This is a K-shaped consumer. The top is carrying the economy, and the tape rewards whoever sells to them. GDPNow says 5%. Companies are still jacking prices.

Growth can look hot and soup can still get more expensive in the same week.

Atlanta Fed now predicts real GDP of 5.1% in Q3. Yeesh

Being a net crude exporter is wild. pic.twitter.com/aFX1v8xmb9

— Latinx Adjacent Doctor PhD (@TonerousHyus) September 16, 2026

Companies are done eating higher costs.

Campbell's is raising prices on more than half its lineup. Clorox says its input bill jumps $200 million this year, double the usual. One power-parts maker hiked 10% to 21% this summer and said it will not absorb it anymore.

Watch… pic.twitter.com/5RNRAokIbw

— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 16, 2026

Atlanta Fed now predicts real GDP of 5.1% in Q3. Yeesh

Being a net crude exporter is wild. pic.twitter.com/aFX1v8xmb9

— Latinx Adjacent Doctor PhD (@TonerousHyus) September 16, 2026

Copper went vertical, and the run is stalling at the top.

It is up 15% this year to a record near $13,500 a ton, then flattened and slid about 5% this month on China and profit-taking. The AI and electrification shortage is structural. The positioning got crowded.

A parabola… pic.twitter.com/xE8ejUwA4h

— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 16, 2026

This is a clear message to President Trump to end the war.

I did not expect all 12 Fed Presidents to agree on a hike.

They know that 25bps won’t do much, but by being united in the decision, even the doves, they are telling the President that our mandate is to bring inflation… https://t.co/w48CAXJgAw

— amit (@amitisinvesting) September 16, 2026