Growth and Jobs: Resilient Data
Yesterday, the Commerce Department’s final revision showed the U.S. economy expanded at an annualized 3.8% pace in Q2 — a material upgrade from earlier estimates and evidence of ...
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Tariffs Re‑Ignite Price Risk
Yesterday, the White House unveiled a fresh slate of import levies that could lift consumer costs in targeted categories and add noise to inflation readings. The administration announced new tariffs ...
Stocks Tick Higher After PCE
Today, U.S. equities moved higher after the PCE report came in line with expectations and eased an immediate concern that inflation was accelerating again. The Dow Jones Industrial Average ...
PCE: Core Inflation Steady
Today, the Federal Reserve’s preferred gauge of consumer prices showed core Personal Consumption Expenditures held near recent levels, a result that keeps markets focused on the timing of further ...
H‑1B Fee Shock Hits IT
The White House proposed a $100,000 annual fee for each H‑1B visa, prompting multinationals to advise affected staff to avoid travel as details shake out. U.S. tech ...
US Backstop For Argentina?
U.S. Treasury Secretary Scott Bessent signaled that “all options” are on the table to stabilize Argentina, including potential loans to the central bank, direct FX support, and purchases of ...
Stocks Hover At Records
U.S. equities sit near all-time highs after a multi-day streak of record closes, while futures trade flat to slightly lower as investors gauge how durable the rally is. The ...
Macro Resilience, Policy Risks
The OECD lifted its outlook for global growth to 3.2% in 2025 (from 2.9%), with the U.S. raised to 1.8%. The upgrade underscores better-than-expected momentum in ...
France and Japan’s Political Storms Spill Over
The US isn’t the only economy facing turbulence. France is careening toward a government collapse, as fiscal crisis and record-high debt spark investor jitters and a likely fifth change ...
Tariffs Hit US Jobs, Rattle India’s Outlook
Much of today’s economic pain traces back to President Trump’s escalating trade war. As the US labor market stalls, high tariffs are squeezing both American manufacturers and key ...
Markets
P&L Picks
Markets Bet on Rate Cuts, Downplay Risks
Despite gloomy hiring figures, markets are still hanging tough—at least for now. US stock futures are holding close to recent highs as investors await this week’s crucial inflation ...
Economy
P&L Picks
US Jobs Engine Sputters, Signals Trouble
Is the American job market running out of steam? The latest jobs report shows the US added only 22,000 jobs in August, and the unemployment rate crept up to ...