Podcasts about Consumer confidence

Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMorgan's Head of AI Infrastructure financing gave his take on where the industry is headed (despite growing data center backlash) - and more on billionaire investor Stanley Druckenmiller's new warning for the Treasury: let the bond market speak.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer sentiment remains at fifty year lows. The Reserve Bank has surveyed Australians to find out why. 

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Liz Peek reports the US economy remains robust, driven by strong consumer spending in rural areas like Connecticutand Lancaster County. Peek highlights rising small business and consumer confidence despite increasing gasoline prices. Attention shifts to new Federal Reserve Chairman Kevin Warsh, who may end "dot plot" forecasting. Warsh aims to be more "taciturn," forcing markets to rely on incoming data rather than Fed projections. (1)1903

Yelena Shulyatyeva breaks down the latest consumer confidence report, highlighting concerns around jobs, business conditions, and spending. She explains why consumers are becoming more selective and what the data could mean for future Fed decisions.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Zachary Hill discusses consumer confidence and the lack thereof around gas and grocery prices. He says it's no surprise numbers came in weaker as inflation adds pricing pressures and the jobs market remains in a no fire, no hire environment. This shift comes as Zachary makes the case that AI is driving economic growth, not American consumers. That said, he sees the trajectory for markets and the economy as bullish overall.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling -https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

European bourses began the session firmer despite sharp tech-induced losses in APAC. Oman is said to have presented to Iran a proposal for a joint regional mechanism to manage the Strait of Hormuz with "voluntary fees"; Iran is reportedly demonstrating 'flexibility' over Hormuz Strait operations.Crude futures are softer amid continued efforts to end the US-Iran war, and with the pause in strikes at day three. DXY was directionless throughout most of the morning before edging higher in recent trade, with the FOMC looming on Wednesday.Looking ahead, highlights include US ADP Employment Change Weekly, Goods Trade Balance Advance (Jun), Retail Inventories Ex Autos Advance (Jun), Wholesale Inventories Advance (Jun), Consumer Confidence, Atlanta Fed GDP (Q2). Supply from the US. Earnings from PayPal, Boeing, and Ford.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said Iran is talking to the US about making a deal right now and very friendly talks are ongoing, while he added they will end Iran's nuclear threat very quickly and that Iran is behaving again.US President Trump said Iran wanted to meet and that "we're meeting," while he added there is a chance a deal could be reached.APAC stocks were mostly negative amid a tech bloodbath and competition concerns following reports yesterday that China had started mass production of domestically developed DUV lithography equipment.DXY traded little changed, 10yr UST futures traded range-bound, and Crude futures remained subdued overnight.European equity futures indicate a flat cash market open, with Euro Stoxx 50 futures little changed after the cash market closed flat on Monday.Looking ahead, highlights include Spanish Retail Sales (Jun), US ADP Employment Change Weekly, Goods Trade Balance Advance (Jun), Retail Inventories Ex Autos Advance (Jun), Wholesale Inventories Advance (Jun), Consumer Confidence, Atlanta Fed GDP (Q2), Supply from UK, Italy, Netherlands & US, Earnings from PayPal, Boeing, UPS, Ford, EssilorLuxottica, Kering, Air Liquide, Eni, Barclays, GSK & Unilever.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A new CNBC All-America Economic Survey shows Americans are increasingly pessimistic about the economy. The poll also finds most registered voters disapprove of President Donald Trump's handling of the economy as many continue cutting back on essential purchases. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer confidence improved slightly in June as gas prices fell, but Americans remain worried about inflation, jobs, and the economy. In this episode, Kathy Fettke breaks down what the latest confidence data, consumer spending trends, and labor market outlook could mean for the housing market and real estate investors.   Want to learn more about real estate? Visit www.Newforinvestors.com   Source:  https://apnews.com/article/consumer-confidence-economy-inflation-da0a1dee651d3e36123e8e83622c4ac4

Marley Kayden recaps a strong finish to the first half of the year for stocks, highlighting the factors that fueled market gains. Sam Vadas discusses the latest consumer confidence report explaining why the reading could have missed expectations.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

AP Washington correspondent Sagar Meghani reports consumer confidence ticked up slightly last month as gas prices fell, but Americans remain gloomy about the economy.

