Good Vibes, Bad Market? | S2 E064 | 07-29-25
Consumer confidence is rising—and so are Americans’ expectations for their financial future. In this episode of Markets with Megan, Megan covers the Conference Board’s July Consumer Confidence Report, which shows:
✅ Expectations hit a 5-month high
✅ Income confidence at a YTD high
✅ Inflation expectations drift lower to 5.8%
✅ Labor market outlook softens
✅ Markets down despite upbeat sentiment
So what’s behind the optimism? From tariff progress to a potential tax bill and strong economic data, consumers are feeling better about what’s ahead—even as the job market softens and stocks face valuation pressure.
👀 Coming tomorrow: GDP preview + Fed meeting analysis
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