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Consumer Sentiment

July 23, 2026

Do Vibes Predict Recessions? What a New San Francisco Fed Paper Tells Us About Sentiment as an Early-Warning Signal

A new San Francisco Fed working paper puts a defensible number on the marginal recession-forecasting content of soft data. Continue reading

Economics & Finance, Society

Consumer Sentiment, Economic Forecasting, Federal Reserve, Recession

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Recent Posts

The Discount That Was Never Negotiated: What an Unhappy Workforce Actually Costs
Nine Companies Are Deploying AI. Eight Saw Margins Rise. Coincidence?
Pax Silica vs WAICO: Two Rival Blueprints for the AI Order, and What Actually Separates Them

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