September will serve as a crucial stress test across the economy and markets. Watch for:
- Whether Trump’s furniture tariffs get set—and how retailers and prices respond
- How the Federal Reserve navigates its rate cut versus stubborn inflation
- Signs of stabilization or further volatility in AI-linked tech stocks after the recent vibe shift
- Whether European policymakers strike a balance between economic growth and rising anti-migrant sentiment
Bottom line: As post-pandemic winners and losers emerge, policy choices—from tariffs to migration and monetary moves—will define who manages to gain ground and who gets left behind.
