Consumer Sentiment Hits Record Low Despite Strong Economy episode artwork

EPISODE · May 25, 2026 · 10 MIN

Consumer Sentiment Hits Record Low Despite Strong Economy

from The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy · host Fexingo

Consumer sentiment in the U.S. just hit a record low — even though the job market is solid, GDP is growing, and stocks are near all-time highs. Lucas and Luna dig into the disconnect, looking at how the Iran war is driving inflation fears, how the bond market is pricing in a Fed that's stuck, and why the average person isn't feeling the economic strength that the data shows. They break down what's really happening with prices at the grocery store, the gas pump, and in the housing market, and ask whether the Fed can do anything about it when the next move might actually have to be a cut, not a hike. Specific numbers and real examples throughout. #ConsumerSentiment #Inflation #FederalReserve #IranWar #BondMarket #GDP #JOLTS #LaborMarket #StockMarket #SmallCaps #YieldCurve #Economics #Business #FexingoBusiness #BusinessPodcast #MacroMemo #LucasAndLuna #FedPolicy Keep every episode free: buymeacoffee.com/fexingo

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Consumer Sentiment Hits Record Low Despite Strong Economy

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How long is this episode of The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy?

This episode is 10 minutes long.

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This episode was published on May 25, 2026.

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Consumer sentiment in the U.S. just hit a record low — even though the job market is solid, GDP is growing, and stocks are near all-time highs. Lucas and Luna dig into the disconnect, looking at how the Iran war is driving inflation fears, how the...

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