Episode Details

📉 Consumer Confidence Just Collapsed—And Inflation Expectations Are Skyrocketing

In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the University of Michigan’s preliminary consumer sentiment data for May, and the message is loud and clear: consumers are worried. REALLY worried.

🧠 Key highlights from the episode:
• Consumer expectations index plunges to the lowest level since 1980
• Current conditions sentiment hits lowest since June 2022
• Inflation expectations for 1 year spike to 7.3%, the highest since 1981
• Long-term inflation expectations rise to 4.6%—highest since 1991
• What this means for the Fed’s next move on interest rates

⚠️ This data signals a dangerous dynamic: a fearful consumer expecting inflation to worsen could unintentionally drive prices higher, forcing the Fed into a policy corner.

🎧 Like what you hear?
✅ Subscribe for weekly market breakdowns
🔔 Hit the bell to never miss an update
📤 Share this episode with your network

📚 Past episodes: https://marketswithmegan.FM

#ConsumerConfidence #InflationExpectations #UniversityOfMichigan #MarketsWithMegan #FedRateCuts #EconomicOutlook #InflationCrisis #RecessionWarning #MeganHorneman #FinancialPodcast #USEconomy #InterestRates #BondYields

https://youtu.be/I93mACiwA0E

Disclaimer:  material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks 
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance 
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any 
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...