Things feel wary as low jobless claims clash with a lingering sense of household pessimism.

Today, the financial picture feels disconnected as CNBC reports Goldman Sachs economists see broader pessimism dragging down consumer sentiment, even as the U.S. Department of Labor notes jobless claims fell to a low 196,000. Over on r/Bogleheads, people are discussing this exact gap, pointing out how easy it is to focus on what feels broken. Despite the solid employment data, the overall mood remains wary.