Bob Elliott suggests consumer spending outlook remains weak for 2H25

Bob Elliott suggests consumer spending outlook remains weak for 2H25
@BobEUnlimited: Elliott on spending outlook

Bob Elliott questions the potential for a significant rebound in household spending for the second half of 2025.

He highlights that metrics adjusted for political party affiliations do not indicate any signs of improvement. Observing the trend, Elliott notes that these measures appear to be declining rather than strengthening, casting doubt on predictions for an economic upswing driven by consumer spending.

Elliott’s cautious stance aligns with his prior focus on the necessity to diversify hedge fund investments as a buffer against unpredictable market cycles. His previous examination of Jackson Hole policy implications and growth outlook further underscores the complex interplay between monetary policy and household sentiment, reinforcing skepticism toward forecasts of a robust consumer-led recovery in the near term.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.