在一片“繁荣”下，密西根消费者信心指数已经来到了过去五十年(!)的最低点（见附图）。不服川普不行 …$摩根大通(JPM)$ ‘s Marianne Lake just said the quiet part out loud… “the bank's head of consumer and community banking (Lake) characterized the current economic environment as being "a little more fragile" while speaking at the Goldman Sachs 2025 Financial Services Conference. Lake also warned that people have been spending more than they