"Economic uncertainty, the threat of tariffs and elevated construction costs pushed builder sentiment down in March," the group said. The homebuilders estimate tariffs will add $9,200 to the cost of a new home. Macy's says its customers, even at its upscale chains Bluemercury and Bloomingdale's, are feeling angst and its financial outlook this month reflects that. "I think the affluent customer that's shopping Macy's is just as uncertain and as confused and concerned by what's transpiring," Macy's CEO Tony Spring said at the time. Hiring has mostly held up and there are no signs that companies are laying off workers. As long as Americans have jobs, spending could remain resilient. But that is not assured. Dollar General CEO Todd Vasos said Thursday that the overall economic picture for his customers is not ideal and the company said it would close around 100 stores.