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The confidence rebound is encouraging, but a newer spending report shows why household demand still needs a cautious reading.
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Visa Direct’s rollout makes prefunding a real operating use case. The next question is the cost of moving money through the complete process.
CPI and the newer PCE release both show pressure on household budgets. The important question is how widely the shock spreads.
The IMF’s forecast still describes expansion, but energy exposure and concentrated technology investment make resilience increasingly uneven.