

The relationship between consumer mood and spending? It's complicated
Aug 27, 2025
Consumer confidence is slipping, but that doesn’t always mean less spending. The struggles of working mothers are on the rise, highlighting challenges in the workforce post-pandemic. The podcast also tackles the implications of changing trade regulations for international shoppers. Meanwhile, Houston's housing market shows a shift towards increased buyer confidence, even as home prices climb. Lastly, a recent graduate shares insights on navigating early career hurdles, reflecting the contrasting job market experiences of her peers.
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Mood Drops But Spending Can Persist
- Consumer confidence fell in August due to worries about jobs and future income.
- But overall spending can remain strong if consumers keep earning, especially among high-income groups.
High Earners Drive Spending Growth
- Spending growth is driven mainly by high-income consumers with rising incomes and wealth.
- Low-income consumers remain vulnerable and are treading water, limiting their ability to boost overall demand.
Working Mothers Exiting The Workforce
- Many mothers of young children left the workforce as return-to-office and federal layoffs reduced flexibility and stability.
- Some left reluctantly and expect long-term career and pay consequences if they return later.