Megan Horneman on Bloomberg TV

The labor market is currently experiencing some weakness, coupled with a noticeable pullback in consumer spending. Despite these challenges, U.S. stocks are positioned to continue their rally, reflecting investor optimism. However, there is a rising concern over credit card delinquencies, signaling potential financial strain among consumers. Amid these mixed signals, companies frequently discuss the impact of the Federal Reserve’s policies, highlighting its significant influence on economic conditions.