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist. Michael Zezas: And I'm Mike Zezas, Deputy Global Head of Research. Ariana Salvatore: Today, we'll be discussing the consumer outlook, policy catalysts, and what it could mean for the 2026 midterm elections. It's Thursday, June 25th at 9am in New York. Mike, you're on the road, obviously not in New York City this week. Why don't you tell us a little bit about the conference that you're at, and then we can get into some of the topics that have come up in your conversations. Michael Zezas: Yeah. I'm down in South Carolina at Morgan Stanley's Captains of the Consumer Industry Conference, where we put together investors and leadership of key consumer companies in the U.S. to learn about each other in a more informal way, brainstorm… And it's been really interesting. We've had a lot of meetings with leadership from different prominent consumer companies throughout the U.S. And it's been really fascinating to hear how the consumer's been quite resilient. But in general, one pattern that sticks out is rising concern about lower-income consumers' behavior starting to lag in meaningful way higher-income consumers' behavior. You're starting to see substitution and sort of more selectivity amongst lower-income households, a pattern that began a bit last year as a lot of these companies would report with higher tariffs. That seems to have continued with higher gas prices driven by the conflict in the Middle East. So, there's a lot of discussion and concern about how durable it is. And in particular, if there are some policy choices here that might alleviate some of that pressure and bring some fundamental strength to what is a challenged segment of the consumer market right now. Ariana Salvatore: Let's talk a little bit more about tariffs. It's our economists' view that we've mostly gotten through the tariff pass-through. Is that the sentiment that you're hearing from corporates and the clients that you're talking to? Michael Zezas: It is. Well, it's certainly the hope. And I guess the follow-up questions here are: once some of the temporary tariff authority that was put into place after the Supreme Court struck down the use of IEEPA, will there be a restoration of those tariff levels? And will the USMCA negotiations create higher tariffs? So, Ariana, what's your thoughts there? Is there any concern for companies that they're going to start needing to deal with a re-escalation of tariff costs relative to what we experienced, say, last year? Ariana Salvatore: Yeah, I think to answer that question, we need to dig into this under the surface a little bit and understand what types of tariffs that we're talking about. So, to your question on the USMCA, we see that largely as a story of continuity, right? So, the USMCA exemption has been in place since the deal was signed, right? And since Trumpimposed those Section 301 tariffs, we think that's likely to stay the case. That means the vast majority of the goods trade between the U.S., Mexico, and Canada is right now not subject to the 301 tariffs. Now, on the other hand, we have existing Section 232 tariffs in place on not just sectors like steel and aluminum, but a bunch of other goods, too, and we're supposed to get more of those investigations wrapped up in the next week or so. So, on that front, I do think there could be some potential room for escalation, but more broadly speaking, we think the direction of travel is relatively stable, if not slightly lower, because, as you mentioned, the IEEPA tariffs that were replaced by the Section 122s have to get replaced again end of July, right? So that Section 122 authority was a temporary authority. The president is going to have to replace that with a mix of Section 232 and 301. It's been our view that when that happens, there could be some alleviation for very specific pockets of goods that fall into really neither bucket, right? So,they're not necessarily critical for national security, and they're coming from countries that are difficult to maintain a Section 301 investigation on. So, it's actually very nuanced under the surface. I would say in the aggregate level, what we think is that you're going to see the tariff rate stay somewhere around 8 to 9 percent on a headline basis; if not directionally, maybe a little bit lower throughout the course of this year. Michael Zezas: Got it. And I think that message has been music to the ears of a lot of these companies. And I've been doing these meetings with our chief economist, Michael Gapen, who has said that that's contributing to what he forecasts as being a meaningfuldeceleration in inflation into the end of the year. Certainly an inflation level lower than what the aggregate Fed forecast isat the moment. Another question that comes up is whether or not the recent decrease in oil prices, which should feed through into lower gasoline prices, is durable. If that's something that could