Inflation isn’t killing consumer spending—it’s evolving it. Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants. American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices ... The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift