According to @KobeissiLetter, 71% of U.S. consumers expect unemployment to rise over the next 12 months, marking the highest reading since the 1980s, having doubled in less than a year and now surpassing the 2008 peak (source: @KobeissiLetter). According to @KobeissiLetter, the perceived probability of job loss among consumers hit 23%, the second-highest in at least 15 years (source: @KobeissiLetter). According to @KobeissiLetter, such grim labor market sentiment has not been observed outside of a recession, indicating elevated macro downside risk that traders monitor closely (source: @KobeissiLetter). According to Coin Metrics, BTC and ETH tend to strengthen their correlation with equities during macro stress, implying potential volatility transmission into crypto when recession risk rises (source: Coin Metrics).

According to The Kobeissi Letter, the economy’s growing reliance on debt across necessities, tuition, housing, inflation management, and government coincides with consumer sentiment now below 2008 levels, pointing to mounting macro stress for risk assets and crypto liquidity (source: The Kobeissi Letter). The consumer sentiment reference aligns with the University of Michigan Surveys of Consumers, a key gauge traders track for demand and risk appetite shifts that can amplify equity and crypto volatility when readings deteriorate (source: University of Michigan Surveys of Consumers). For trading, elevated debt burdens and weak sentiment are typically read as risk-off—pressuring high-beta equities and tightening financial conditions that often weigh on BTC and ETH during periods of USD strength, widening credit spreads, and higher real yields (source: The Kobeissi Letter). Traders should closely monitor long-end Treasury yields, credit-card and auto-loan delinquency trends, and credit spreads as leading indicators of tightening liquidity transmission into crypto market funding and volatility (source: The Kobeissi Letter; source: Federal Reserve Bank of New York).

According to @ReutersBiz, global companies are accelerating layoffs as blue-chip firms including Amazon (AMZN), Nestle (NESN), and United Parcel Service (UPS) cut spending amid weakening consumer sentiment and increased job replacement via AI-driven automation. Source: @ReutersBiz. The report highlights workforce reductions and budget restraint across multiple sectors with AI-focused technology firms automating roles alongside demand softness, offering traders clear signals to monitor corporate guidance for cost controls. Source: @ReutersBiz. Named companies span e-commerce and cloud (Amazon), consumer staples (Nestle), and logistics (UPS), providing identifiable tickers for headline risk and spending updates. Source: @ReutersBiz. The report does not reference cryptocurrencies directly. Source: @ReutersBiz.

According to Fox News, Costco has introduced a new frozen strawberry lemonade, generating mixed reactions from members, with some describing it as 'too tart' (Fox News, June 8, 2025). Trading-oriented analysis suggests that while product launches like this can drive short-term consumer interest and boost foot traffic, the polarized reviews may impact overall sales performance. For stock traders, sentiment around product innovation at Costco is closely watched, as it can influence stock movement. Notably, any change in Costco's retail performance is tracked by crypto traders as a leading indicator for consumer spending trends, which can ripple into stablecoin and retail-focused token performance.

According to Omkar Godbole (@godbole17), Japan's consumer confidence is likely to decline in the coming months, which may present trading opportunities to short related instruments. While there is no direct consumer confidence futures market, traders often use Japanese equity indices such as the Nikkei 225 or sector-specific ETFs to express bearish views on consumer sentiment (source: @godbole17, June 2, 2025). Historically, a drop in Japanese consumer confidence leads to weaker performance in retail and discretionary stocks, which can indirectly influence cryptocurrency sentiment, especially among Japanese retail investors. Monitoring these trends can help crypto traders anticipate shifts in local trading flows and potential volatility in JPY-denominated crypto pairs.

According to The Kobeissi Letter, 67% of US consumers now expect higher unemployment over the next 12 months, marking the highest level since 2008. This figure has more than doubled in the past five months, surpassing expectations seen during the 1981-82, 1990-91, and 2001 recessions (source: The Kobeissi Letter, May 26, 2025). For crypto traders, heightened unemployment fears could drive increased volatility in both traditional and digital asset markets as investors seek alternative hedges such as Bitcoin and stablecoins. Close monitoring of macroeconomic indicators is advised, as shifts in consumer sentiment may influence liquidity and risk appetite in the cryptocurrency space.

