Marketplace What we're expecting
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May 8, 2025 Listeners get an insightful look into recent consumer sentiment, revealing growing anxiety about personal finances despite stable inflation expectations. The discussion delves into the impact of tariffs on hobbyists and specialty retailers, highlighting challenges in labor productivity. As the U.S.-U.K. trade deal is scrutinized, experts emphasize the strong ties in financial services over agricultural concerns. Amidst economic pressures, the board game market showcases resilience and a hopeful outlook for collectors and retailers alike.
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U.S.-U.K. Trade Deal Signal
- The new U.S.-U.K. trade deal signals a partial rollback of Trump's extreme tariff policy.
- The deal is limited but positive as a market signal and easing some tariff pressures on UK automakers and steel.
Tariffs and Inflation Expectations
- Consumer expectations about inflation haven't changed much despite tariff headlines.
- Surveyed consumer mood often doesn't match their actual spending behavior and economic outcomes.
Consumer Pessimism vs Reality
- Consumers feel pessimistic about their finances despite strong economic data like low unemployment and solid spending.
- Consumer sentiment surveys have been gloomier than actual economy data since the pandemic began.