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Trading Global Macro Podcast – Ep. 23

In this episode of the Trading Global Macro Podcast, John Kicklighter and Matt Weller examine the growing divergence between Wall Street and Main Street. With the S&P 500 hitting record highs while consumer sentiment falls to historic lows, they break down the drivers behind this disconnect, including corporate profitability, pricing power, and consumer pressures.

The discussion explores whether this gap is sustainable, what factors could force convergence, and how traders and investors should interpret conflicting signals in today’s macro environment. Other general topics include:

🔷 S&P 500 at record highs vs. University of Michigan consumer sentiment at record lows

🔷 Why corporate earnings remain strong despite macro uncertainty

🔷 How companies are passing costs (tariffs, fuel) onto consumers

🔷 The role of AI in boosting efficiency while increasing consumer anxiety

🔷 Limitations and distortions in consumer sentiment surveys

🔷 Why Wall Street and Main Street must eventually converge

Be sure to like, subscribe, and follow for weekly insights into the global forces driving FX, equities, commodities, interest rates, and more.

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