Customer Expectations Held Flat for Eleven Years. Patience Ran Out.
The American Customer Satisfaction Index read 76.1 in August 2026, the same score it held in 2015, so United States customer expectations have held flat for eleven years while complaints hit records and the variable that actually moved was tolerance.
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The 2026 Strategic Horizon: Capital Allocation in an Era of Physical Scarcity and Fiscal Dominance
As the 2023-2025 cycle concludes, market consensus suggests a fundamental regime change. The "high nominal growth" era is giving way to a period defined by shrinking cash yields, physical resource constraints, and aggressive industrial policy.
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