K Shaped Economy Fracturing Under The Weight of Trump

[citygator]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

 

[1srelluc]

Futures are looking good this morning but I expect some profit taking from Friday's rally.

Oh wait, I was expected to comment on the OP's dumb-fuckery. I'll pass.

 

[Silent Warrior]

Futures are looking good this morning but I expect some profit taking from Friday's rally.

Oh wait, I was expected to comment on the OP's dumb-fuckery. I'll pass.

He was just using a lot of words he didn't understand to say "Duh, orange man bad."

 

[1srelluc]

He was just using a lot of words he didn't understand to say "Duh, orange man bad."

Yeah, I'm sort of surprised at the average 200+ point gains of today thus far.....Steady as she goes unless someone spooks them in the last 1.25 hour of trading.

 

[wamose]

Our economy is moving into uncharted territory and I wouldn't want anyone but Trump at the helm. He's the only politician capable of dealing with everything that's coming. Don't forget, Trumpy is Making America Great Again.

 

[drudge X]

The market is at all time high. Thanks Trump

 

[struth]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

View attachment 1177878

Nike is considered luxury to you? Anyway, if you could afford this stuff, you'd know that we aren't really buying clothing anymore. Things are so hot, we are spending it on experiences now, much more expensive....https://fashionunited.com/news/retail/luxury-market-growth-driven-by-experiences-and-emerging-markets/2025102168804

Luxury market growth driven by experiences and emerging markets​

The global luxury market is robust, projected to reach $1.5 trillion in 2025, driven by a shift towards experience-driven engagement and wellness.

The industry is currently undergoing a significant transformation, shifting from purely product-centric sales to experience-driven engagement, with "wellness, lifestyle and emotional resonance... emerging as new markers of status," notes Fflur Roberts, global insight manager for luxury goods at Euromonitor International.

Luxury spending overall is shifting towards experiential categories, as younger buyers increasingly seek unique experiences over products. Experiential luxury, including luxury travel and hospitality, was the fastest-growing segment, rising 8 percent in 2025 to reach 103 billion dollars.

 

[citygator]

Nike is considered luxury to you? Anyway, if you could afford this stuff, you'd know that we aren't really buying clothing anymore. Things are so hot, we are spending it on experiences now, much more expensive....https://fashionunited.com/news/retail/luxury-market-growth-driven-by-experiences-and-emerging-markets/2025102168804

Luxury market growth driven by experiences and emerging markets​

The global luxury market is robust, projected to reach $1.5 trillion in 2025, driven by a shift towards experience-driven engagement and wellness.

The industry is currently undergoing a significant transformation, shifting from purely product-centric sales to experience-driven engagement, with "wellness, lifestyle and emotional resonance... emerging as new markers of status," notes Fflur Roberts, global insight manager for luxury goods at Euromonitor International.

Luxury spending overall is shifting towards experiential categories, as younger buyers increasingly seek unique experiences over products. Experiential luxury, including luxury travel and hospitality, was the fastest-growing segment, rising 8 percent in 2025 to reach 103 billion dollars.

The market writer of that article considered Nike luxury.

There is an argument for experience vs goods but that has been going on in all tiers of goods, not just luxury. Particularly for the millennials. Regardless the luxury market has seen a new level of weakness. If all of Trump's economy rests on the wealthy, which it does, this wont be good.

 

[struth]

The market writer of that article considered Nike luxury.

There is an argument for experience vs goods but that has been going on in all tiers of goods, not just luxury. Particularly for the millennials. Regardless the luxury market has seen a new level of weakness. If all of Trump's economy rests on the wealthy, which it does, this wont be good.

I’m not surprised you think Nike is luxury, I’m also not surprised you were unaware of the trend in luxury spending.

I just showed where the market grew by 8 percent

You are way out of your league

 

[Woodznutz]

Nike is considered luxury to you? Anyway, if you could afford this stuff, you'd know that we aren't really buying clothing anymore. Things are so hot, we are spending it on experiences now, much more expensive....https://fashionunited.com/news/retail/luxury-market-growth-driven-by-experiences-and-emerging-markets/2025102168804

Luxury market growth driven by experiences and emerging markets​

The global luxury market is robust, projected to reach $1.5 trillion in 2025, driven by a shift towards experience-driven engagement and wellness.

