U.S. consumer sentiment hit 48.2 today. Lowest reading in the survey's nearly 80-year history. The S&P 500 hit an all-time high the same morning. These two numbers moved together for 70 years. They just stopped. The 48.2 print sits below the start of every U.S. recession since 1978. Below the 2008 financial crisis trough of 55. Below the COVID lockdown low of 71. Below the June 2022 inflation panic at 50. Below the early-1980 stagflation pit at 51.7. There is no historical comparison left to…