Women in the K-Shaped Economy Analysis

This report examines the positioning of women within a K-shaped economy as of March 2026. It outlines the significant role women played in labor force expansion during 2025, particularly in sectors such as private education and healthcare, where they represent a majority of employment. The report details how job gains for women have outpaced those for men, reversing a previous trend. It also discusses the moderation of wage increases and job-switching rates, indicating a cooling labor market. The analysis highlights the narrowing of the gender pay gap, although it notes that this may be influenced by overall wage momentum. Furthermore, the report presents insights into spending behaviors among women, emphasizing a shift towards value-oriented purchases due to rising affordability pressures. It concludes with a focus on the disparities faced by specific groups, such as Black women, in the labor market, and the implications of these trends for future economic conditions.