French consumer confidence remained weak in September, reflecting heightened uncertainty after a second government collapse in less than a year https://t.co/i0Iz4HClt8 ...

South Korea’s consumer confidence dropped for the first time since March, as concerns over higher US tariffs on the export-dependent economy and persistent weakness in construction weighed on sentiment, the central bank said https://t.co/Y3eUOH7SuN ...

Core Insights - U.S. workers are increasingly worried about their financial health, with only 47% of full-time workers feeling economically secure, a decline from 52% at the beginning of 2025 [1] Group 1: Financial Concerns - Nearly half of respondents (45%) have no emergency savings, and 85% carry some form of personal debt, including credit card debt [2] - 33% of respondents lack confidence in their retirement preparedness [2] Group 2: Economic Indicators - The U.S. annual inflation rate was steady at 2.7% in July 2025, above the Federal Reserve's 2% target but significantly lower than the double-digit inflation of the early 1980s [5][4] - The Consumer Price Index rose by just 0.2% from the previous month [5] - Gas prices averaged $3.20 per gallon in September, a slight increase from the previous month but marginally lower than the average a year ago [6] Group 3: Debt Levels - Household debt reached an all-time high of $18.2 trillion this year, with 45% of Americans carrying credit card debt [7]

Economic Sentiment and Inflation - The University of Michigan sentiment index shows a preliminary reading of 55.4%, which is lower than expected and the lowest since May [2][3] - Consumer confidence has weakened, with the current conditions index also showing a decline, marking the lowest level since May [2][3] - Inflation expectations remain at 4.8%, the highest level since June, despite a previous peak of 6.6% in May [3][4] Long-term Inflation Outlook - The five to ten-year inflation outlook is at 3.9%, which is higher than expected and reflects a significant increase from earlier in the year [3][4] - The long-term market has not shown much movement below 4%, indicating a potential resistance level [4][5] Market Performance - Current market levels are hovering around 406, showing minimal change over the week, with a focus on closing levels that may indicate a double bottom pattern around 4% [5]

Group 1 - The consumer confidence index in the U.S. dropped nearly 6% in August, ending a two-month recovery trend [1] - The primary victims of this decline are middle-class families, particularly those with incomes between $50,000 and $100,000, whose confidence levels are nearing those of low-income groups [3] - Retail giant Walmart reported that middle and low-income consumers are strictly controlling spending, with a significant decrease in non-essential items in their shopping carts [3] Group 2 - The restaurant industry is feeling the pressure, with chain restaurant executives noting that middle-class customers are actively seeking discounts and opting for cheaper menu items [6] - Fast food chains have seen an increase in traffic from middle-class customers shifting to lower-priced restaurants, while low-income customer visits have decreased [6] - High-income consumers continue to show strong spending, with airlines reporting robust sales of premium tickets and a contrasting weakness in economy class [6] Group 3 - A survey indicates that over 70% of respondents plan to further cut their spending in the coming year, surpassing the levels seen during the inflation surge in 2022 [9] - High-income groups are more likely to maintain their spending habits, while middle and low-income families are forced to adjust their spending structures [9] - This trend of consumer spending differentiation is expected to persist and have profound impacts on the overall economy [9]

How do you see Malibu boots after you spent a year there. And as we come to like an inflection point, maybe for four rates, is that important to you. Rates are important, important to us.I see Malibu boats in a good position. Matt, honestly, you know, as we were, you know, looking at the market and the consumers is, you know, still struggling a little bit with the elevated rates and so on, We're in a good position. We have capacity. We have invested in our capacity over the last few years.We have new models ...

So, Yvonne, the South African consumer consumption, we're seeing it steadily up based on some of these charts and the research that you have. Why are we seeing that reflected, though, in the growth story. Yes.So it's good point. We're seeing through some of the proxies, including retail sales, that it's been a return to growth from about a year ago and that's been accelerating. The reason we're not seeing it yet in the GDP numbers is because gross fixed capital formation, which is essentially investment is ...

Consumer confidence ticks slightly lower in August amid growing concerns about the labor market. While still month inflation 12-month inflation expectations climbed higher after three straight months of declines, she tried to say. Joining me to discuss is Steve Oddlin, CEO of the conference board.He's also a CNBC contributor. Steve, look, I know it ticked down a little bit, but by and large, the consumer is really holding up despite all of these headwinds in their face. Do you agree.Yeah. Yeah. These are re ...

New consumer data just crossing. Let's get to Rick Santelli who has that uh for us. Rick.>> Yes, David. This is August read on consumer confidence from the conference board. 97.4% is the headline.Better than expected, however, not sequentially higher than the big revision last month. 97.2% now becomes 98.7%. And if we look at the present situation, 131.2% that follows 132.8% 8 and finally expectations 74.8% and it is following an upward revised 76.0% 0.So not one is sequentially higher than our final July r ...

Group 1 - The article discusses consumer confidence and its implications for the economy [1][2] - It highlights recent trends in consumer sentiment and spending behavior [1][2] - The analysis includes data on consumer confidence indices and their fluctuations over time [1][2] Group 2 - The article emphasizes the importance of consumer confidence as a leading indicator for economic growth [1][2] - It examines the relationship between consumer confidence and retail sales performance [1][2] - The report suggests that rising consumer confidence may lead to increased consumer spending, positively impacting various sectors [1][2]