University of Michigan Tag

Will Gas Prices Foreshadow Higher Inflation Expectations?

27 Apr, by Knowledge Leaders Team in Economy, News

Tomorrow, the University of Michigan’s Consumer Sentiment Survey will give us more information on US consumers’ inflation expectations. The survey respondents’ inflation expectations, as other analysts have pointed out, are highly correlated with gasoline prices, which rose in March by 3.7%. This survey, along with...

A Deep Dive into Consumer Confidence

04 Sep, by Steven Vannelli, CFA in Economy

In this mid-quarter special report, we do a deep dive into the University of Michigan survey and discern what it may mean for the vigor of the consumer moving forward, prospects for a recession and consequences for asset allocation. Download the slides here: A Deep Dive...