Stephanie Guichard, Senior Economist, Global Indicators, at The Conference Board, analyzes July 2025 Consumer Confidence data, noting a slight uptick amid persistent caution driven by tariffs, inflation fears, and economic uncertainties, while highlighting no imminent recession but potential slowdowns in discretionary spending.*This video was recorded on August 14, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW STEPHANIE GUICHARD:X (@ConferenceBoard): https://x.com/ConferenceboardWebsite: https://www.conference-board.org/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:55 - Consumer Confidence numbers3:31 - How accurate has CCI been for spending?5:13 - Impact of trade wars on CCI and LEI8:56 - Recession signals and inflation expectations12:17 - Measuring inflation13:48 - Outlook on stocks15:21 - Consumer rates and spending concerns22:31 - Current Financial Situation and recession perception27:02 - CEO Confidence29:40 - Student loan debt32:45 - Macro-outlook and how often are consumers “right”?35:27 - Survey methodology#economy #investing #stockmarket
