Published October 24, 2025
The article from Delta Research below discusses the odd intersection between consumer sentiment, labor markets, and stock prices. What is good for Wall Street right now might not be good for Main Street. (more…)
stock market valuations
Sour Consumers Presage Higher Stock Prices
Published June 6, 2025
While stock market valuations are clearly on the high side and there is no shortage of economic angst in the air, there is one indicator that is foretelling strong stock market gains ahead. Consumer sentiment has been tanking since the pandemic hit in early 2020. After recovering in 2023, sentiment has soured once again with the economic uncertainty of 2025. Delta Research recently posted a chart of consumer sentiment noting that a very low consumer sentiment reading leads to buoyant stock gains over the ensuing twelve months. Fueling this move in stocks could be an economy that holds up better than anticipated while inflation remains steady, giving the Fed room to lower interest rates. (more…)