As tariff deadlines kick in and debt delinquencies build, keep an eye on next month’s Fed meeting—with the central bank likely to focus on consumer stress as much as inflation. If student loan or mortgage defaults jump, expect renewed rate cut speculation. Meanwhile, watch for real-world price hikes as the impact of new tariffs hits store shelves and corporate bottom lines. The question for the second half: can U.S. consumers and the bull market power through rising headwinds, or is reckoning on the horizon?
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