Is the US in a slowdown, or something more? All eyes are on the closely watched August jobs report and the Fed’s September 16-17 meeting—a weak payroll figure should all but assure a rate cut.
- Look for further revisions to jobs data and signals about the longevity of the “no hire, no fire” trend
- Watch state and sector-level fallout from tariffs, especially export-heavy regions like Washington
- Monitor volatility in Chinese and global markets as speculative excess collides with regulatory interventions
The big question: Will slow growth, soft jobs, and higher consumer costs add up to a brief stumble—or the start of a longer slog?
