(https://www.marketwatch.com/story/social-security-says-its-handling-disability-claims-better-but-it-may-just-be-pushing-more-people-away-413a6b61?mod=mw_rss_topstories) while the tape celebrates CPI hitting 3.5%. But here's the problem: disability claimants are a crucial consumer cohort for retailers like Walmart and Costco—they're the stable, benefit-fed middle-income base that doesn't trade down in recessions.

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