October 2, 2025
A Tale of Two Economies
- Amid a backdrop of economic uncertainty, the U.S. high-end consumer has demonstrated remarkable resilience.
- To gauge public sentiment toward major purchases, Occam interviews Americans to determine whether they believe now is a good or bad time to buy major household items. The results reveal a pronounced divide by income level. Earlier in the year, tariff-related uncertainty dampened confidence across all households. More recently, however, those earning over $100,000 have shown a marked increase in their interest in significant purchases. While individuals earning less than $100,000 remain cautious about large expenditures, higher-income consumers now view the current environment as the most favorable time for a major purchase since early 2021.
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