I am really confused about the consumer

Group 1 - The market experienced volatility due to tariff fears related to Greenland, but recovered by the end of the week following positive speeches from President Trump and Nvidia CEO Jensen Huang at the World Economic Forum [2] - President Trump expressed optimism about the stock market potentially doubling this year, which is a notable statement from a sitting US president [3] - There are several catalysts that could positively impact the market, including a significant tax refund season and advancements in AI, but the US consumer's financial health is crucial for sustained growth [4] Group 2 - Procter & Gamble (P&G) reported mixed earnings results, with second fiscal quarter sales missing estimates in grooming, fabric care, and baby categories as consumers opted for cheaper private-label products [5] - Despite the sales miss, P&G beat earnings estimates and maintained its full-year outlook, indicating some resilience in its business [6] - The CFO of P&G noted that sales growth is occurring in the US and Europe, albeit at a slower pace [6]