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Small businesses say Trump tariffs are hurting consumers—here's what is getting more expensive
Fortune· 2025-12-15 20:05
NEW YORK (AP) — The Ah Louis Store in San Luis Obispo, California, turns into a winter wonderland every holiday season.Green garlands, giant nutcrackers, baubles and bows go up in early November on the historic downtown building that houses the gift shop. Inside, customers can choose from over 500 different types of ornaments and a variety of holiday gift baskets.“We really just make it a magical spot,” co-owner Emily Butler said. “Whether you come in or not, we want to make sure that we’re spreading that h ...
Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
CNBC Television· 2025-12-12 19:46
Let's talk about all of it now with John Lavalo. He's home builders and building product analysts at UBS. Appreciate you being here, John.And a much different and much harder story for the builders than a few years ago when they were trading. Let's not forget at like four times earnings. So, what happens now.Did the changing shifting dynamics in the market to a buyer market help them on the margin at all or they just is it just going to be tough into next year. >> No, look, actually, we think 2026 is going ...
Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
Youtube· 2025-12-12 19:46
Let's talk about all of it now with John Lavalo. He's home builders and building product analysts at UBS. Appreciate you being here, John.And a much different and much harder story for the builders than a few years ago when they were trading. Let's not forget at like four times earnings. So, what happens now.Did the changing shifting dynamics in the market to a buyer market help them on the margin at all or they just is it just going to be tough into next year. >> No, look, actually, we think 2026 is going ...
X @Bloomberg
Bloomberg· 2025-12-09 00:36
Black Friday discounts failed to prevent a slowdown in UK retail sales as the Labour government’s budget damaged consumer confidence, according to a report by the British Retail Consortium https://t.co/oKtDqkUPb6 ...
Real Estate Market Data Shows How Economic Conditions, Including the K-Shaped Economy, Are Impacting Housing
Globenewswire· 2025-12-08 17:01
LAS VEGAS, NV, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Real estate is driven by a variety of factors, including both macro-economic conditions and seasonal variability, not to mention the more unpredictable drivers of supply and demand. In her new market report https://www.lasvegashomesbyleslie.com/blog/las-vegas-fall-2025-real-estate-market-part-1.html, award-winning Las Vegas real estate agent Leslie Hoke of Las Vegas Homes By Leslie - RE/MAX United Realtor examines the early-Autumn 2025 Las Vegas real estate ...
US Consumer Confidence Rises, Inflation Still a Worry
Youtube· 2025-12-05 16:40
Economic Sentiment and Consumer Confidence - Consumer confidence is showing slight improvement, with inflation expectations decreasing compared to previous readings [1][2] - Although overall sentiment has increased, it remains at historically low levels [2] - Consumers are feeling some relief regarding inflation but are still cautious about the economy [3] Spending Behavior and Economic Conditions - Historically, consumer confidence correlates with spending; when confidence is low, spending tends to decrease [5] - In 2022, despite low confidence, consumers were willing to spend due to strong labor markets and income stability [5] - Currently, consumers report weakening labor markets, leading to less willingness to spend, particularly among middle and lower-income groups [6][8] Income Distribution and Spending Patterns - High-income consumers with stable incomes and significant stock portfolios are more likely to continue spending [8] - Consumers with smaller portfolios or job insecurity are more cautious and focused on value when making spending decisions [8] - The distribution of income and wealth is highly skewed, with high-income individuals contributing significantly to aggregate spending [9][10]
US Consumer Confidence Rises, Inflation Still a Worry
Bloomberg Television· 2025-12-05 16:40
YOU CAN GET MICHAEL'S WORK ON THE BLOOMBERG TERMINAL. LET'S TALK ABOUT THE CONFIDENCE NUMBERS. JOANNA HSU JOINS US FROM THE UNIVERSITY OF MICHIGAN WHERE SHE IS THE DIRECTOR OF SURVEYS OF CONSUMERS.THIS ONE LOOKS PARTICULARLY GOOD, JOANNA. INFLATION EXPECTATIONS ARE LOWER THAN THE SURVEY AND LOWER THAN THE PREVIOUS READINGS. JOANNA: WE ARE SEEING SOME IMPROVEMENT FROM NOVEMBER.I THINK THE INFLATION EXPECTATIONS NUMBERS ARE DEFINITELY MOVING IN A FAVORABLE DIRECTION BOTH IN THE SHORT RUN AND LONG-RUN. THAT IS ...
X @Bloomberg
Bloomberg· 2025-12-04 00:50
Australia’s household spending handily surpassed expectations in October, suggesting consumers are gaining confidence following interest-rate cuts earlier this year https://t.co/TnqOoSFrXA ...
X @Bloomberg
Bloomberg· 2025-12-02 10:51
China could turn to mortgage subsidies to revive its housing market, Morgan Stanley said, estimating that Beijing may need to spend about 400 billion yuan a year to lift battered consumer confidence https://t.co/doiufLDsM2 ...
Consumers may not be feeling as ‘rosy’ as the economy appears to be - National
Global News· 2025-11-28 20:49
Economic Overview - Canada's GDP increased in September, allowing the country to avoid a technical recession despite ongoing trade war and tariff uncertainties [2][8] - The unemployment rate fell slightly in October, marking the first drop in three months, but remains around 7%, the highest in four years [3][8] Consumer Behavior - Average household spending per capita fell by 0.2% from July to September, with 41% of Canadians planning to spend less during the holidays compared to last year [5][10] - Consumer confidence has been at historic lows throughout the year, reflecting concerns about the overall economy and job market [2][8] Price Trends - The Consumer Price Index for October showed an average price increase of 2.2% compared to the same period in 2022, with food prices rising by 3.4% [7][8] - Despite some positive economic indicators, consumers are facing higher prices than the previous year, leading to increased precautionary savings [9][10] Economic Sentiment - Experts suggest that while macroeconomic indicators may show growth, individual experiences can vary significantly, with many feeling economically strained [6][11] - The Bank of Canada noted the cautious consumer sentiment, attributing it to concerns about job security and economic stability [10][11]