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Walmart–Luxury Stock Gauge Nears 2008 Peak, Flagging U.S. Slowdown Risk

Economist Jim Paulsen says the surge reflects shoppers trading down in a sign of strain that could force easier policy.

Overview

  • The Walmart Recession Signal, which tracks Walmart versus the S&P Global Luxury Index, was reported Tuesday at its highest reading since 2008 as Walmart extended its outperformance.
  • Walmart shares are up about 11% this year while the luxury index is down roughly 15%, a gap Paulsen says shows consumers cutting discretionary buys and shifting to budget options.
  • Paulsen expects a marked slowdown rather than a 2026 recession, yet he warns that pressure is building fastest on lower- and middle-income households.
  • He links the gauge to later rises in unemployment and to fragility in private credit markets, raising the risk of job losses and tighter lending if stress spreads.
  • Recent drivers include a weak February jobs report, cost spikes tied to the Iran war, and sour sentiment, with Moody’s lifting 12‑month recession odds to 48.6% alongside higher estimates from Goldman Sachs and EY‑Parthenon.