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Small Business Optimism Falls to Lowest Since October 2024

Rising fuel and input costs from the war with Iran are driving owners to raise prices because they face higher uncertainty and tighter margins.

Overview

  • The National Federation of Independent Business report released June 9 shows its Small Business Optimism Index slipped to 95.3 for May, the weakest reading since October 2024.
  • The NFIB uncertainty index climbed to 91, well above its 52‑year average of 68, and the group said much of that uncertainty stems from the U.S.-Israeli war with Iran disrupting oil and commodity flows.
  • A larger share of owners are passing costs to customers: 36% reported already raising prices and 34% plan to raise prices in the next three months, the highest readings in several years.
  • Small firms are pulling back on growth plans with only 9% saying they plan to create jobs in the next three months and just 16% planning capital outlays, even as the government reported strong May payroll gains driven mainly by leisure, hospitality and local government hires.
  • Economists polled by Reuters expect a sharp pickup in the May Consumer Price Index, a development that would reinforce Main Street price pressures and could translate into higher costs for consumers and tighter margins for small employers.