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Stagflation Warning: Hot CPI Meets Record-Low Consumer Sentiment

April 17, 2026April 15, 2026 by Bruno

U.S. CPI surged 3.3% annually in March 2026—its biggest monthly jump since 2022—while consumer sentiment crashed to an all-time low of 47.6. Here’s what the double bind means for markets.

Categories Economy & Macro Tags capital markets, consumer sentiment, economic outlook, federal reserve, inflation, stagflation Leave a comment

Consumer Confidence Hits 70-Year Low: The Stock Market Impact

April 11, 2026 by Bruno

U.S. consumer sentiment has sunk to its lowest point in 70 years amid war, energy inflation, and stagflation fears. Here’s which stocks face headwinds — and which benefit.

Categories Stock Market Tags consumer discretionary, consumer sentiment, inflation, recession risk, stock market Leave a comment

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