The Consumer Is Tapping Out

2025-04-11 08:10:00 ET

Summary

• The recent implementation of tariffs has the media buzzing about increased recession odds as the consumer faces potentially higher costs.
• While recent economic reports, like the latest employment report, still show robust growth, those data points run with a lag that hasn’t yet caught up with reality.
• Unless wage growth accelerates or interest rates decline meaningfully, the pressure on households will continue to mount.

The recent implementation of tariffs has the media buzzing about increased recession odds as the consumer faces potentially higher costs. While recent economic reports, like the latest employment report, still show robust growth, those data points run with a lag that hasn’t yet caught up with reality....

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