1. This article nails it on inflation pressures, but I think it undersells the resilience in consumer spending. Look at Q1 retail sales: they rose 3.5% despite rising costs—shows people aren’t backing down just yet.

https://tysonvadd422.timeforchangecounselling.com/how-often-do-chemical-companies-actually-win-when-they-pivot-to-specialty-products

1. This article nails it on inflation pressures, but I think it undersells the resilience in consumer spending. Look at Q1 retail sales: they rose 3.5% despite rising costs—shows people aren’t backing down just yet. 2