The Consumer Cushion Is Almost Gone | Weekly Roundup

Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control.

This week, we unpack the AI-driven melt-up in equities, the hidden stress building across Main Street, and why hyperscaler debt, derivatives mania, and rising bond yields are creating an increasingly unstable macro backdrop.

We also explore the consumer slowdown, Nvidia selling chips to China, tariff reversals, retail speculation, energy inflation, Fed paralysis, and the growing disconnect between capital markets and the real economy. Enjoy!

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