Have U.S. Consumers Shaken Off Tariff Concerns?

Michelle Weaver, Morgan Stanley's U.S. thematic and equity strategist, discusses the evolving state of the U.S. consumer in light of mixed economic signals. The podcast uses data from a recent consumer survey to reveal that while inflation remains a top concern (though trending downward), political worries are increasing. Despite these concerns, consumer spending intentions remain relatively stable, with many planning major purchases and travel. The overall message suggests consumer resilience in the face of economic uncertainty.