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The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
参加 June 2015
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US consumers are planning to cut back on spending: The proportion of consumers planning to spend more on restaurants, bars, and take out over the next 6 months fell -2 percentage points in August, to ~24.5%, the 2nd-lowest since September 2025. US consumers expecting to spend more on health care services fell -3 percentage points in August, to ~19.5%, the lowest since September 2025. This also marks the steepest monthly decline among the top 5 categories tracked by the Conference Board's Consumer Confidence Survey. At the same time, just ~21.5% of consumers now expect to spend more on beauty and personal care, down -1 percentage point from July and the lowest level since November 2025. Furthermore, ~22.0% of consumers expect to spend more on streaming, internet, and mobile services, down -1 percentage point from the prior month, the 2nd-lowest since November 2025. Consumers are pulling back on spending plans.
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