What truly drives consumer pessimism? G. Elliott Morris argues that persistent gloom in sentiment stems from actual "excess prices" of essentials, a gap from pre-pandemic trends, not just media. Dive into this insightful analysis to understand the real economic picture: https://www.gelliottmorris.com/p/2026-04-17-cotw-more-on-explaining-the-consumer-sentiment-gap #Economy #Inflation #ConsumerSentiment #DataAnalysis
Here’s a model of consumer sentiment that doesn’t suck

On the question of why Americans are so glum, the answer is still (mostly) the prices, stupid. But you have to know where to look

Strength In Numbers
Paul Krugman asks: Why are Americans feeling so down about the economy? Despite decent objective data, consumer sentiment remains low, creating a "vibecession." He explores theories like high price levels, and suggests 2024 election misinformation may be a key factor. Read his full analysis: https://paulkrugman.substack.com/p/lies-damned-lies-and-economic-vibes #Economics #ConsumerSentiment #Vibecession
Lies, Damned Lies and Economic Vibes

The continuing mystery of feel-bad economics

Paul Krugman
G. Elliott Morris asks: Why are consumers so unhappy? It's not the news or unemployment, but the high price levels, proving that the cost of groceries and rent are key to economic feelings. Read the full analysis here: https://www.gelliottmorris.com/p/2026-04-14-economy-sentiment-its-the-prices-stupid #Economy #Inflation #ConsumerSentiment
It's the prices, stupid

Consumer sentiment is at an all-time low because prices are at an all-time high. The UMich index isn't broken, popular government data just offer an incomplete picture of what people care about

Strength In Numbers

"ROSENBERG: '.. consumer sentiment at its lowest level since the series began in November 1952! .. undercutting the lows of all the prior eleven recessions .. the 1970s oil shock,.. the Asian financial crisis .. the tech wreck and terrorist attacks of 2001, the GFC of 2008-2009 .. the 2020 pandemic.'”

~ Carl Quintanilla

#Trump #economy #oil #gas #ConsumerSentiment #ApprovalRating
/27

https://bsky.app/profile/carlquintanilla.bsky.social/post/3mj5qghkyuk2h

Carl Quintanilla (@carlquintanilla.bsky.social)

ROSENBERG: “.. consumer sentiment at its lowest level since the series began in November 1952! .. undercutting the lows of all the prior eleven recessions .. the 1970s oil shock,.. the Asian financial crisis .. the tech wreck and terrorist attacks of 2001, the GFC of 2008-2009 .. the 2020 pandemic.”

Bluesky Social

"The gas price spike, in particular, is historic. We are talking about the largest monthly increase in gas prices since tracking it began in 1967. Nearly 60 years. Thanks, Donald. This is what happens when you let a con man with no grasp of geopolitics and no genuine interest in peace play war games on behalf of 330 million Americans."

#Trump #economy #inflation #oil #gas #airfares #ConsumerSentiment
/3

"Remember when Trump claimed inflation was zero? Yeah. No. Year-over-year inflation hit 3.3% in March, the highest since May of last year. But the month-over-month number is what really should make your stomach drop: 0.9% in a single month. That is the biggest one-month jump since June 2022. Gas prices surged 21% in March. Fuel oil is up 31%. Airfares jumped 15%."

#Trump #economy #inflation #oil #gas #airfares #ConsumerSentiment
/2

"The University of Michigan Consumer Sentiment Index just dropped to 47.6 for April. During the height of COVID in March 2020, we never got anywhere near that low. During the 2008 financial crisis, the worst economic collapse in generations, we never saw numbers remotely close to this.

On top of that, the inflation numbers that came in this morning are brutal."

~ Ben Meiselas

#Trump #economy #inflation #oil #gas #airfares #ConsumerSentiment
/1

https://www.meidasplus.com/p/friday-afternoon-news-updates-the

Friday Afternoon News Updates: The Art of the No-Deal – 4/10/26

Is it all imploding?

Meidas+

Market Talk: Multiple wallet strains hit consumer sentiment

With consumer sentiment spiraling to a record low due to soaring inflation expectations, Anna Rathbun, founder and CEO of Grenadilla Advisory, said that 'any company that derives its revenue from consumers' is likely to feel pressure in the months ahead. #consumersentiment #inflation #markets #markettalk #News #Reuters #Newsfeed Read the story here: 👉 Subscribe: Keep up with the latest news from around the…

https://fllics.com/en/video/market-talk-multiple-wallet-strains-hit-consumer-sentiment/

Market Talk: Multiple wallet strains hit consumer sentiment

With consumer sentiment spiraling to a record low due to soaring inflation expectations, Anna Rathbun, founder and CEO of Grenadilla Advisory, said that 'any company that derives its revenue from consumers' is likely to feel pressure in the months ahead. #consumersentiment #inflation #markets #marke

Fllics
Samsung faces growing risks as labor unions move toward strike

Samsung Electronics is facing a potential general strike by its unionized workers, increasing a sense of uncertainty for the company, which is alre...

The Korea Times
While the #AIboom boosts the #economy and stock market, many businesses, particularly small businesses, are struggling due to higher costs from #tariffs and reduced #consumerspending. This #disconnect is evident in the macro data, with #AI related spending significantly contributing to #GDP growth, while other sectors like #manufacturing and #construction face challenges. #Consumersentiment remains negative, with many expecting a #weakereconomy. https://www.cnbc.com/2025/10/25/ai-spending-is-boosting-the-economy-many-businesses-in-survival-mode.html?eicker.news #tech #media #news