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Consumer sentiment getting further pinned down by the spike in gasoline prices
"Consumer spending is showing signs of slowing," per BI
Consumer agentic is NOT a "jizz on compute " trade.
Consumer prices have risen 3.4% from a year earlier, compared with 3.1% wage growth, per CNBC
Consumer sentiment is in the dumps despite a solid economy. Goldman Sachs blames 'lower happiness'
Consumers hit by one-two punch of oil and rates from Iran war. The estimated bill is $1,700 per household
Consumer AI spending is shifting: ChatGPT is losing share to Claude and Gemini. Claude’s share more than doubled from 7% to 19% over the past year, while Gemini rose from 12% to 18%. ChatGPT fell from 76% to 57%. And the consumer AI landscape is still evolving. Stay tuned for Muse data coming soon.
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Consumers’ expectations for higher inflation over the next year jumped in September, according to the latest @UMich survey, fueled by renewed concerns about gas prices and trade tensions
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Consumer Discretionary $XLY down 6 weeks in a row