be counted on, because obviously these companies are thinking about it being a potential tailwind to demand going into the second half of the year. How do you think about that, Ariana? Ariana Salvatore: The MOU that the U.S. and Iran signed, I would say was a welcome development for markets. But that being said, there are a number of paths to re-escalation, in our view. Really four things to keep an eye on, kind of outstanding questions or uncertainties. The first is on execution risk of the MOU itself. It's very light on details. We need to see more about how exactly the Strait of Hormuz is going to reopen, if there's going to be a servicing fee, a tolling regime, et cetera. That was a red line of the United States. But again, implementation there is a big question. The second is on the calibration or divergence between the U.S. and Israel in terms of their objectives. We identified that early in the conflict as a potential indicator of how long this could possibly last, and I think it's equally as important in assessing how long the ceasefire or the MOU could stay in place. The third thing I would say we need to learn more about is the role of Congress in all of this. So, some Republican lawmakers actually pushed back against the MOU, saying it didn't go far enough to advance U.S. interests. Now Congress has a more limited role when it comes to the actual MOU implementation itself. Remember, the JCPOA, the Iran nuclear deal in 2015, didn't go through Congress either. But Congress can exert some more power come the fall when we start talking about defense appropriations, right? The Pentagon is asking for $1.5 trillion. [$]300 billion of that is supplemental war funding. And so, I think if you see Republicans push back, that's going to be an easy forum for them to do so. And the last point is on the negotiations themselves. So, the MOU is a 60-day ceasefire throughout which both parties are supposed to be discussing the nuclear question. Now, looking back at historical context here, the JCPOA took about 20 months to negotiate start to finish. This is a very compressed timeframe, and again, obviously potential risk for escalationas we see these negotiations go on the next few months. So, Mike, I would say, like I said before, markets are definitely seeing this as a welcome development, but that doesn't mean it's without execution risk. Across the board, our outlook actually expected a normalization of flows by the end of June, so we're kind of pulling things up by about two weeks. That means that the outlook basically remains intact, but with marginal upside as this is a slightly more constructive outlook. Michael Zezas: Got it. So net net, there's still plenty of execution risk going on, but the trend is at least towards easing of some of these policy pressures that have been impacting the consumer. And it's also been interesting that a lot of the conversations have led to questions about artificial intelligence. Now, at this conference last year, a lot of the discussion about artificial intelligence was around how these companies were implementing it to create new marketing opportunities, create efficiencies inside of their operations. This year, a lot of the discussion is actually about the macro trend around artificial intelligence, the acknowledgment of the industrial build-out around this new technology and how that is buoying investment and employment – and therefore consumption. And so, the policy concern or consideration from some of these companies is whether or not there are upcoming electoral issues, either in the midterms or in the next election cycle, that might change the dynamic around the AI industrial build-out. Are there signs that would show that a tougher regulatory regime? Data center construction bans that these things might take on a bipartisan flavor? And so right now, I think that's a very difficult question to answer. There is obviously some level of concern about if policy might change this dynamic around the AI industrial build-out that really has kind of helped the economy deal with some other external shocks from policy, namely what's going on in the Middle East and trade policy changes before that Ariana Salvatore: Yeah, to that point, this question around AI pushback, especially on data center build-out, has been a big theme in the elections. Thus far, it's really been dealt with on more of a state and local level. But our view is that it's been kind of bubbling up to the national level. Efforts there are nascent, but I don't think they're going away anytime soon. So obviously something that we're going to watch heading into November because it matters a lot for corporates and for investors alike. Mike, maybe we'll leave it there. Thanks so much for taking the time to talk. Michael Zezas: And thanks for taking the time to talk to me. Ariana Salvatore: And thanks for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or colleague today.

