Credit card spending, warn notices, and company guidance point to a post-Taylor Swift hangover in 4Q, notes Vincent Deluard. He discusses if there will be consumer strength waning into 2024. He talks about how the fiscal impulse will be negative in 2024 and the construction sector should finally roll over. He highlights that companies will face a maturity cliff in 2025 and excess savings will be depleted. He then looks at construction labor and activity. Tune in to find out more about the stock market today.
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