Data Drought Complicates Fed’s Next Move
On Friday, the Bureau of Labor Statistics said it will finally release the delayed September employment report next Thursday, Nov. 20, at 8:30 a.m. Eastern, ending a six-week
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Economy
Macro indicators, policy shifts, and economic forces shaping growth and inflation.
Tariff Reversals Aim At Grocery Prices
On Friday, President Donald Trump rolled back tariffs on more than 200 food products, including coffee, beef, bananas and orange juice, in an effort to address voter anger over high
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China’s slowdown turns broad-based
Friday’s October data from China showed the clearest sign yet that momentum in the world’s second-largest economy is fading on multiple fronts. Official figures and parallel reports from
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Tariff Threats Hinge on China
On Tuesday, U.S. Trade Representative Jamieson Greer said whether the White House presses forward with a proposed 100% tariff on Chinese imports will depend on Beijing’s next move,
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Trade Threats and China’s Response
Friday, President Trump announced a plan to raise tariffs — at one point threatening 100 percent duties — in retaliation for Beijing’s new controls on rare earth exports, sparking global market
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Tariff threat raises costs
On Friday, President Donald Trump warned on social media he is weighing a 100% tariffs hike on Chinese imports and new export controls after Beijing tightened rules on rare earths,
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GDP Revision Bolsters AI-Led Growth Case
NVDA -0.70%AMAT -2.71%TSM +1.42%Moves based on latest close • Data via Yahoo! Finance On Sept. 25, the Commerce Department’s final estimate revised second‑quarter
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Data Blackout Threatens Key Releases
Today, the federal government shutdown has put the release of the crucial monthly jobs report and other economic statistics at risk, potentially leaving markets and policymakers without official data for
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PCE: Inflation In Line
Friday, the Bureau of Economic Analysis reported the August Personal Consumption Expenditures price index rose 0.26% month‑over‑month and 2.7% year‑over‑year, roughly matching economist forecasts
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PCE Steady, GDP Revised Higher
Friday, the Bureau of Economic Analysis’ PCE release showed the Fed’s preferred inflation gauge rose 2.7% year‑over‑year in August, with the core PCE (ex food and
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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
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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
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