Marketplace Consumer mood sours
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Feb 6, 2026 Joe Gonzalez, dancer and co-founder of Joe May Dance Theater, talks about running a dance company and balancing art with business. Shaffer Dyack, journalist at Notice, covers the removal of thousands of federal data sets and how that affects research and policy. They discuss consumer mood, investor shifts to staples, and the consequences of lost government data.
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K-Shaped Recovery Explains The Disconnect
- Heather Long describes a K-shaped economy where the top 20% drive spending while others tread water.
- That split helps explain strong GDP with weak hiring and uneven consumer experiences.
Big AI Spending Creates Economic Uncertainty
- Massive corporate AI spending announcements (roughly $600B) raise questions about sustainability and economic impact.
- Reporters wonder whether that capital will boost GDP but also how it filters to jobs.
Tariffs Could Reignite Price Pressures
- Courtney Brown notes companies may finally be passing costs from tariffs to consumers, risking stickier inflation.
- January is a common month for firms to reassess and raise prices, making near-term CPI readings key.