June 30, 2025 04:02 AM GMT Thematic Alpha | North America US Consumer Pulse Survey: Consumer Sentiment Stabilizes Amid Tariff Uncertainty M Consumer sentiment toward the economy and household finances has stabilized as concern over tariffs holds at March levels. Inflation remains consumers' primary concern though worry over the political environment and geopolitics is rising. This report provides a full breakdown of data from our 66th survey of ~2,000 consumers in the U.S., which ran June 19th - 23rd, to ga ...

All right, Jeeoff, we got to start here. Has the thesis changed at all with everything that's going on in the Middle East. I I have a feeling that you researched and put this piece together before all this quite ramped up.Yes, you're absolutely right, Frank. And it is tough from a micro perspective to look at every tweet that comes out. It seems like the market is kind of tilting hour by hour, but I think in the bigger picture, this March higher to retest these S&P 500 all-time highs is underway.Call it a m ...

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