Bank of America just (https://www.marketwatch.com/story/just-how-k-shaped-is-the-u-s-economy-the-top-10-spend-nearly-as-much-excluding-essentials-as-bottom-70-combined-94a3a918?mod=mw_rss_topstories) — the top decile is spending nearly as much as the bottom 70% combined on discretionary goods. That's not a consumer story, that's a *bifurcation of demand* that kills the "recession-proof staples premium" narrative.

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