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Kristina Hooper on a Fracturing Consumer and a K‑Shaped Recovery
Description
Kristina Hooper explains how a K‑shaped recovery is leaving lower‑income consumers under pressure as inflation, higher oil prices, and tariffs bite. She discusses why resilient spending at the high end is masking underlying stress and how the Federal Reserve may stay hawkish despite cracks in the labor market. As earnings season begins, Hooper warns that forward guidance—not past results—could challenge recent market optimism.
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