U.S. sentiment "barely changed" month over month according to Tsvetta Kaleynska. She says travel was one of the only 2 positive sectors she tracks, alongside A.I. themes, but overall paints a negative to muted picture for the present state of the U.S. consumer. She does caution that A.I. also was a main detractor in personal jobs and personal finances, as consumers stated fears over A.I. job replacement.
Morning Movers
01 Aug 2025
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