Fundamental indicators like GDP and inflation rate shape American economic performance. But humans are moved by compelling stories — even in economics.
A healthy but uneven labor market
Income growth is strong, but largely it’s the highest earners who benefit. Lower-income workers face slower wage gains while absorbing more of the impact of inflation.
AI is driving stories, not results — for now
Surging AI investment has delivered tremendous stock market growth, but the narrative is not yet meeting economic reality. The promise of AI is real, but the timeline is still unclear.
Tariffs have consumers feeling the heat
Upside data shows nearly 80% of consumers say they’ve changed their habits because of tariffs— avoiding specific purchases or buying in bulk to stretch their budgets.