Consumer Resilience Drives Market Records Despite Headwinds
Schwab Network · Schwab Network
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Show Notes
Markets are on a record tear, but beneath the surface, there are signs of consumer unease. Sarah Henry says despite strong employment numbers, like the 4.1% unemployment rate, and solid earnings, there are legitimate hard data concerns. Henry notes a potential 40-basis-point hit to GDP from tariffs, which could impact inventories for back-to-school and the holiday season, and says value-seeking consumers are here to stay, favoring private labels and companies with optimized supply chains.
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