Latest household sentiment data dropped a bomb: only 26.5% of families now believe their finances will get better over the next 12 months. That's hitting the same rock-bottom we saw back in May after the so-called 'Liberation Day' chaos.
Two-year low territory here. Consumer confidence is clearly taking hits, and when households tighten their wallets, risk assets usually feel it first. Worth watching how this sentiment shift plays into broader market moves.
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Latest household sentiment data dropped a bomb: only 26.5% of families now believe their finances will get better over the next 12 months. That's hitting the same rock-bottom we saw back in May after the so-called 'Liberation Day' chaos.
Two-year low territory here. Consumer confidence is clearly taking hits, and when households tighten their wallets, risk assets usually feel it first. Worth watching how this sentiment shift plays into broader market moves.