Weekly Strategy Perspectives -  Just the FAQs Part II – The Enigmatic Consumer

"I don’t know what the unemployment rate will be in 2028, but I guarantee you that 100 percent
of it is going to beblamed on AI by the American public and by lots of opportunistic politicians."

― Daron Acemoglu, Nobel-winning economist

The Through Line: Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers. The queries were plentiful – employment prospects, the status of balance sheets, willingness (and wherewithal) to sustain consumption, souring sentiment, the growing chasm between “haves” and “have-nots” and the impact of AI. This week’s piece unpacks “all the things” and aims to weave them back together into a coherent overview.

Click to Read: Weekly Strategy Perspectives -  Just the FAQs Part II – The Enigmatic Consumer