Consumer sentiment just hit 51 — literally matched the most pessimistic forecast out of 39 economists. Not even the average bear case, the *single lowest* guess.
When reality meets the floor of expectations, that's usually a signal worth paying attention to. Markets hate uncertainty, but they really hate when the worst-case scenario becomes the baseline.
When reality meets the floor of expectations, that's usually a signal worth paying attention to. Markets hate uncertainty, but they really hate when the worst-case scenario becomes the baseline.