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Jay Mehta says resilient GDP and cooling PCE make a stronger case for a soft landing, but soft labor market internals and rising long-term yields create a core tension for investors. He sees consumer fatigue as the biggest risk and stresses selectivity as elevated yields pressure valuations. He remains positive on AI infrastructure, where revenue growth is building despite high discount rates.

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The Core Tension Between a Soft Landing and Consumer Fatigue

Schwab Network

The Core Tension Between a Soft Landing and Consumer Fatigue