Topic

Consumer Sentiment

Survey-based gauges of household confidence in the economy, such as the University of Michigan Consumer Sentiment Index.

Current stories

leadership1 publisherOne report

Australian consumer gloom has lasted longer than at any time since the early-1990s recession

Westpac's sentiment index fell to 67.2 among Australians polled after the RBA's fourth rate rise this year, its lowest since the late 1990s. AMP's My Bui expects spending per person to keep shrinking this year, while firm hiring leaves next year's demand undecided.

Publishers:theguardian.com

Reality

Evidence62
Adoption: Insufficient
Hype gap+15
Incentives: Insufficient
Confidence58

invest4 publishersConfirmed

Retail sales fell 0.6% in July, and the bad-news trade is about a hike, not a cut

Spending and Michigan sentiment both slipped, pushing odds of a Fed hold to 71.2%. For rate-sensitive books, the print that removes hike risk adds credit risk.

Publishers:americanbanker.comcryptobriefing.comen.sedaily.comfortune.com

Perspective Coverage

4 publishers

Builder: Builder 5%
Operator: Operator 30%
Investor: Investor 65%

Reality

Evidence84
Adoption: Insufficient
Hype gap+10
Incentives30
Confidence78

invest1 publisherOne report

BCG's richest-generation case pairs a median income at 28 with an average net worth at 34

Economists at BCG put the oldest Gen Z workers at a median $42,000 in constant dollars, 25% above Millennials at the same age, and date the year the young became gloomier than the old to around 2025.

Publishers:fortune.com

Reality

Evidence45
Adoption: Insufficient
Hype gap+30
Incentives65
Confidence50

science1 publisherOne report

Consumers now judge today's economy as harshly as next year's

The University of Michigan's August survey puts sentiment at 51.7 with declines in every political group, and the current-conditions reading has fallen far enough to close its usual gap with expectations.

Publishers:phys.org

Reality

Evidence64
Adoption: Insufficient
Hype gap−10
Incentives35
Confidence55

invest1 publisherOne report

Only 8% of Americans expect income to beat inflation, and pricing power is the casualty

The University of Michigan's share of consumers expecting income to outpace inflation has fallen from 18% in December 2024 to 8%. Plans that assume full cost pass-through look fragile.

Publishers:cryptobriefing.com

Reality

Evidence28
Adoption: Insufficient
Hype gap+38
Incentives48
Confidence30