Economy
Are Consumers Still Spending?
March 19, 2025
Monday's retail sales report was disappointing, adding to concerns of a growth slowdown in the United States. Is this a legitimate concern? Are consumers still spending?
Monday's retail sales report was disappointing, adding to concerns of a growth slowdown in the United States. Is this a legitimate concern? Are consumers still spending?
Today's topics include the meeting before the meeting, what to watch for in the Fed's dot plots, will the Fed slow the pace of QT?, different inflation expectations, stock market vigilantes, the decline of U.S. exceptionalism, the wealth effect & consumer spending, and big inflows into short-term treasury funds
Jim Bianco joins Fox Business to discuss "Uncertainty," Health of the Consumer & No Landing with Charles Payne.
If effective, Trump's new policy against the Houthis could open the Red Sea, impact shipping costs, and lower inflation.
Today's topics include the Fed attempts to separate tariff signal from noise, an eye on the repo market, more on job switchers, gold powers higher, corrections vs. bear markets, small cap stocks as a recessionary indicator, fund manager sentiment shifted quickly, and tariff headlines
Trump is not interested in tweaking the current status quo. His agenda is a realignment of the world order. This has been accompanied by heightened uncertainty and volatile markets.
Trump's recent policies, especially tariffs, have roiled markets. Will the drop in risk markets force him to change course? It all depends on whether he maintains public support.
The Commitment of Traders report gauges position changes among different types of market participants.
Today's topics include options market signaling a bottom?, irrational exuberance?, characteristics of the labor market, Europe's natural gas problem continues, crude oil supply, China's desire to foster a consumption economy, how to hide your trades, and Mag Seven stocks still not exactly cheap