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Soft Sentiment Vs. Resilient Data -- Which Way Will Macro Surprise?

Source: SeekingAlpha

2025-10-27 13:37:00 ET

The U.S. economy today has two stories to tell. Both consumer and business sentiment look gloomy, though the data continue to indicate solid economic growth. Surveys signal mounting anxiety over inflation and job security even as hard gauges — employment, G.D.P., spending — still register resilience. That dissonance has left investors and policymakers wondering whether the pessimism is premature or prescient....

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Soft Sentiment Vs. Resilient Data -- Which Way Will Macro Surprise?
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