Wall Street is partying hard right now with stocks at all-time highs.Unless a significant correction happens soon, the S&P will put in its third year of double-digit returns in a row.But pressures are building.The AI juggernaut, which is driving so much of the US economy and the market's rise these days, increasingly appears to be in bubble territory.While on the other hand, a large percentage of American consumers are increasingly struggling under the high cost of living.How will these pressures resolve in 2026?To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.

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