Episode Details

This week, the Macrocast team is joined by frequent contributor John Dick of CivicScience to take the pulse of the U.S. consumer heading into the fall. The latest Economic Sentiment Index showed only a slight improvement, reflecting a consumer who is still unsettled. Americans feel conflicted about their own finances and the job market but remain downbeat on the broader economy. With inflation still weighing on household budgets, caution is creeping into decisions around major purchases, investments, and financial security.

The team also breaks down the latest inflation data and what it could mean for the Federal Reserve’s next move. They dig into the Treasury’s proposed bond buyback program and what it could signal for Washington’s fiscal posture and the national debt. The episode closes with a look at central-bank developments in Europe and Japan.

For more about the hosts, please see below:

FTP

Markets Policy Partners 

CivicScience