In this episode of C-Suite Perspectives, Sara Murray, Managing Director, International at The Conference Board, is joined by Matei Farcas and Konstantinos Panitsas of The Conference Board Europe to analyze the latest Consumer Confidence Index findings for the Euro Area.  Together, they discuss the factors shaping consumer sentiment; explore how inflation expectations, labor market concerns, and geopolitical developments are influencing household behavior; and consider what business leaders should watch as they navigate a more cautious consumer environment.  More from The Conference Board:   Euro Area Consumer Confidence Stabilized in Early 2026 but Remains Weak  European Consumer Confidence database  2 Years Below Neutral: European CEO Confidence Falls as Outlook Deteriorates  Where to Hire: Europe 2026 

BTC Sessions Ep. 079: Housing Crash Exposed, Immigration Crisis & Economy on the Brink | Ben RabidouxCanada's private sector is shrinking, homes in Ontario are selling for half their 2021 price, and 525,000 asylum claimants are stuck in a backlog with no real mechanism to remove bad actors. Ben Rabideau has been sounding the alarm since 2021 — and the data is finally catching up.In this episode, Ben Rabideau — one of Canada's most respected economic analysts — breaks down what the headline GDP numbers are hiding, why consumer confidence is as low as the depths of the 2008 financial crisis, and what the Bank of Canada's next move will hinge on. You'll learn why stripping out public sector employment reveals a deeply negative private sector jobs picture, how Ontario's housing market is producing court-ordered sales at 50 cents on the dollar, and why Ben believes single-family prices may be near a bottom — while rentals have years of decline ahead. You'll also get a clear-eyed look at Canada's asylum system vulnerabilities, the immigration fraud pipeline that ran through colleges like Conestoga, and why an AI policy framework written by an art dealer should concern every Canadian.⏱️ Timestamps:0:00 - Intro1:56 - Technical Recession and Population Decline2:39 - Ontario BC versus Alberta Economic Split4:37 - Oil Prices and Alberta Investment Boom6:06 - Government Policy Well Meaning or Incompetent10:12 - Immigration Tightening What Has Changed13:11 - Bank of Canada Rate Cut Binary15:06 - Stripping Public Sector Jobs Picture22:10 - Consumer Confidence at Crisis Lows27:32 - Court Ordered Home Sales at Half Price32:59 - Boomer Millennial Housing Transfer by 2030s39:21 - US Housing 30 Year Mortgage Lock In41:23 - Rising Credit Card and Mortgage Delinquencies48:10 - Bill C 22 AI and Surveillance Issues57:29 - Asylum Backlog and Immigration Fraud1:03:18 - Common Sense Immigration Reforms1:06:54 - Following Ben Rabideau and Edge Analytics

Tonight, we delve into the market movements with WealthStrat, unpack the latest consumer confidence figures with John Loos, understand the revision of global economic outlook with Bureau of Market Research, hear more about Europa Air landing in SA with Guy Leitch, unpack the investment case behind Wimbledon with Africa Sports United, and in our Property Insights, we discuss the world of home improvements with Tiletoria. SAfm Market Update - Podcasts and live stream

Consumer confidence is in the doldrums again. We are a flakey old society. They've seen something similar in America. Take a single confidence reading and you'd believe it's the end of the world. But the metrics on jobs and spending defy the mood. Which would lead you to believe what people say and what people do are often different things. We are sitting at 80. It's fallen 14 – that's a lot. 100 or more is positive. We are far from positive. If it helps, I am positive. Could I find stuff to be negative about? Yes, I could. We all could, at any time, no matter what's going on. But take spending. Data out this week from last month: it was up, and up a lot. Durables were up. Durables are things like sofas and fridges. Why would you buy a sofa if you are miserable? And yet we did. Oil this week is down. A lot. That money will go into café lunches and movie tickets. Things are getting better. I think it's a “fear the worst” mentality that we suffer from. The food price stats yesterday, they are virtually normal. In other words, in the Reserve Bank band. No extra inflation from the war. The interest rate hikes that were going to be needed to tame the so-called runaway secondary costs landing on our beleaguered economy may not be needed. Now, the common line used is yes, some are doing it tough; no, we are not out of the woods – and all of that is true. But it isn't as bad as most predicted. The facts cannot be denied unless you have a political agenda and it suits you to deny them. In other words, if you look on average at the facts, most people have work, most people are under financial control. The banks tell us this. Spending is up. We have some savings. And looking forward, the war is over – things will get better. The GDP today tells us what we were travelling like pre-war, and that was pretty good, thank you. So the facts do not equate to the 80 in confidence. Now be miserable if you want, it's a free world. But I'm not, and I reckon I'm better for it. See omnystudio.com/listener for privacy information.

THE BEST BITS IN A SILLIER PACKAGE (from Thursday's Mike Hosking Breakfast) Groundhog Domestic Product/Why So Blue?/Come On, Australia!See omnystudio.com/listener for privacy information.

Subscribe for ad-free episodes + bonus content: https://realestatemarketminute.supercast.com Instagram: @thesalibgroup Email: mark@thesalibgroup.com Consumer confidence just posted a major jump, but what does that actually mean for the housing market? In this episode, we break down the latest consumer confidence data, discuss why it matters, and explore whether improving sentiment could influence homebuyer behavior in the months ahead.

