Good Vibes, Bad Market? | S2 E064 | 07-29-25

Markets with Megan: A Quick Financial Markets Update · Jul 29, 2025 · 3m · transcript

Consumer confidence is rising—and so are Americans’ expectations for their financial future. In this episode of Markets with Megan, Megan covers the Conference Board’s July Consumer Confidence Report, which shows:

✅ Expectations hit a 5-month high

✅ Income confidence at a YTD high

✅ Inflation expectations drift lower to 5.8%

✅ Labor market outlook softens

✅ Markets down despite upbeat sentiment

So what’s behind the optimism? From tariff progress to a potential tax bill and strong economic data, consumers are feeling better about what’s ahead—even as the job market softens and stocks face…