What consumer spending, K-shaped economy means for 2026 earnings
Affected assets and topics
Why it matters
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.
Expected market reaction
Market impact analysis based on bullish sentiment with 75% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 21491
Original source
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.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on December 12, 2025. Analysis and insights provided by AnalystMarkets AI.
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