Why US Consumer Sentiment Is Falling Despite a Strong Economy

The US economy is growing, unemployment is low, and wages are rising — so why are American households feeling worse about their finances than at any point since July 2022? In this episode, Lucas and Luna dig into the New York Fed's latest Survey of Consumer Expectations, which shows a sharp drop in consumers' year-ahead outlook on household income and spending. They connect the data to the lag effect of inflation, the erosion of pandemic-era savings, and the psychological weight of higher interest rates. Using specific numbers — including the S&P 500's 2.4% weekly decline and the 10-year Treasury yield at 4.53% — they explain the disconnect between macroeconomic headlines and kitchen-table reality. A focused look at the gap between hard data and human sentiment, and what it signals for spending and growth in the second half of 2026. #ConsumerSentiment #NewYorkFed #Inflation #InterestRates #HouseholdFinances #USEconomy #S&P500 #TreasuryYields #ConsumerSpending #EconomicOutlook #SavingsRate #CostOfLiving #FedPolicy #LaborMarket #RecessionSignals #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo