In this video, we explore the current state of American consumer spending and its impact on the economy. The mood among consumers is ambivalent, with mixed sentiments about the economy and personal finances. We discuss recent retail earnings, geopolitical influences, and the role of the Federal Reserve in shaping consumer behavior. Watch as we analyze trends from major retailers like Target, Estée Lauder, and Lowe's, and how their financial performances reflect broader economic shifts. We also examine the influences of tariffs, inflation, and policy uncertainty on consumer spending. Whether you're an investor, a business owner, or simply interested in understanding the economic landscape, this video provides valuable insights into the trends shaping consumer behavior in 2025.