Part 3/8:
Concerns surrounding inflation and tariffs are increasingly shaping consumer sentiment. Recent feedback from a University of Michigan survey suggests that inflation expectations among consumers are growing. The Biden administration's rhetoric on tariffs could pose risks to businesses already grappling with slow sales and evolving consumer attitudes. There’s an emerging fear that tariffs may lead to higher prices, further unsettling consumer confidence. Investors are closely monitoring how these policies will manifest in company earnings and broader economic activity.