#thismorning | Feeling the #Squeeze: How #Consumer #Confidence can Shape #Markets and the #Economy | David Anderson, PhD., Texas A&M University | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

The economy and markets can feel dizzying and ever changing. That's where we can help. Fisher Investments' “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Eurozone consumer confidence • Developments in Iran • Rising government bond yields Below are the sources for all data cited in today's show: • Source: FactSet, Macrobond, as of 5/28/2026. Eurozone government bond spreads (10Y – 3M), 1/1/2025 – 5/27/2026. Y/y eurozone loan growth, monthly, 9/30/1997 – 4/30/2026. • Source: European Commission, as of 5/28/2026. Euro Area Consumer Confidence Index, May 2016 – May 2026. • Source: The Wall Street Journal, as of 5/28/2026. “Iran Talks Bog Down Over Nuclear Program and Sanctions Relief”, 5/25/2026. • Source: FactSet, as of 5/29/2026. MSCI World Total Return Index, 1/1/2026 – 5/28/2026. • Source: FactSet, as of 5/19/2026. 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. • Source: FactSet, as of 5/19/2026. 30- and 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. Want to dig deeper? • Ken Fisher's view on what happens next with the Iran war and oil markets: https://nypost.com/2026/05/25/business/how-to-think-about-the-iran-war-and-what-it-means-for-oil-and-stocks/ • Ken Fisher's thoughts on record low consumer sentiment: https://www.youtube.com/watch?v=nR9hgCUElNw • More on what rising bond yields could mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/global-bond-calamity-calls-for-calm-perspective Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview29May2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

 Chris Morkowski, the Watchdog of Wall Street, discusses the stark contrast between consumer confidence and stock market performance, the impact of inflation on everyday Americans, and the importance of personal responsibility in achieving financial success. He emphasizes the need for individuals to embrace capitalism and warns against the dangers of seeking shortcuts in financial investments. The conversation also highlights the risks associated with new investment trends and the importance of being cautious with financial advisors.

Ryan and Dana discuss inflation worries dragging down U.S. consumer confidence in May, including growing pessimism about the economy.

Ryan and Dana discuss inflation worries dragging down U.S. consumer confidence in May, including growing pessimism about the economy.See omnystudio.com/listener for privacy information.

We'll get the latest on what we're seeing from inflation, consumer prices, and how Americans are feeling about it all with Patrick Penfield, a supply chain expert from Syracuse University. What are you seeing at the store?

* Pet projects or pork? Lawmakers could divide up $800 million from the Revenue Stabilization Fund…what would it go to? We'll break it down with Jan Moller from Invest in Louisiana. * Why did consumer confidence drop in May?

Americans' confidence in the economy has taken a hit. AP correspondent Mike Hempen reports.

May 23, 2026, 8 AM; Clyburn is South Carolina's only Black member of the U.S. House and one of the most influential voices in congress and the Democratic party, and this move would further dilute Black voting power in the state for potentially decades. The new map still has to get through the State Senate, which yesterday failed to secure enough votes to finalize it before early voting begins Tuesday in South Carolina's primary election. Some Republicans don't seem to be totally on board with five of them joining Democrats in opposing a rushed process. Fmr. Rep. Joe Cunningham and Adam Serwer join The Weekend to discuss the latest redistricting efforts by the GOP in that state. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

The US economy added 115,000 jobs in April -- and the numbers look solid on the surface. But dig a little deeper and you'll find a tech sector in freefall, a housing market frozen in place, and consumer sentiment that hit a 74-year low. This bonus episode breaks down the May jobs report, which came out a week late because the Bureau of Labor Statistics pushed its release from the first Friday to the second Friday of the month. The job gains were concentrated in healthcare, transportation, warehousing, and retail. Healthcare alone added 37,000 jobs, driven largely by nursing facilities and home health care services for an aging population. Retail gains clustered in discount stores and warehouse clubs - not department stores or electronics retailers - which tells you consumers are spending more carefully. Tech got hit hard. The information sector lost another 13,000 jobs in April and is now down 342,000 jobs - about 11 percent - from its November 2022 peak. People working part-time because they can't find full-time work jumped by 445,000 in a single month. Consumer sentiment is at its lowest point in 74 years of University of Michigan tracking - worse than 2008, worse than the inflation of the 1970s. One reason: gas prices. There's a psychological outsized effect to standing at a pump watching the total climb every week, versus an invisible mortgage adjustment buried in a monthly bank statement. The housing market didn't get its usual spring bounce. Existing home sales ticked up just 0.2 percent between March and April. Inventory rose 5.8 percent, but at 4.4 months of supply, the market still needs roughly 30 percent more inventory to reach balance. Median sale price sits at $417,700, up less than 1 percent year over year. Homes are averaging 32 days on market - giving buyers more negotiating leverage than they've had in years. Timestamps: (00:00) April jobs report: 115,000 new jobs, but tech takes a hit (02:38) Jobs data matters more than the stock market (03:14) Where jobs grew: healthcare, transportation,warehousing, retail (05:14) Consumer sentiment hits 74-year low (07:46) Why gas prices hurt more than other costs (11:20) Tech sector down 342,000 jobs from 2022 peak (11:52) Part-time workers up 445,000 in a single month (13:38) Housing market: no spring rebound (15:16) Inventory up, but still 30 percent below a balanced market (16:16) Housing market frozen - not crashing, not skyrocketing (17:13) Golden handcuffs: why sellers aren't selling (18:23) Why buyers have more negotiating power now Enroll in our course, "Your First Rental Property" while the doors are open! https://affordanything.com/enroll Share this episode with a friend, colleagues, and your postal person: https://affordanything.com/firstfridaymay2026 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Consumer confidence continues to decline as Americans express growing concerns about inflation, personal income and global instability. New data from the University of Michigan also points to worries over energy prices and supply chain disruptions tied to tensions involving Iran. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PREVIEW for Later Today: Corporate Leaders Report Robust Consumer Spending. Guest: Gene Marks. CEOs from major companies like Amazon report a 15% retail increase, signaling strong consumer confidence. Marks notes that while surveys vary, actual spending data from big-box retailers remains the primary economic indicator.1910 FIFTH AVENUE

