On The Market
Inflation Fears Soar to 1980s Levels, Consumer Sentiment Sharply Plummets
Apr 14, 2025
Consumer confidence is plummeting, with fears of a return to 1980s-style inflation. China's trade strategies could shake the global economy, leaving Americans anxious about their financial future. Zillow is looking to unveil hidden listings that could change the game for buyers. Rising construction costs and tariffs are a major concern for investors, affecting renovation budgets. As markets fluctuate, finding adaptive strategies is crucial for maintaining investment portfolios amid economic uncertainty.
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Quick takeaways
- Consumer sentiment has plummeted to ten-year lows due to inflation fears and rising costs, prompting caution among potential homebuyers.
- China's leverage through U.S. treasury holdings poses a significant risk to mortgage rates and overall economic stability amid trade tensions.
Deep dives
Impact of Liberation Day Tariffs
The recent Liberation Day tariffs have caused significant fluctuations in mortgage rates, catching many investors by surprise. These tariffs impact the bond market, which acts as a barometer for mortgage borrowing costs. As international bondholders retreat from U.S. treasuries, selling off assets, the resulting increase in yields translates into higher mortgage rates for homeowners and real estate investors. This volatility creates an unpredictable environment for borrowers, driving concerns about the stability and attractiveness of U.S. investments.
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