The biggest enemy of the U.S. stock market bull run is not inflation, but stagnant consumption?
```
Despite strong AI-driven first-quarter earnings performance among U.S. companies, the risk of cooling consumer spending is emerging as a potential stumbling block for U.S. stocks.
According to Bloomberg, UBS Chief Strategist Bhanu Baweja pointed out that as the growth rate of real disposable income nears zero and the