The industry is currently undergoing a significant transformation, shifting from purely product-centric sales to experience-driven engagement, with "wellness, lifestyle and emotional resonance... emerging as new markers of status," notes Fflur Roberts, global insight manager for luxury goods at Euromonitor International.

Luxury spending overall is shifting towards experiential categories, as younger buyers increasingly seek unique experiences over products. Experiential luxury, including luxury travel and hospitality, was the fastest-growing segment, rising 8 percent in 2025 to reach 103 billion dollars.

I outspent myself this year on clothing, about $150 total.

1 pair of sneakers
2 sweatshirts
12 T-shirts
12 briefs
14 pr socks
1 pr khaki pants
1 new belt
1 winter cap

 

[Independent thinker]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

View attachment 1177878

Never heard of a K shaped economy until democrats made it up against Trump.

 

[citygator]

Never heard of a K shaped economy until democrats made it up against Trump.

Sadly for you the Truth is never on your side. Term was popular during the covid recover that went into Biden's time as well. However low wage salaries spiked in 2021 and no one mentioned it again.

From Google Trends

 

[trumptman]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

View attachment 1177878

Ivan the K, an anonymous Twitter (now X) user known as the self-appointed "Lead Independent Director of Finance Twitter," created the phrase "K-shaped economy" in 2020 during the COVID-19 pandemic. They introduced it as a counter to discussions about recoveries shaped like V, U, or L, highlighting how economic recovery would diverge sharply: upward for the wealthy and downward for lower-income groups, resembling the letter K. This idea, first shared in a tweet questioning why no one was discussing a "K recovery," quickly gained traction among economists and media, evolving into a key concept for describing growing inequality.While some later economists, like Peter Atwater, helped popularize the term through analysis and writing, the original coinage traces back to Ivan the K's post.

This is the origin of the phrase and concept of a "K shaped economy". It isn't a classic economic concept. It isn't something well known and "academic".

You're literally discussing old tweets like they are facts.

 

[Independent thinker]

Sadly for you the Truth is never on your side. Term was popular during the covid recover that went into Biden's time as well. However low wage salaries spiked in 2021 and no one mentioned it again.

From Google Trends

View attachment 1185824

So where are your posts blasting Biden for his K shaped economy? I’ll wait for your links but I’m not holding my breath.

 

[HikerGuy83]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

View attachment 1177878

Imagine that. Business cycles happen.

The entire basis of Macroeconomics.

 

[citygator]

This is the origin of the phrase and concept of a "K shaped economy". It isn't a classic economic concept. It isn't something well known and "academic".

Atwell (Wall street consultant and W&M adjunct professor) popularized it. He credited it to that user who sparked his thoughts. It is now a common term to describe diverging economies which has been a concept forever just without a cool tag-line name like it has now. Congrats on Googling 101. When you get to Googling 201 they will teach you to keep reading on.

You're literally discussing old tweets like they are facts.

No. I used internet mentions to show the timing of popularity. Try taking Reading 101 when you get through Googling 201

 

[Woodznutz]

Never heard of a K shaped economy until democrats made it up against Trump.

It's really more like and "X" shape, like an hourglass. Money trickles down to the bottom half from the top half, and just when the bottom half thinks they're making progress the hourglass is flipped and voila, the rich have all the money again.

 

[MarcATL]

Our economy is moving into uncharted territory and I wouldn't want anyone but Trump at the helm. He's the only politician capable of dealing with everything that's coming. Don't forget, Trumpy is Making America Great Again.

what's coming?

 

[Woodznutz]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

View attachment 1177878

I thought he had small hands.

 

[MarcATL]

As a leading economic indicator, a decrease in high-end luxury spending can be a canary in the coal mine for a recession especially in a K shaped economy (one where the wealthy are currently pulling the market forward). The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top luxury brand valuations. Many major players like LVMH, Kering (Gucci), Nike, Chanel, and Dior are seeing valuations are down, indicating a "structural demand problem."

Basically you drive the middle class and poor totally broke then the wealthy stop spending from the slow down fears and "presto"... you have a disastrous recession. When will Trump start embracing a free market?

https://www.cnbc.com/2025/10/23/k-shaped-spending-sectors-showing-bifurcation.html

Declining Consumer Demand Pulls Luxury Brand Valuations Down

The luxury market is experiencing a significant downturn, with Interbrand reporting a 5% drop in top brand valuations like Louis Vuitton and Gucci in 2025.

www.forbes.com

View attachment 1177878

As long as Trump's at the helmn, America's fucked!