cutting wedding budgets and delaying …
Bullish! https://t.co/60XMDdvb6s — QE Infinity (@StealthQE4) April 29, 2025 Americans’ confidence in the economy slumped for the fifth straight month to the lowest level since the onset of the COVID-19 pandemic as anxiety over the impact of tariffs takes a heavy toll. The Conference Board said Tuesday that its consumer confidence index fell 7.9 points …
BNPL: do you love it or hate it? 41% of users missed payments in the past year (LendingTree 2025), and with credit cards at 11.35% delinquency (Fed), it’s a lifeline for some, a nightmare for others. Now BNPL is being reported to credit reports. YIKES! 200K+ of you felt very… — Amanda Goodall (@thejobchick) April …
US consumers are getting even more pessimistic about the stock market: A record 12% of Americans see no chance that stocks will increase over the next 12 months, according to a UMich survey. This percentage has tripled over the last 2 months. It has also surpassed previous peaks seen near 2022, 2009, and 2022 market …
🇺🇸 AMERICANS THINK THE ECONOMY IS A FLAMING DUMPSTER People are freaking out—for the fourth month in a row—because everything feels like it’s getting worse, not better. Blame the T-word: tariffs. They mess with prices, and now folks are scared their paychecks won’t keep up with… https://t.co/siOu6uomud pic.twitter.com/3HZyOZ9vEg — Mario Nawfal (@MarioNawfal) April 25, 2025 …
Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn’t seen since the worst months of 2009. If that wasn’t enough, both consumer and producer price indexes for March declined into deflation…in spite of tariffs.
Source : https://www.sca.isr.umich.edu/
Consumer Sentiment continues its slide. Meanwhile, consumers now expecting inflation to top 6.7% pic.twitter.com/8ZaheWURXq — Jack Jernigan (@JackJernigan1) April 11, 2025 Consumer sentiment plunged 11% this month to a preliminary reading of 50.8, the University of Michigan said in its latest survey released Friday, the second-lowest reading on records going back to 1952. April’s reading …
by Mike Maharrey There is growing evidence that Americans may be edging close to the credit limit. That’s bad news for an economy that has run on credit cards for the last few years and adds to worries that the U.S. could be barreling toward a recession. After slowing in January, consumer borrowing crashed in …
by Mike Shedlock Economists expected a $15.0 billion rise in consumer credit. The Fed reported -$0.8 billion. The Bloomberg Econoday consensus outlook “Expected up another strong $15.0 billion in February after rising by $18.1 billion in January.” January was revised from $18.1 billion to $8.9 billion. That’s a net miss of $25 billion. Real Consumer …
Whirlpool Corp. has announced it is letting go of 651 workers from its manufacturing facility in Amana, effective June 1, in the largest single Iowa layoff since Tyson Foods last spring shut down its 1,200-worker pork plant in Perry. A statement from Whirlpool blamed the layoffs on reduced consumer demand, primarily refrigeration units. “This is …
Summary: The University of Michigan’s final report shows five-year inflation expectations jumped to 4.1% in March, the highest since February 1993. Consumer sentiment plunged 12% from February, reaching its weakest level since November 2022. Two-thirds of respondents expect unemployment to increase over the next year. Major U.S. equity indices dropped sharply following the release, with …
Layoffs spiking byu/Easy-Markets inEconomyCharts Consumer Confidence outlook plunged to a reading of 65.2, the lowest level in 12 years. An 80 has historically signaled a recession ahead byu/RobertBartus inEconomyCharts Seriously? Retail traders plough $67bn into US stocks while investment giants flee
The latest data show that Americans are taking an increasingly grim view of the U.S. economy and their own financial outlooks as uncertainty from the Trump administration’s tariff hikes and other policy changes drags on. The Conference Board’s consumer confidence index fell for the fourth consecutive month, dropping 7.2 points to a reading of 92.9 …
I asked @grok to categorize your sentiments over the last 5 weeks. So should we expect @menlobear to be on the same page this week? pic.twitter.com/PGUzrv5K4N — Michael Wray (@MichaelWrayJr) March 21, 2025 Recession indicators — Trading 4or Life (@trading4orlife) March 21, 2025
For the record, Chinese economy has many problems but high rate of default for consumer / personal loans is NOT one of them. Just look at how low the NPL ratio is for Bank of China's personal loans (lower than literally every other category save for "financial services") pic.twitter.com/c4YHS6Ypbk — Jack Farley (@JackFarley96) March 19, …
Wal-Mart: The consumer is fucked pic.twitter.com/HerLGgDTgf — Darth Powell (@VladTheInflator) March 13, 2025 U.S. Credit Card Debt hits new all-time high of $1.21 Trillion 🚨 Congrats everyone, we did it 🥳🍾🫂 pic.twitter.com/v4QNbaKh2q — Barchart (@Barchart) March 12, 2025
Revolving debt, which mostly includes credit card balances, jumped 8.2% in January, according to the Federal Reserve’s latest consumer credit report. Altogether, consumer debt, including student loans, auto loans and credit card debt, now stands at $5 trillion. Higher prices driven by tariffs could stretch household budgets even more in the months ahead, experts say. …
In Canada, bankruptcies, consumer proposals, and insolvencies are at a 5-year high. 📢 🇨🇦 Consumer Insolvencies Just Hit A 2009-Level Surge If this is a "strong" economy, what happens in a downturn? Why is this a massive warning sign for 🇨🇦 consumers & real estate. 🧵 pic.twitter.com/9T64MjMXLj — Shazi (@ShaziGoalie) February 17, 2025 https://twitter.com/ShaziGoalie/status/1891536438933561782
The more you dig into the Consumer Financial Protection Bureau (CFPB), the clearer it becomes: this was never about protecting consumers. It was about creating a slush fund for the left, a financial pipeline disguised as “oversight” that funneled money straight into the pockets of activist groups. Think about this: The CFPB collects fines from …
Wow. Notable drop in consumer sentiment in February. American consumers do not like tariffs. "About one-third of consumers spontaneously mentioned tariffs, up from 27% last month and less than 2% prior to the election." "This is only the fifth time in 14 years we have seen such… pic.twitter.com/SpjN6uanoX — Heather Long (@byHeatherLong) February 7, 2025 …
Elon Musk’s DOGE team entered the Consumer Financial Protection Bureau headquarters on Friday – and staffers are pissed off! “Elon Musk’s team on Friday entered the headquarters of the Consumer Financial Protection Bureau on Friday, sources tell us,” Politico reported. According to Politico, at least 3 of Elon Musk’s DOGE workers are now “senior advisors” …
Microsoft is adding artificial intelligence tools to its consumer Microsoft 365 bundle and bumping up the price for the first time since introducing subscriptions 12 years ago. In a blog post Thursday, Microsoft said it’s bringing its Copilot AI assistant into the Word, Excel, PowerPoint, Outlook and OneNote applications for consumers who have the Microsoft …