According to Fox News and Kid Rock on Twitter, Kid Rock praised Donald Trump as the 'DEI destroyer', highlighting the decline of wokeness and referencing Bud Light's recent reckoning. The Bud Light backlash has led to a tangible drop in Anheuser-Busch InBev's stock price, which has contributed to increased volatility in related equities and crypto tokens tied to major consumer brands. Traders are closely watching consumer sentiment shifts, as the anti-woke movement could drive further price action in both traditional stocks and meme-related cryptocurrencies associated with popular brands. (Source: Fox News Twitter May 19, 2025)

According to The Kobeissi Letter, the Conference Board Leading Economic Index (LEI) fell by 0.7% month-over-month in March 2025, marking the largest decline since October 2023 and the fourth straight monthly drop. The report cites weakening US consumer sentiment and declining stock prices as the most significant negative contributors (source: The Kobeissi Letter, May 4, 2025). For traders, this persistent decline in the LEI signals rising economic headwinds and potential risk-off sentiment in both traditional and cryptocurrency markets. Monitoring risk assets and safe-haven flows is recommended as macroeconomic uncertainty may lead to increased volatility.

According to The Kobeissi Letter, US consumers' perceived likelihood of a recession in the next 12 months surged to 72% in April 2025, marking the highest level in two years (source: The Kobeissi Letter, May 4, 2025). Since November 2024, this figure has jumped by 8 percentage points, indicating rising economic uncertainty. For crypto traders, elevated recession expectations historically correlate with increased market volatility and potential upticks in safe-haven assets like Bitcoin and stablecoins. Monitoring consumer sentiment trends can help inform risk management and entry/exit points in digital asset trading.

According to Eleanor Terrett, the 'Recession Blonde Era' has concluded, signaling potential shifts in consumer sentiment which could influence cryptocurrency investment strategies. Analysts are watching for changes in market behaviors that could affect Bitcoin and Ethereum prices.

According to The Kobeissi Letter, consumer sentiment has fallen to its lowest levels since the 2022 bear market. This data does not yet reflect the impact of newly announced auto tariffs and upcoming 'Liberation Day' tariffs. Traders should be cautious as inflation is expected to rebound in March and April, potentially leading to further declines in sentiment. Source: The Kobeissi Letter.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months and a collapse in consumer sentiment. Such economic conditions are critical for traders to monitor as they may signal potential stagflation, impacting market volatility.

According to The Kobeissi Letter, long-term US inflation expectations have surged to 4.1%, the highest since 1993, leading to a significant impact on trading strategies. This surge has been accompanied by a $300+ billion trade deficit in just two months and a collapse in consumer sentiment, factors crucial for traders to consider. These developments suggest potential stagflation concerns, which could influence market volatility and trading decisions.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This significant rise is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months. These developments have also led to a collapse in consumer sentiment, raising concerns about potential stagflation. Traders should consider the implications of these inflationary pressures on market dynamics.

According to @KobeissiLetter, US long-term inflation expectations have surged to 4.1%, marking the highest level since 1993. This surge is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, contributing to a collapse in consumer sentiment. These developments are crucial for traders as they indicate potential stagflation, necessitating adjustments in trading strategies to mitigate risks associated with inflationary pressure and economic stagnation.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This significant rise is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months. Additionally, consumer sentiment has sharply declined. These factors are crucial for traders monitoring inflation impacts on market conditions and potential stagflation risks.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase is attributed to tariff front-running, resulting in a $300+ billion trade deficit over two months, significantly impacting consumer sentiment. These factors may indicate a potential rise in stagflation, which could influence trading strategies and market positions.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, impacting consumer sentiment negatively. Traders should consider the potential implications of stagflation on market volatility and investment strategies, as these economic indicators suggest increased economic pressure.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This rise is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, significantly impacting consumer sentiment. Traders should note the potential for stagflation, which could influence market dynamics and require strategic adjustments to portfolios.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase has significant implications for traders, as it may influence monetary policy and interest rate decisions, potentially impacting cryptocurrency and broader financial markets. The recent surge is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, coupled with a decline in consumer sentiment. These factors could signal the onset of stagflation, a challenging environment for market participants.