Tariffs and Turmoil Cloud Data Quality
Are you reading the economic tea leaves or just looking at murky water? Beneath the cheery market action, trust in U.S. economic data is being tested. Ongoing budget and
Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
P&L Staff
Market Optimism Soars on Rate-Cut Bets
Why did Wall Street pop the champagne after a not-so-chilly inflation report? Stocks celebrated July’s tame CPI numbers, as traders saw them as opening the door wide for a
Inflation Feels Mild—But Is That Real?
Is the threat of inflation receding or just hitting snooze? The July Consumer Price Index came in at +0.2% for the month and +2.7% year-over-year, matching June'
Trade Policy Uncertainty Hits Both Sides of the Pacific
Can the trade truce hold—or just delay more pain? In a classic Friday-afternoon maneuver, President Trump extended the U.S.-China tariff pause by 90 days, just hours before
Markets Wobble as Rate Cut Hopes Clash With Stagflation Risk
Wall Street is giving off whiplash vibes as investors try to square sticky inflation, flagging consumer strength, and hopes for a September Federal Reserve rate cut. Stocks broadly slipped Monday,
Tariffs Fuel Sticky Inflation Jitters
Is inflation finally taking its toll—or are government policies just muddying the data? July's Consumer Price Index (CPI) is expected to show a 0.2% monthly rise
Tariff Storm: Switzerland’s Shock, China’s Soybean Tussle
Have tariff dominoes stopped falling, or just started? President Trump’s aggressive tariffs continue to upend global relationships—with some of the steepest fallout landing in unlikely places. Switzerland, long
Markets Race Ahead—But For How Long?
US equity markets are flirting with all-time highs, with the Nasdaq and S&P 500 closing on records despite macro headwinds and fresh tariff risks. The Dow Jones is
Global Labor Chill Hits UK Jobs Market
How are higher costs and uncertainty reshaping the UK's economic backdrop? The latest data spell out a cooling labor market in Britain, as three separate surveys show hiring
Corporate Winners and Sacrifices in the Trade Crossfire
Who benefits and who bleeds in a tariff-scarred world? For every Apple scoring policy carveouts, dozens of others are feeling the squeeze. * Tariff-sensitive firms: Companies in apparel, footwear, and cosmetics
Markets Teeter Between Resilience and Repricing
If tariffs are supposed to be bad for stocks, why are tech shares soaring even while the Dow sags? As tariffs took effect, the Dow dropped 0.5% and the
Tariffs Rewrite the Global Economic Playbook
How much can one policy shake up the global economy? With President Trump's new tariffs officially kicking in, the US effective tariff rate has soared above 18%—the