What’s Weighing on U.S. Consumer Confidence?

Thoughts on the Market

Our analysts Arunima Sinha, Heather Berger and James Egan discuss the resilience of U.S. consumer spending, credit use and homeownership in light of the Trump administration’s policies.


Read more insights from Morgan Stanley. 

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Our analysts Arunima Sinha, Heather Berger and James Egan discuss the resilience of U.S. consumer spending, credit use and homeownership in light of the Trump administration’s policies.


Read more insights from Morgan Stanley. 

2025-04-01 9 min
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