From someone on Twitter/X who has a very good grasp on the fundamentals:
The only thing keeping GDP from imploding is a 6% budget deficit - "The consumer is strong".
All coming to an end now its just a matter of can they keep it up until the election? IMO I don't think they can I think the first major leg down starts prior. But remember bulls when the music does stop and all the chairs are gone, at least the money itself is safe! It just doesn't belong to you anymore:
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