State of the Consumer: The K-Shaped Deep Dive
A transformative two-host summary of a deep-dive research report on the state of the US consumer (Oct 2026). Banks and card networks report resilient spending while consumer stocks warn of trouble — the verdict: a K-shaped consumer. Covers sentiment at historic lows, real wages, the debt and savings picture, gas prices, the choiceful shift to experiences, and what to watch next. Not investment advice.
The skinny
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