THE COMPERIO MARKET BRIEF Monthly Market Commentary October 2026 Edition The U.S. Consumer: Resilient in Aggregate, Uneven Beneath the Surface Executive Summary The headline picture remains resilient, but the strength is not evenly shared. Measures of the aggregate U.S. household sector remain relatively strong. Household net worth stands near the upper end of its post-2000 range relative to disposable income, while the aggregate debt-service burden remains moderate. Consumer credit stress is elevated in several categories, but recent delinquency flows suggest…