US economic resilience is under the microscope. Headline growth is buoyed by AI investment & consumer spending, but the details reveal fragility: a trade surplus driven by a 517% surge in #gold exports, & growth concentrated in non-discretionary #healthcare spending. Meanwhile, a 10% dollar depreciation inflates figures & #tariffs are overwhelmingly paid by US households. The size of the #economy prevents a swift collapse, but the foundations are shifting. #Finance