US job numbers are rising and the stock market is booming near record highs. So why are consumers feeling so pessimistic about the economy?As a Mexican trade mission visits Canada, the two countries look to deepen economic ties.Also Instagram's direct messages are no longer fully private, and gamers face higher prices as console costs climb.[Picture: Customers shop for groceries at a Publix supermarket in Miami, Florida, USA. Photo Credit: CRISTOBAL HERRERA-ULASHKEVICH/EPA-EFE/REX/Shutterstock

The current episode elucidates the profound bifurcation within the furniture industry as revealed by the first quarter earnings of 2026. Notably, the disparities between companies that are thriving and those that are faltering have become increasingly pronounced, underscoring the significance of strategic positioning and preemptive decision-making. As we navigate through the data, we observe that successful entities, such as Havertys and Bob's Discount Furniture, are not merely fortunate; their advancements stem from deliberate enhancements in service and product offerings that cater to discerning consumers. Conversely, companies like Lyons Furniture Group illustrate the adverse consequences of failing to adapt to the evolving market dynamics. This discourse extends to the broader manufacturing landscape, where vertical integration emerges as a vital strategy amidst ongoing economic pressures, thereby highlighting the imperative for companies to cultivate resilience and foresight in their operational frameworks. The episode provides an incisive exploration of the furniture industry's current landscape, particularly in the wake of the first quarter earnings for 2026. The narrative unfolds with a focus on the diverse trajectories of various companies, emphasizing that the performance gap has become increasingly pronounced. On one hand, we observe Havertys, which has achieved consecutive quarters of sales growth, bolstered by a strategic emphasis on high-value transactions facilitated through their design program. The contrast is stark with Lyons Furniture Group, which has reported a decline in sales, underscoring the challenges faced by traditional retail models in an environment where consumer behavior is evolving rapidly. This juxtaposition not only highlights the necessity for strategic foresight but also illustrates the critical role that operational adaptability plays in ensuring sustainability in today's market. The discussion further delves into the mattress sector, where the dichotomy between vertically integrated companies and traditional manufacturers becomes apparent. Somni Group International's remarkable financial rebound stands in stark contrast to Leggett and Platt's declining sales, providing a compelling case study on the advantages of vertical integration in mitigating the risks associated with market volatility. The analysis raises pertinent questions regarding the viability of traditional supply chain models in the face of rising costs and shifting consumer expectations, urging industry players to reevaluate their operational strategies. In addition to financial performance, the episode touches upon the implications of strategic partnerships within the industry, particularly the alliance between Palliser Furniture and Moto Motion. This partnership is indicative of a broader trend towards strengthening supply chain resilience amidst tariff pressures and global competition. The insights gleaned from this collaboration underscore the importance of strategic positioning and market integration as companies strive to navigate the complexities of the modern economic landscape. As we conclude, it becomes evident that the path to success in the furniture industry lies in a deep understanding of market dynamics, customer preferences, and the willingness to innovate in response to ongoing challenges.Takeaways:The first quarter of 2026 has revealed a stark divergence between companies gaining market share and those losing it, underscoring the importance of strategic decision-making prior to this period.Havertys' success is attributed to its robust service and design infrastructure, which has allowed it to convert higher value transactions despite a decline in foot traffic.Conversely, Lyons Furniture Group's decline in sales highlights the detrimental impact of macroeconomic factors and poor strategic positioning within the competitive landscape.The mattress sector is witnessing a bifurcation, where vertically integrated companies like Somni Group are thriving, while standalone operators confront significant structural challenges.HNI Corporation's acquisition of Steelcase has led to a substantial increase in revenue, albeit accompanied by significant integration costs and a reported net loss for the quarter.The retail outlook heading into Memorial Day indicates an increase in consumer intent to shop; however, this comes with a notable reduction in planned expenditure per purchase.

