FINWIRES · TerminalLIVE
FINWIRES

Consumer Confidence Logs Surprise Gain Despite High Gas Price Concerns, Conference Board Survey Shows

By

-- US consumer confidence unexpectedly rose in April amid an improvement in labor market perceptions, though there were concerns about elevated gasoline prices driven by the Middle East conflict, a survey by the Conference Board showed Tuesday.

The consumer confidence index moved up to 92.8 this month from March's upwardly revised reading of 92.2. The consensus was for an 89 print in a Bloomberg survey. The Conference Board said its survey ran from April 1 through April 22, a period that included a temporary two-week ceasefire in the Middle East conflict starting April 8.

"Consumer confidence edged up in April, but was overall little changed, despite material concern about rising gasoline prices as the war in the Middle East prompted a surge in Brent crude oil prices," Conference Board Chief Economist Dana Peterson said.

Consumer appraisals of current and expected business conditions fell this month, offset by "modest improvements" in perceptions of the labor market, both existing and projected, as well as income expectations, Peterson said.

Energy prices have surged following the US-Israel war with Iran that started at the end of February, with the crucial Strait of Hormuz effectively closed. The narrow waterway is the world's most important chokepoint for crude flows. The conflict paused following a recent ceasefire between the US and Iran and later between Israel and Lebanon.

US retail gasoline prices averaged $4.176 per gallon Tuesday, compared with $3.150 a year ago, according to data from AAA, a travel organization that tracks fuel prices in the country.

The present situation measure dropped 0.3 points sequentially to 123.8 in April, while the expectations component increased 1.2 points to 72.2, the Conference Board said.

Consumers' average and median one-year inflation expectations "ticked downward" this month, but remained elevated, according to the survey.

On Friday, a survey by the University of Michigan showed that US consumer sentiment this month improved from an initial April estimate, but remained at a record low as near-term inflation expectations logged the biggest monthly increase in a year.

Related Articles

Treasury

US Treasury Closing Levels

3:00 Tuesday vs 3:00 Monday2yr 99-26 vs 100-04; 3.842% vs 3.799%5yr 99-16+ vs 99-21+; 3.981% vs 3.947%10yr 98-06+ vs 98-10+; 4.351% vs 4.335%30yr 97-00 vs 96-31+; 4.941% vs 4.941%2/10 50.633 bps vs 53.307 bps5/30 95.813 bps vs 99.249 bps

Australia

Brown & Brown's Q1 Report Shows Organic Revenue Growth Under Continued Pressure, UBS Says

Brown & Brown's (BRO) Q1 report shows that the company's organic revenue growth continues to remain under pressure despite better than expected quarterly earnings per share and adjusted margins, UBS said in a note.The company's flat Q1 organic revenue growth was below UBS expectations of a 2% growth and consensus of 1.3%, UBS said on Monday. The metric further excluded $10 million in litigation related lost revenue, which was in-line with expectations, according to UBS.Looking ahead, Brown & Brown expects catastrophe property rates to continue to experience downward pressure in Q2, while economic growth should remain relatively stable, UBS said. The company's capital allocation will have a bias toward buybacks and paying down debt, while remaining active for specialty and smaller deals, UBS added.UBS maintained its neutral rating on the company's stock with an $81 price target.Shares of Brown & Brown were down over 6% in Tuesday trading.Price: $62.07, Change: $-4.06, Percent Change: -6.13%

$BRO
Australia

TD Cowen Raises Incyte Price Target to $124 From $123

Incyte (INCY) has an average rating of overweight and mean price target of $109.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $94.83, Change: $-0.89, Percent Change: -0.93%

$INCY