{"id":21841,"date":"2025-02-28T11:18:29","date_gmt":"2025-02-28T10:18:29","guid":{"rendered":"https:\/\/latribune.lazardfreresgestion.fr\/?p=21841"},"modified":"2025-02-28T11:18:29","modified_gmt":"2025-02-28T10:18:29","slug":"us-inflation-fears-resurface-among-consumers","status":"publish","type":"post","link":"https:\/\/latribune.lazardfreresgestion.fr\/en\/us-inflation-fears-resurface-among-consumers\/","title":{"rendered":"US inflation: fears resurface among consumers"},"content":{"rendered":"<h2>Chart of the Week<\/h2>\n<p>The Conference Board\u2019s Consumer Confidence Survey includes questions on inflation expectations. In February, following a sharp decline since 2022, the survey revealed that consumers expect price rises to reach 6% over the next 12 months.<\/p>\n<p>This finding is consistent with data from the latest University of Michigan Consumer Sentiment Survey where short-run (+4.3% one-year forward) and longer-run (+3.5%) expectations increased. Noteworthy is that partisan bias tends to influence inflation expectations. In recent months, Democrats have perceived inflation as set to surge while Republicans expect a sharp fall. For independent voters, inflation will increase.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-21842\" src=\"https:\/\/latribune.lazardfreresgestion.fr\/wp-content\/uploads\/2025\/02\/Capture-decran-2025-02-28-111749-300x124.jpg\" alt=\"\" width=\"931\" height=\"385\" srcset=\"https:\/\/latribune.lazardfreresgestion.fr\/wp-content\/uploads\/2025\/02\/Capture-decran-2025-02-28-111749-300x124.jpg 300w, https:\/\/latribune.lazardfreresgestion.fr\/wp-content\/uploads\/2025\/02\/Capture-decran-2025-02-28-111749-1024x422.jpg 1024w\" sizes=\"auto, (max-width: 931px) 100vw, 931px\" \/><\/p>\n<h3><b>OUR <\/b><b>ANALYSIS<\/b><\/h3>\n<p>In terms of corporate fundamentals, small-cap companies often face tighter credit conditions and have access to fewer financing sources than larger-cap companies. Small caps are more reliant on floating-rate debt, meaning that high interest rates can significantly increase their financing cost and that the current backdrop of falling interest rates should work in their favour.<\/p>\n<p>In terms of stock market performance, small caps are typically more sensitive to macroeconomic change than larger-cap stocks. Lower interest rates should revive eurozone growth and boost business confidence for the year ahead. We also believe that a rise in the purchasing managers\u2019 index, especially manufacturing, would attract inflows to small and mid-cap funds and help to lift performance in the segment.<\/p>\n<p>***<\/p>\n<p>Written on 28 February 2025. This is not an investment advice. Opinions subject to change.<\/p>\n<p>See also: <a href=\"https:\/\/latribune.lazardfreresgestion.fr\/en\/united-states-is-it-possible-to-reduce-federal-spending\/\">https:\/\/latribune.lazardfreresgestion.fr\/en\/united-states-is-it-possible-to-reduce-federal-spending\/<\/a><\/p>\n<p>This document is not pre-contractual or contractual in nature. It is provided for information purposes. The analyses and descriptions contained in this document shall not be interpreted as being advice or recommendations on the part of Lazard Fr\u00e8res Gestion SAS. This document does not constitute an offer or invitation to purchase or sell, nor an encouragement to invest. This document is the intellectual property of Lazard Fr\u00e8res Gestion SAS. LAZARD FRERES GESTION \u2013 a simplified joint stock company with share capital of \u20ac14,487,500 \u2013 Paris Trade and Companies Registry No. 352 213 599. 25, RUE DE COURCELLES \u2013 75008 PARIS, FRANCE<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chart of the Week The Conference Board\u2019s Consumer Confidence Survey includes questions on inflation expectations. In February, following a sharp&hellip; <\/p>\n","protected":false},"author":101016,"featured_media":21522,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[148],"tags":[1931,2241],"class_list":["post-21841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chart-of-the-week","tag-ecb","tag-small-caps-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>US inflation: fears resurface among consumers<\/title>\n<meta name=\"description\" content=\"The Conference Board\u2019s Consumer Confidence Survey includes questions on inflation expectations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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