(https://www.marketwatch.com/story/americans-are-spending-plenty-but-theyre-saving-much-less-ffb995d2?mod=mw_rss_topstories) — this is the exact opposite of what the earnings whisper network wants you to believe. Q2 GDP came in at 1.5% while households are burning through savings to maintain consumption. That's not resilience. That's leverage dressed up as strength.

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