Market topic · 2026-10-06
The U.S. Economy Has Grown for 77 Straight Months — So Why Does It Feel Like a Recession?
An economy can keep moving forward while households struggle to keep up. The Bureau of Economic Analysis offers a revealing example: Consumer spending rose 0.9% in August, but disposable income, adjusted for inflation, went nowhere.
Market response
See tape and rates board for confirmation; treat headline as a catalyst until price confirms.
Why it matters
Second-order: map to Fed path, oil/inflation, AI hardware, or credit/breadth before sizing risk.
SPY
From the AlphaShot daily brief · 2026-10-06.