The predominant theme underpinning our discourse today is the pervasive sentiment of hesitation that has emerged within the furniture industry. As we delve into the intricate dynamics at play, we shall examine how this hesitation, characterized not by panic but by a quiet reluctance among consumers to actualize their purchasing intentions, poses significant challenges for industry stakeholders. Despite an evident desire for new acquisitions, consumer behavior currently reflects a marked reluctance to commit to substantial expenditures, a phenomenon exacerbated by elevated interest rates and a sluggish housing market. Our analysis will further illuminate how traditional life events that typically catalyze furniture purchases are occurring with diminished frequency, thereby complicating the path to conversion from intention to transaction. Furthermore, we shall explore actionable strategies that can be employed to bridge this critical gap, ensuring that the latent consumer appetite translates into tangible sales.Takeaways:The prevailing sentiment among furniture professionals is characterized by a profound sense of hesitation rather than outright panic or despair, underscoring a crucial psychological barrier to consumer spending.Consumer confidence remains stagnant, with fluctuating economic indicators contributing to a pervasive sense of financial anxiety that inhibits purchasing decisions in the furniture sector.Despite evident consumer interest in furniture as a top anticipated purchase, the transformation of this intention into actual sales remains a formidable challenge for industry stakeholders.The recent shift of Amazon's Prime Day to June necessitates immediate strategic adaptations from retailers to capitalize on heightened consumer traffic and purchase intent during this compressed promotional window.The furniture industry is currently faced with a unique opportunity to address operational and psychological barriers that contribute to consumer hesitation, rather than solely relying on financial incentives.The overarching narrative reveals that success in the current market hinges on proactive engagement, strategic flexibility, and the ability to convert consumer intent into tangible transactions through reduced friction in the buying process.

Jay Mehta says resilient consumer confidence is helping push U.S. markets toward record highs despite sticky inflation and oil prices above $100. He questions whether massive AI capital spending from companies like Amazon (AMZN) and Microsoft (MSFT) will translate into margin expansion or simply sustained revenue growth as Magnificent Seven earnings roll in. Beyond tech, Mehta highlights energy as an inflation hedge and defense as a long‑term portfolio anchor amid ongoing geopolitical volatility.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

AP's Lisa Dwyer reports that Consumer Confidence inched up.

A.M. Edition for April 24. Twin shortages of fertilizer and fuel in the wake of the Iran war are spooking consumers across Asia and raising fears of weak harvests. But as HSBC's Frederic Neumann tells us, the effects of rising food prices are likely to spread around the world and linger well into 2027. Plus, U.S. authorities charge a U.S. soldier who took part in the operation to capture Nicolás Maduro with using classified information to earn more than $400,000 on Polymarket. And Intel shares surge more than 20 percent in off hours trading, as the chip maker beat earnings estimates. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

US consumers are feeling less confident about their economy than at any other time. We hear from researchers and businesses about why war in the Middle East is making households fearful of the cost of living and rising energy prices. And, we hear from one of the bosses of electric vehicle giant BYD about how its performing amid the global shift away from fossil fuels. Also, how table-top board game Warhammer is riding the zeitgeist to win new fans.

