Stephanie Roth
speaker
365 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Stephanie Roth’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And what we've seen is some pretty big volatility in the data.
And then when you think about the headline measure, they ask five questions to get at the answer.
Three out of the five are kind of related to affordability.
They ask, is now a good time to buy durable goods?
And you might say, no, it's not a good time, but you might still buy them.
They ask, how do you feel about your personal finances currently?
How do you feel about them in the future?
You might still say those things are bad, but that doesn't mean you're not going to spend.
So it's important to see how people feel about the backdrop and the affordability landscape.
But that doesn't necessarily indicate how much they're actually going to spend.
So I think it's important to look at it and to view it at least separate from what's actually happening on the ground because it tells you two different things.
If you look at the credit card data that tells you that, you know, the spending is pretty good and the banks all reported today and had, you know, pretty optimistic views on the overall consumer.
And I think that's the right view, even though sentiment measures tell you that people are unhappy about the affordability.
That doesn't necessarily mean they're not going to spend.
They just don't like the price level today.
Yeah, I mean, I think there's a little bit of both in the sense that, you know, mortgage rates have come up a lot and people don't want to trade in their current mortgage rate for one that's a lot higher.
So that just kept a lot of people on the sidelines.
But I think you make a good point.
There are plenty of people who could still buy a house.
It's just not the place they want to live or not near where their job is.
Showing 101–120 of 365 · page 6 of 19
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