Sentiment Archives - The Big Picture

This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....

Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...

Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...

One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He...

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and...

I was chatting with my friend Pete Dominick last week, and he asked about consumer sentiment. I tossed out a few reasons...

Yesterday’s discussion on Sentiment generated a lot of interest. Some people agreed that echo crashes are a form of...

Something odd happens every time the economy slides into a recession: Consumer Sentiment takes a shellacking, recovers, and then...

Working from home on Friday, I head into the kitchen mid-morning to grab a cold beverage + snack. The small TV was left on,...

Consumer Sentiment vs. Stock Market Returns I am not a fan of most Sentiment readings. I don’t mean their current levels,...