As consumers fret, executives have been talking a little less about inflation — and more about this

Despite consumer sentiment hitting a 29-month low by one measure, executives have focused less on inflation — and more on AI — during their quarterly earnings calls.

Topics

Inflation and tariffs might scare shoppers. Have they scared CEOs?

Executives are talking a lot about tariffs, but little about a recession. Adobe, Oracle and more retailers report during the week.
MarketWatch - Mar. 9
Consumer sentiment plunges on worries about tariffs and inflation

Long-term inflation expectations jumped in March, showing intensifying consumer worries about President Trump's trade wars.
CBS News - 2d
Consumer sentiment falls to a 29-month low. Uncertainty rises due to tariffs and Trump tumult.

A burst of optimism after Donald Trump won the presidential election has evaporated. Americans worry about rising inflation due to the president’s tariffs, a new survey shows, and they are put off ...
MarketWatch - 2d
Consumer sentiment slumps in March to lowest since 2022 as Trump tariffs spark more inflation worries

The University of Michigan's Survey of Consumers was expected to show a reading of 63.2 for March.
CNBC - 2d
Treasury yields rise as expectations for more inflation increase

U.S. Treasury yields rose on Friday as investors awaited consumer sentiment data and were relieved after tame inflation data this week.
CNBC - 2d
Bond rally fizzles despite cool CPI inflation reading. What that says about investors.

A fleeting reaction to a cooler-than-expected February inflation reading on Wednesday is a signal that investors are consumed by recession fears.
MarketWatch - 4d
U.S. consumers are starting to crack as tariffs add to inflation, recession concerns

Airline and retail executives are bracing for a slowdown in demand amid concerns tariffs will cut down consumer spending.
CNBC - 2d
Egg prices are falling, with a dozen now less than $5

After surging for much of the year, egg prices have declined sharply over the past week as consumers pulled back on purchases, allowing supplies to resettle at more normal volumes.
NBC News - 2d
U.S. Consumer Sentiment Drops as Inflation Anxiety Soars

A new survey from the University of Michigan shows Americans bracing for economic pain as tariffs and policy uncertainty bite.
The New York Times - 2d

As consumers fret, executives have been talking a little less about inflation — and more about this

Topics

Related

Inflation and tariffs might scare shoppers. Have they scared CEOs?

Consumer sentiment plunges on worries about tariffs and inflation

Consumer sentiment falls to a 29-month low. Uncertainty rises due to tariffs and Trump tumult.

Consumer sentiment slumps in March to lowest since 2022 as Trump tariffs spark more inflation worries

Treasury yields rise as expectations for more inflation increase

Bond rally fizzles despite cool CPI inflation reading. What that says about investors.

U.S. consumers are starting to crack as tariffs add to inflation, recession concerns

Egg prices are falling, with a dozen now less than $5

U.S. Consumer Sentiment Drops as Inflation Anxiety Soars

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