Macro indicators, policy shifts, and economic forces shaping growth and inflation.
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
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
Is the job market finally running out of steam, or just grinding through a rough patch? The latest wave of data offers little comfort: ADP reports just 54,000 private-sector
Is this the holiday pullback retailers feared? The latest projections show that American households plan to spend 5% less this holiday season, marking the largest contraction since the pandemic hit
Is European inflation making a comeback, or just pausing before relief? August brought a minor but notable surprise for the eurozone inflation rate, which ticked up to 2.1%, slightly
How do tariffs and global trade wrangling reshape economic reality? A summer of tariff drama has left its mark from Seoul to Tokyo to US wallets. South Korea’s August
Is the U.S. economy slowing enough to push the Federal Reserve to finally cut rates? As the spotlight shifts to Friday’s jobs report and mid-September Fed meeting, both
How much pain will new tariffs inflict before the upside shows? The Trump administration’s latest volley—a 50% tariff on most Indian goods—marks a dramatic escalation in trade
Is America entering a new phase in the global trade wars? President Trump’s doubling down on India—hiking tariffs to a 50% levy on most Indian imports—marks more
What happens when tariffs turn strategic partners into rivals? That’s the question as President Trump’s latest 50% tariffs on Indian goods take effect, marking one of the most
Is the AI investment surge supercharging the economy—or merely setting us up for another dot-com repeat? Tech titans are dropping hundreds of billions of dollars on data centers, chips,