In today's episode, we delve into the sharp decline in US consumer confidence, with a 27.1% drop from last year, and explore the Federal Reserve's decision to maintain interest rates amid economic uncertainty. We also examine the surge in global economic policy uncertainty driven by escalating trade tensions, and its impact on growth projections and financial markets. Join us as we discuss the implications for consumers, businesses, and policymakers navigating this complex economic...
In today's episode, we delve into the sharp decline in US consumer confidence, with a 27.1% drop from last year, and explore the Federal Reserve's decision to maintain interest rates amid economic uncertainty. We also examine the surge in global economic policy uncertainty driven by escalating trade tensions, and its impact on growth projections and financial markets. Join us as we discuss the implications for consumers, businesses, and policymakers navigating this complex economic landscape.
Sources:
https://www.ipsos.com/en-us/march-2025-lsegipsos-primary-consumer-sentiment-index
https://getfea.com/end-use/university-of-michigan-releases-preliminary-results-of-its-consumer-sentiment-index-for-march
https://thumbwind.com/2025/03/17/consumer-confidence-in-michigan/
https://www.cbsnews.com/news/consumer-sentiment-confidence-report-march-2025-tariffs-inflation-trump/
https://lipperalpha.refinitiv.com/reports/2025/03/consumer-confidence-continues-unsteady-start-to-2025-as-expectations-index-falls-sharply/
https://www.advisorperspectives.com/dshort/updates/2025/03/14/consumer-sentiment-sinks-to-lowest-level-since-2022
https://www.axios.com/2025/03/14/consumer-sentiment-march-plunge-inflation
https://www.retaildive.com/news/tariffs-trigger-plunge-consumer-sentiment-inflation-Trump-trade-Fed-Federal-Reserve-Powell/742733/
https://www.youtube.com/watch?v=mObpNmIv0Wo
https://www.seafoodsource.com/news/foodservice-retail/experts-see-worrisome-economic-indicators-in-the-u-s
https://www.federalreserve.gov/newsevents/pressreleases/monetary20250319a1.htm
https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-march-2025
https://mp.morningstar.com/en-us/articles/blt49b55f54e3648c8b/fed-holds-rates-steady-cuts-2025-growth-projection
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250319.pdf
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf
https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20250319.htm
https://www.visualcapitalist.com/global-economic-policy-uncertainty-1997-2025/
https://tradingeconomics.com/united-states/economic-policy-uncertainty-index-for-united-states-fed-data.html
https://www.centralbank.ie/news/article/quarterly-bulletin-2025-1---unprecedented-rise-in-policy-uncertainty-due-to-shift-in-geoeconomic-relationships
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf
https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20250319.htm
https://www.csis.org/analysis/policy-volatility-beckons-disorderly-economic-transition
https://en.macromicro.me/charts/26279/us-epu
https://www.spglobal.com/market-intelligence/en/news-insights/research/global-economic-outlook-march-2025
https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/03/OECD-IEO-03-2025/IEO-PPT-EN-march-2025.pdf
https://www.oecd.org/en/publications/oecd-economic-outlook-interim-report-march-2025_89af4857-en.html
https://www.fitchratings.com/research/sovereigns/world-growth-forecasts-cut-sharply-as-us-starts-global-trade-war-18-03-2025
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