Marketplace Consumer sentiment rebounds
13 snips
May 27, 2025 Consumer confidence is making a comeback, bouncing back from a five-year low as trade war anxieties ease. Economic indicators show Boeing's canceled orders may impact business investment, while durable goods orders also took a hit. First-time homebuyers in Houston are facing financial challenges due to climate-related costs. Meanwhile, a struggling microbrewery in Vermont highlights the brewing industry's shifts, as younger generations change their drinking preferences.
AI Snips
Chapters
Transcript
Episode notes
Durable Goods Orders Signal Rough Period
- The drop in durable goods orders in April reflects a correction after a surge fueled by tariff stockpiling.
- Slowed business investment signals a rough economic period ahead if tariff uncertainties persist.
Consumer Sentiment Sensitive to Tariffs
- Consumer confidence rebounded sharply in May as tariff escalation fears eased.
- Economic mood remains highly sensitive to sudden policy changes, but inflation from tariffs may weigh down confidence later.
Global Bond Yields Reflect Debt Concerns
- Rising bond yields reflect investor worries about inflation and debt in multiple countries including Japan, UK, and US.
- Infrastructure spending can boost optimism about debt management, as seen in Germany's bond market.