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L’inflation reste une préoccupation. Les attentes à long terme augmentent pour rejoindre celles déjà élevées à court terme. Les tarifs et l’énergie demeurent au cœur des inquiétudes.
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Les intentions de dépenses reculent. Les ménages réduisent les achats discrétionnaires, vont moins au restaurant et cherchent des options moins chères.
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Les finances personnelles semblent un peu mieux. La hausse des actifs financiers contribue à cette amélioration, avec un risque perçu de défaut de paiement moins élevé et un accès au crédit plus facile.
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La confiance envers l’emploi remonte légèrement, mais demeure sous la moyenne de l’enquête. Les craintes de perte d’emploi augmentent aussi modestement.
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Environ la moitié anticipent une récession dans les 12 prochains mois. L’incertitude commerciale pousse notamment à reporter les achats importants.
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La confiance s’améliore au troisième trimestre, après le recul du trimestre précédent.
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Les perspectives de ventes sont plus favorables, tant sur le marché intérieur qu’à l’exportation.
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Les intentions d’investissement demeurent robustes, malgré l’incertitude économique.
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Les hausses anticipées des coûts et des prix de vente se modèrent. Les attentes d’inflation s’atténuent également, mais restent élevées.
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La rupture des négociations commerciales fragilise ce regain d’optimisme. Les réponses recueillies après cet événement indiquent des perspectives d’exportation et d’investissement moins favorables, avec davantage de pressions sur les coûts et les prix.
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