Excess Savings Drained, Rising Debt Signal Trouble Ahead Despite Current Growth; Recession Could Flip REIT Bear Market

Pandemic-era excess savings have been depleted, reducing consumers' ability to keep spending. This has especially hurt "paycheck-to-paycheck" consumers.

Falling savings rates, soaring credit card debt, and a wave of retail theft signal economic trouble ahead.

Leading indicators like the yield curve inversion predict that a recession is still likely within the next year.

Though growth is holding up for now, the economy is losing steam and risks stalling out soon.

REITs could benefit from a recession due to falling interest rates, despite short-term challenges. A recession may turn the REIT bear market into a bull market.