Americans still feel worse about the economy than at almost any point in modern history
Why now
Thesis: Sentiment gap versus data remains a market overhang
Catalyst to watch: Retail sales or confidence data surprises
Main risk: Sentiment improves and the signal fades
Why it matters
Persistently poor sentiment can restrain spending, weighing on consumer-facing earnings.
Related assets & topics
ConsumerRetailRecessionSources
- googlenews · news.google.com · 2026-09-25 14:58 UTC