What consumer spending, K-shaped economy means for 2026 earnings

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The Dow Jones and S&P 500 reached new record highs, driven by a 646-point surge in the Dow Jones. The conversation with Crossmark Global Investments highlights concerns about the US consumer and the K-shaped economy, which may impact 2026 earnings. Market analysts are optimistic about the current market performance.

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Market impact analysis based on bullish sentiment with 75% confidence.

Sentiment
Bullish
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75%

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The Dow Jones Industrial Average (^DJI) surged by 646 points (or 1.34%) in Thursday's session, while the S&P 500 (^GSPC) ticked slightly higher; both of the market averages pulled ahead to new record highs. Crossmark Global Investments Chief Market Strategist Victoria Fernandez sits down with Josh Lipton for a conversation about the state of the US consumer, pointing to softening economic data and the K-shaped economy and what it could all mean for earnings in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

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Original article published by Unknown on December 12, 2025.
Analysis and insights provided by AnalystMarkets AI.