Consumer spending resilience is not broad-based. It's largely driven by the top 10% of income earners (making over $275k), who now account for almost 50% of total spending. This is the only cohort whose spending has outpaced inflation since the pandemic, making the wider economy highly sensitive to their behavior.

While public demonstrations build community and raise awareness, they are less feared by power structures than economic withdrawal. In a system driven by consumption and market growth, the most disruptive act an individual can take is not adding their voice to a crowd, but subtracting their money from the economy.

For a consumer spending strike to impact the economy, it must mobilize the wealthiest 10% of Americans. This group accounts for half of all consumer spending and can easily reduce discretionary purchases. In contrast, the middle class has little room to cut essentials like rent and groceries, making them a less effective target for such actions.

The U.S. economy can no longer be analyzed as a single entity. It has split into two distinct economies: one for the thriving top tier (e.g., AI and tech) and another for the struggling bottom 60%. The entire system now depends on spending from the rich; if they stop, the economy collapses.

The top 10% of earners, who drive 50% of consumer spending, can slash discretionary purchases overnight based on stock market fluctuations. This makes the economy more volatile than one supported by the stable, non-discretionary spending of the middle class, creating systemic fragility.

Analysis reveals a heavy concentration of spending at the top: the highest decile of income earners is now responsible for 49.2% of all personal outlays. This makes the overall US economy highly dependent on the financial health and confidence of a very small, affluent segment of the population, increasing systemic risk.

Against an administration fixated on market performance, traditional protests are merely 'cinematic.' A coordinated economic strike—reducing spending on major companies like Apple and OpenAI—creates market pressure that forces a political response where moral outrage fails.

With the top 10% of earners accounting for half of all consumer spending, the U.S. economy has become dangerously top-heavy. This concentration creates systemic risk, as a stock market downturn or even a minor shift toward caution among this small group could trigger a sharp recession, with no offsetting demand from the rest of the population.

Aggregate US consumer strength is misleadingly propped up by the top 40% of upper-income households, whose spending is buoyed by appreciating assets. This masks weaknesses among lower- and middle-income groups who are more affected by inflation, creating a narrowly driven economic expansion.