

Consumer sentiment rebounds
May 27, 2025
Consumer confidence is back on the rise, with the latest index showing its biggest jump in four years. The discussion highlights decreasing durable goods orders and the impact of trade tensions on the economy. Homeownership hurdles in Houston are examined, revealing climate-related burdens for first-time buyers. The craft beer industry also faces challenges, with a notable shift in consumer tastes. Plus, insights into market gains and seasonal promotions add to the economic landscape's evolving story.
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Durable Goods Signal Slowdown
- Durable goods orders fell 6.3% in April following a prior surge due to tariff stockpiling.
- Core capital goods orders, a proxy for business investment, fell 1.3%, signaling potential economic slowdown.
Consumer Confidence Rebounds
- Consumer confidence rebounded sharply in May after April's trade war anxieties.
- Wealthier consumers saved for future expenses while lower-income groups dipped into savings, risking increased credit use.
Global Bond Yields Rising
- Global bond yields are rising due to inflation and debt concerns, not just in the U.S.
- Investors demand higher yields to offset inflation risks and countries' growing debt loads.