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From the Analyst's Desk: The Resilient Consumer

From the Analyst's Desk: The Resilient Consumer

As 2026 unfolds, consumer spending remains a key driver of growth, with mixed signals across income groups and new tax policies shaping household budgets. What might these shifting policies and trends mean for spending this year?

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¹ Source: Alternative Investments 2024: Eight Themes Steadying the Path of the 60/40 Portfolio p. 14

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