Mitch's Mailbox

February 26th, 2025

Is Consumer Sentiment Slipping Again?

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Nicholas and Savannah R. from Denver, CO ask: Hey Mitch, we’re writing to ask if you think all the excitement and enthusiasm about the economy and markets is fading somewhat. It doesn’t feel quite like it did right after the election, and we saw a stat that consumer sentiment was falling again. Interested to hear your thoughts, thanks!

Mitch’s Response:

Good observation! We have indeed seen declines in measures of consumer and investor sentiment so far in 2025, which may have just been a bit of reset following some initial excitement about pro-growth and pro-business policies.

In February, the University of Michigan Index of Consumer Sentiment fell to 67.8—the lowest level observed since the April–June period of 2023 when measured as a three‐month moving average. My advice to you and other investors is to remember this is just a single data point and may not signal a lasting downturn in consumer confidence amid economic uncertainties. It could very well represent a temporary fluctuation driven by short-term factors, which course correct in coming months or quarters.1

How Stocks Deal with Uncertainty

The world is full of uncertainties, and troubling news can make it feel like the stock market is on the brink. But history proves the stock market has thicker skin than most investors. Stocks—and the U.S. economy—are resilient, always finding a way to bounce back when things seem bleak.

Want to know how the market has weathered past storms? Download our FREE guide, “Feeling Bearish? This is How Stocks Deal with Uncertainty2,” to discover how the market reacts to major historical events.

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There’s also investor sentiment to weigh. There’s been a significant shift in investor sentiment early in 2025 as compared to late 2024. At the end of last year, investors were largely optimistic as the uncertainty surrounding the election faded and expectations soared for a government that would favor business growth. According to an American Association of Individual Investors survey held just after the election, 49.8% were optimistic about returns in the next year while only 28.3% held a pessimistic view, with the remaining investors remaining neutral.

Fast forward to early February, and investors are starting to voice concerns over whether the new administration would meet the high expectations it had set. The most recent survey shows that bearish views have nearly doubled, with 47.3% of investors expressing caution, while bullish sentiment has dropped to just 28.4%. Basically, the inverse of what we saw just after the election.

Much like my comments regarding the shift in consumer sentiment, I think investors should be cautious not to read too much into these data points. But if I were to take any position on the rapid shift in investor sentiment to the negative, I’d say that it’s probably a good thing for equities on a forward-looking basis. History tells us that a healthy dose of pessimism could ultimately be good for markets, forming the basis for the so-called “wall of worry” that stocks love to climb.

I’d be far more concerned if the sentiment was overwhelmingly positive, as that would give way to excess risk-taking where valuation multiples no longer matter. Having skepticism in the markets about economic and earnings growth lowers overall expectations, which makes positive surprises more possible and perhaps even likely. And more often than not, that’s good news for stocks.   

In times like these, when sentiment shifts and headlines can cause panic, history provides clarity. By looking at how the market has responded to past volatility, investors gain valuable insight and peace of mind. Understanding these patterns can help keep the focus on long-term potential, rather than getting swept up in short-term fluctuations.

To help you navigate this, I recommend downloading our just-released guide, “Feeling Bearish? This is How Stocks Deal with Uncertainty3.” This guide highlights how the market has weathered significant historical events and how it can offer opportunities—even in uncertain times.

Disclosure

1 MSN. 2025. https://www.msn.com/en-us/money/markets/investors-haven-t-been-this-pessimistic-about-stocks-since-2023/ar-AA1zfoAB

2 ZIM may amend or rescind the “Feeling Bearish? This is How Stocks Deal with Uncertainty” guide for any reason and at ZIM’s discretion.

3 ZIM may amend or rescind the “Feeling Bearish? This is How Stocks Deal with Uncertainty” guide for any reason and at ZIM’s discretion.

DISCLOSURE

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals.

This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel. Publication and distribution of this article is not intended to create, and the information contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.

Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.

Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein.

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