As K-Shaped Consumer Breakdown Widens, Bessent Points To Brighter 2026 At the start of the week, commenting on Black Friday sales figures, Goldman analyst Natasha de la Grense said there has been increased focus on the “K-shaped” economy. As outlined in our previous notes (here and here), this widening behavioral gap is becoming more pronounced among working-poor and high-income households. New data from Goldman analyst Ronnie Walker highlights the widening divide among consumers. He noted that lower-income households are weakening noticeably beneath the surface of otherwise solid aggregate retail trends. Walker pointed out that while overall sales growth and earnings-call… — Continue at ZeroHedge News : Read More
