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In February, the US Michigan consumer expectations index met forecasts, coming in at 56.6.
Consumer expectations hit 56.6 in February, exactly as forecast—no market shock. But the gloomy reading, weak retail sales, and sticky inflation hint Fed rate cuts, range trading, and retail downside risk. – vtmarketsmy.com
Written on February 20, 2026 at 9:11 pm
Categories: Live Updates
In February, University of Michigan one-year U.S. consumer inflation expectations came in at 3.4%, below the 3.5% forecast
Michigan’s February 1-year inflation expectation dipped to 3.4% vs 3.5%, extending disinflation. Markets now boost July rate-cut odds, favoring bonds, growth stocks, and a weaker dollar. – vtmarketsmy.com
Written on February 20, 2026 at 9:10 pm
Categories: Live Updates
In February, the University of Michigan’s five-year consumer inflation expectation was 3.3%, slightly below the 3.4% forecast.
Michigan’s 5-year inflation expectation slipped to 3.3% vs 3.4%, easing inflation fears. Markets now bet on Fed cuts by July, lifting stocks, lowering VIX, and pressuring the dollar. – vtmarketsmy.com
Written on February 20, 2026 at 9:10 pm
Categories: Live Updates
The US Michigan consumer sentiment index fell short of forecasts in February, coming in at 56.6 versus 57.3 expected
Consumer sentiment fell to 56.6, missing forecasts—an early red flag. Expect weaker spending, more volatility, and potentially a cautious Fed. Consider VIX calls, Treasury futures, and protective index puts. – vtmarketsmy.com
Written on February 20, 2026 at 8:11 pm
Categories: Live Updates
US private-sector growth slowed as February S&P Global PMIs fell, with manufacturing at 51.2 and services at 52.3
US business growth cooled in February: Composite PMI fell to 52.3 as manufacturing and services softened. Weaker demand, high prices, and weather raise volatility, boost rate-cut odds, and favor defensive, bond, and euro trades. – vtmarketsmy.com
Written on February 20, 2026 at 8:11 pm
Categories: Live Updates
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