According to The Kobeissi Letter, the share of consumers expecting higher stock prices over the next 12 months fell by 9.3 points in March to 37.4%, marking the lowest level in a year and the largest monthly decline since March 2020. Over the last four months, this percentage has dropped 19 points from a record high of 56.4%, indicating a significant shift in market sentiment.

According to The Kobeissi Letter, the percentage of consumers expecting higher stock prices over the next 12 months has fallen by 9.3 points in March, reaching 37.4%, the lowest level in a year. This represents the most significant monthly decline since March 2020. Over the past four months, the percentage has decreased by 19 points from a record high of 56.4%.

According to The Kobeissi Letter, US consumers expect inflation to rise to 6.0% over the next 12 months, marking the highest level since May 2023. Furthermore, the long-term inflation expectation over the next 5-10 years is projected at 3.9%, the highest in 30 years. These rising inflation expectations are likely to impact trading strategies, as investors may anticipate tighter monetary policies which could influence market volatility.

According to The Kobeissi Letter, US consumer sentiment has fallen sharply, with the consumer sentiment index dropping 6.4 points to 64.7 in February 2025, marking the lowest level since November 2023. Consumer expectations about the economy decreased by 5.3 points to 64, reaching a 16-month low, while the assessment of current economic conditions fell by 8.3 points.