Decoupling Of The Consumer Sector
Featured Presentation from Gold’s Perfect Storm Is Here (recorded on Oct 16, 2025)
In this short video, from Gold’s Perfect Storm Is Here, recorded on October 16, 2025, Samantha LaDuc discusses the growing cracks in the consumer lending sector and what they reveal about the broader economy.
She explains how Wall Street’s resilience contrasts sharply with Main Street’s slowdown, as job growth revisions and falling disposable income expose hidden weakness beneath the surface.
Samantha warns that while the Fed remains trapped between inflation risks and a weakening labor market, policymakers are propping up markets through fiscal dominance and intervention to avoid political fallout.
She highlights how this K-shaped economy benefits top earners and asset holders, while consumer stress continues to build—setting the stage for the next credit down cycle.