-
As of December 2025, UK and US retailers report mixed financial results amid subdued consumer confidence and economic uncertainty. Watches of Switzerland sees robust US demand and tariff relief, while Frasers Group faces UK sales declines despite international growth. Walmart raises forecasts on strong e-commerce and affluent shoppers. Target and home improvement chains report sales challenges, prompting investments and cautious outlooks.
-
Recent data shows consumer confidence declined slightly in October, with inflation remaining a major concern. Food prices, especially essentials like butter, continue to be high, reflecting ongoing inflation pressures. Despite easing headline inflation, prices for necessities stay elevated, impacting household budgets and political discourse.
-
Recent surveys indicate US consumer confidence has fallen to its lowest since April, driven by inflation, labor market concerns, and political uncertainty. Despite delayed official data, Americans report rising prices, especially in food and dining out, impacting spending and economic outlook. The Federal Reserve faces a delicate balancing act ahead of its rate decision.