Rebel Capitalist News CEOs Just Gave A Dire Warning About The Economy
Nov 26, 2025
CEOs are sounding alarm bells about the economy as consumer spending tightens, especially among the middle class. Retail giants report cautious behavior, with shoppers prioritizing essentials over luxury items. A concerning feedback loop between weakened demand and shrinking corporate profits is emerging. Meanwhile, high-end retailers are thriving, highlighting stark wealth disparities. Insights on shifting Fed policies and upcoming economic data offer a glimpse into what lies ahead for markets and consumers.
AI Snips
Chapters
Transcript
Episode notes
Middle Class Consumer Strain Is Rising
- Corporate reports show consumer strain has moved from low-income into the middle class, signaling broad spending weakness.
- George Gammon links this to squeezed purchasing power as prices outpace wages, reducing discretionary demand.
Retailers See Discretionary Demand Suffering
- Many retailers report discretionary demand under pressure and declining consumer confidence due to affordability and job worries.
- Gammon calls this a 'doom loop' where weaker consumer spending feeds into corporate profits and labor market deterioration.
Meta Glasses Example Of High-Price Buyers
- George Gammon recounts shopping at a mall and seeing high-priced Meta smart glasses nearly sold out at about $485.
- He uses this to explain why some cash-paying consumers adopt higher price points for hot tech items.