Wealth Effect
The $160 Trillion Tailwind: How the ‘Wealth Effect’ is Fueling a 2026 Consumer Resurgence
As of March 25, 2026, the U.S. economy continues to defy the gravity of "sticky" inflation, buoyed by a historic expansion of household net worth that began in 2024. Despite a Consumer Price Index (CPI) that has hovered around 2.4%, American consumers are showing unexpected resilience.