CNBC Business News Update with Jessica Ettinger - market numbers and news featuring CNBC expert analysis and sound from top business names. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ocean freight markets are sending mixed signals this week: Asia-Europe spot rates are falling, Pacific rates are ticking up, and Atlantic rates jumped sharply, but the bigger story is the widening spread between what different shippers are paying and what that uncertainty means.In this episode, Lars Jensen and Caroline Weaver cover:Why expanding rate spreads across Asia-Europe, Transpacific, and Atlantic trades signal growing market uncertaintyThe Strait of Hormuz situation: the failed opening, vessel U-turns, Iranian attacks on ships, and what comes nextBunker fuel prices in context: why current levels, while high, are not the crisis they appear to beU.S. consumer sentiment hitting a 66-year record low and what that means for container volumes

Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What's driving this disconnect—and who's right? Mark and Cris are joined once again by colleague Matt Colyar to break down the divergence between investors, consumers, and business leaders. Their insights reveal key dynamics shaping the economic outlook. Plus, the statistics game returns – back by overwhelming listener demand. To view the Wall Street Journal article mentioned in this episode, visit: Gen Z, Locked Out of Home Buying, Puts Its Money in the Market Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn   Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Derek Moore is joined by Mike Snyder and Shane Skinner this week to discuss the all-time low in consumer sentiment and what if anything it means for markets. By the way, who exactly are they getting to stay on the phone for 50 questions? Then they discuss Exxon vs Salesforce performance since the CRM replaced XOM in the Down Jones Index. Plus, secular bull markets have pullbacks so are we still in one now?   Consumer confidence all-time low Does Consumer Sentiment indicator from UMich forecast stock movements? Semiconductor forward earnings growth is predicted to be strong S&P 500 Index earnings seasons is upon us Exxon got replaced by Salesforce in the Down but since then CRM is trailing XOM Geopolitical volatility Why the Fed probably still cuts and the stock market is seeing through the clutter US Dollar Index peeled back from recent highs so is that good for earnings? Sarcastic discussion on who the heck is answering survey calls   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com        

Frank Mottek is joined by Michael Farr, chief market strategist at Hightower Advisors, LLC as well as president of the DC investment advisory firm, Farr, Miller and Washington. He shares his assessment of the market's relief rally, citing concerns over the war in the Middle East and its impact on oil prices. We discuss the latest inflation reading, which came in hotter than expected, and its effects on consumer confidence. Kevin Klowden, Executive Director at Milken Institute Finance, joins us to break down the economic implications of the war and its potential impact on the Fed's next move.See omnystudio.com/listener for privacy information.

PREVIEW FOR LATER. GUEST: Gene Marx Gene Marx discusses why consumer confidence surveys may be misleading compared to actual spending trends. He notes that baby boomers and upper-middle-class citizens are spending heavily on travel despite reports of economic struggles observed elsewhere. (2)1920

The I Love CVille Show headlines: Consumer Confidence Hits Record Low Consumer Price Index Rose 3.3% Year-Over-Year President Trump Visiting Charlottesville Today City Council Approves 1¢ Real Estate Tax Increase This Is How A UVA Tuition Hike Will Impact CVille Coalition Lobbies City Schools To Remove SROs Why Has Sam Lewis Not Officially Committed To UVA? Subscribe To JerryRatcliffe.com For $8 Per Month Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

In this conversation, Tommy Mello interviews Benjy, a data analytics expert, discussing the critical role of data in AI and marketing. They explore how businesses can leverage customer data for targeted marketing strategies, the importance of consistent marketing efforts, and the future implications of AI on the workforce. Benjy shares insights on understanding customer personas and the necessity of viewing marketing as an investment rather than a cost. The discussion also touches on the evolving landscape of AI and its potential impact on human roles in various industries.   00:00 The Importance of Data in AI 01:30 Benjy's Journey into Data Analytics 02:43 The Excitement of AI and Data Lakes 03:56 Leveraging Customer Data for Business Growth 05:02 Targeted Marketing Strategies 06:22 Neighborhood Targeting and Data Utilization 08:04 The Power of Consistent Marketing 10:16 Marketing as an Investment 12:57 The Future of AI and Human Adaptation 15:05 The Role of Data in Consumer Confidence 17:16 Optimism and Concerns about AI's Impact 18:14 Understanding Your Ideal Client

Liz Peek on the economy's sturdy prospects for 2026, analyzing current indicators and trends that point toward continued growth, consumer confidence, and business optimism in the year ahead.1936

SEGMENT 1: RETAIL SALES AND ECONOMIC OUTLOOK Guest: Liz Peek Strong retail sales signal consumer confidence as Trump takes office. Peek discusses holiday spending numbers, the stock market's performance, and economic expectations for the new administration. Conversation touches on inflation pressures, interest rate concerns, and whether the economy's momentum can continue under new policy directions.