64% of American families believe a recession is likely, even as the stock market rallies to multi-week highs. In this Wall Street Truthbomb, Mark Malek breaks down the University of Michigan Consumer Sentiment data, why the gap between Wall Street euphoria and Main Street reality is flashing a major warning signal, and what investors need to watch next in consumer spending, earnings guidance, gas prices, inflation expectations, and Fed policy.

Wall Street may be pricing in a soft landing, lower oil, rate cuts, and relief from geopolitical risk — but consumers are telling a very different story. When sentiment falls near recessionary levels and households start cutting back on travel, restaurants, entertainment, and major purchases, that becomes more than a feeling. It becomes an economic force.

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