Real Time Consumer Confidence Deteriorating
- Recent Occam data has been showing rising consumer worries over tariff uncertainties and stubborn inflation (tariff report available upon request).
- Occam’s University of Michigan Consumer Sentiment Nowcast – a real time pulse of consumer sentiment – has deteriorated since the start of the year, with a sharper drop since late January (chart below).
- The University of Michigan’s official February data, released on Friday, corroborated Occam’s real‐time findings by showing a rapid decline from January. Meanwhile, Walmart’s weaker-than-expected guidance underscores consumer cautiousness.
- Unlike monthly or less frequent indicators, Occam’s Nowcast provides real time insights into shifting consumer sentiment. Become a subscriber today to access Occam’s sentiment indexes and and stay ahead of market trends.
