Why Consumer Sentiment Is Falling Despite Strong GDP

Episode 40 of The Economic Forecast Podcast digs into the growing disconnect between solid GDP growth and sinking consumer sentiment. Lucas and Luna explore New York Fed survey data showing household financial worries at their highest since July 2022, even as GDP expands. They unpack the role of persistent inflation, the labor market's conflicting signals, and the recent VIX spike of 13.5 percent in a week. Using the latest data through June 9, 2026, they ask whether the economy is really as strong as the headline numbers suggest, or if consumers are sensing something the models are missing. A timely look at why the mood on Main Street and the data from Washington are drifting apart. #ConsumerSentiment #GDP #NewYorkFed #Inflation #LaborMarket #VIX #EconomicForecast #June2026 #HouseholdFinances #CoreCPI #JobOpenings #Unemployment #RealGDP #FOMC #RecessionWatch #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo