Is the US consumer still strong?

In this discussion, Scott Feiler, a Consumer Sector Specialist at Goldman Sachs, teams up with Equities Sales Trader Mike Washington. They dive into the recent dip in consumer confidence, examining factors like election cycles and corporate trends. The pair highlights stark spending differences among various income groups and anticipates shifting habits in middle-income consumers. They also touch on holiday spending predictions and investor interests in consumer sub-sectors, including innovative stocks in housing and apparel.