Consumer sentiment just dropped to a new six-month low, according to the University of Michigan’s consumer survey. But in this post-2020 world, how folks feel about the economy doesn’t always line up with how they spend. In this episode, we’ll dig into that disconnect and how it might affect holiday retail outcomes. Plus, the farm bill expires soon, community college students have trouble transferring credits to four-year institutions and not even the Federal Reserve knows exactly why long-term bond yields are so high.