Episode
Consumer Sentiment and the Stock Market
- Podcast
- Notes on the Week Ahead
- Published
- Jul 6, 2026
- Duration seconds
- 721
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/notes-on-the-week-ahead-645171/episodes/consumer-sentiment-and-the-stock-market/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/notes-on-the-week-ahead-645171/consumer-sentiment-and-the-stock-market.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting aspects to this phenomenon, one is of particular relevance to investors. As we show on page 32 of the Guide to the Markets, peaks and troughs in consumer sentiment have, for many years, been powerful contra-indicators of stock market performance over the subsequent 12 months. However, does this relationship still hold, if the reason for weak sentiment is beyond the realm of a rational assessment of broad economic conditions?