The U.S. stock market and economy are currently experiencing an unusual split, which could mean trouble is on the horizon…

There’s a significant gap between the Conference Board’s Consumer Confidence Index (CCI) and the University of Michigan’s Index of Consumer Sentiment (UMICS), which has historically preceded recessions. In the past, this has been a reliable recession indicator.

Factors contributing to these differing perspectives include disparities in stock and home ownership, varying impacts of interest rates, and contrasting employment reports. Investors are advised to recognize the validity of both perspectives to navigate these economic uncertainties effectively.