The consumer economy in the West is becoming extremely uncomfortable for people with regular incomes, as evidenced by McDonald’s tumbling stock.

Sure, there’s a stock bubble, and yes, that leads to warm feelings in the bellies of investors (and people who write headlines about markets). But out here, where people make money by working, things look very different.

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If a consumer trend is hitting McDonald’s, the world’s most famous restaurant, it means that the trend is significant. The divergence between the consumer economy and the investor economy is showing up in McDonald’s stock price, as the…