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摩根士丹利:美国消费者调查_关税不确定性下消费者情绪趋稳
摩根· 2025-07-04 01:35
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 ...
4 Discretionary Stocks to Buy as Consumer Sentiment Rebounds
ZACKS· 2025-07-01 13:31
Key Takeaways Consumer sentiment surged 16.3% in June, its first rise in six months. FUBO, CCL, LOPE, and TILE are Zacks Rank #2 stocks with strong earnings growth and improving estimates. Markets are rallying on easing trade and geopolitical tensions, plus hopes for a Fed rate cut soon.Wall Street is on a rally, with the S&P 500 and the Nasdaq hitting new all-time highs as trade worries and geopolitical tensions have eased. Also, optimism surrounding a rate cut by the Federal Reserve in the coming weeks ...
X @Bloomberg
Bloomberg· 2025-06-30 22:30
America’s top consumer-sentiment economist can tell US households are in a bad mood. Is anyone listening? https://t.co/BGYkSlU367 ...
China Growth Is on a 'Moderating Trend,' JPMorgan's Ng Says
Bloomberg Television· 2025-06-30 20:05
[CC may contain inaccuracies] It seems like despite this trade truce, these numbers are still looking pretty soft. What's your take. Yeah, I think we've got to look at the bigger picture.So if you look back to the past couple of months, we saw the policy macro policy improvement in September of last year. And that has actually, together with some front loading of activity in the first quarter, caused some pretty solid data in the fourth quarter of last year and the first quarter of this year. So we have alw ...
3 Travel Stocks to Play the Consumer Sentiment Rebound
MarketBeat· 2025-06-23 12:33
Summer finally arrives this week, and temperatures aren’t the only thing heating up in the U.S. Consumer sentiment finally rebounded last month after a disappointing start to 2025, keyed by a trend reversal in domestic stocks and a softening tariff stance from the Trump administration. Consumer surveys are notoriously fickle, and answers aren’t guaranteed to be truthful. But a sentiment reversal could bode well for the travel industry, which spent most of Q1 lowering expectations for 2025. Today, we’ll look ...
Consumers are saying things are just as bad today as 2008, says Metlife's Drew Matus
CNBC Television· 2025-06-20 16:44
Drew Matus, Metlife Investment Management chief market strategist and Alan McKnight, Regions Asset Management CIO, joins 'Money Movers' to discuss markets, consumer sentiment and more. ...
Tariff impact on your wallet, baby boomers & housing market, credit card comparison: Wealth
Yahoo Finance· 2025-06-18 17:45
Welcome to Wealth. I'm Ally Canel and this is Yahoo Finance's guide to building your financial footprint. Our community of experts will give you the resources, tools, tips, and tricks you need to grow your money.On today's show, policy whiplash causing investor fatigue. One portfolio manager explains where to find opportunity and how you can position for the summer. And the majority of Americans are concerned about how tariffs could impact their finances.We have tips to help consumers navigate the current e ...
Pessimism About Future Household Finances Rises, Yet Majority of U.S. Consumers Remain Optimistic
Globenewswire· 2025-06-18 12:00
TransUnion’s Q2 2025 Consumer Pulse study also finds those consumers most concerned about tariffs are seeking credit at elevated ratesCHICAGO, June 18, 2025 (GLOBE NEWSWIRE) -- As tariffs and the potential for rising cost of goods have dominated the news cycle since early April, a new TransUnion (NYSE: TRU) Q2 2025 Consumer Pulse study found that 27% of U.S. consumers are now pessimistic about their household finances over the next 12 months. This marks a six-percentage point rise from Q4 2024 (21%) and a f ...
Fed's job is more difficult in light of global uncertainty and volatility, says Dallas Fed's Fisher
CNBC Television· 2025-06-13 15:28
Oil prices spiking following Israel's strike on Iran, adding an inflationary input ahead of the Fed's meeting next week. Meanwhile, we just got a positive signal from the data. An early read on Michigan consumer sentiment for June coming in well above expectations.Also, inflation expectations fell. Joining us is former Dallas Fed President and CNBC contributor Richard Fiser. So Richard, is is it your view that this is just going to make the Fed even more patient on its stance to do anything because it has t ...
X @Investopedia
Investopedia· 2025-06-13 14:01
U.S. stock futures drop and oil futures jump after Israel's attack on Iran, Adobe posts better-than-expected results and lifts its outlook, and analysts expect consumer sentiment to have improved. Here's what investors need to know today. https://t.co/OvmVdWQHKg ...