Consumer confidence just hit lows we haven’t seen since the Great Recession—yet spending holds steady and corporate profits keep climbing. Something doesn’t add up.

That gap raises a bigger question: are stocks overvalued, or is the sentiment data misleading? We break down both sides, including where the real risk is concentrated.

Q2 earnings season is also underway, and early results are giving investors reason for optimism.

Our free July 2026 Zacks Market Strategy Report1 gives you a clear read on the sentiment data, the market’s valuation risk, and what Q2 earnings are signaling.

Get your report now to learn more about:

  • How Do Americans Really Feel About the Economy?
  • Is the Sentiment Index Still a Reliable Signal?
  • U.S. Stock Market vs. Fundamentals
  • A Positive Outlook as Q2 Earnings Season Gets Underway
  • Bottom Line for Investors

If you have $500,000 or more, fill out the form to get your free guide today!

A Quick Word About Zacks

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