Consumer Spending: Are Consumers Tapped Out or Pushing Back?
Key Summary:
Sentiment towards the consumer and spending is about as negative as I’ve seen.
Assets...
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.