All eyes are now on the Federal Reserve’s September meeting: will hotter producer inflation stall the anticipated rate cut, or will labor data tip the balance? Watch for new tariffs working through supply chains—and for how quickly businesses pass on those costs to consumers.
On the policy front, as the ICJ climate opinion reverberates, pay attention to investor moves away from high-risk, emission-heavy sectors. With global growth teetering, even a whiff of deteriorating confidence could turn today’s caution into tomorrow’s rout. Is this the moment markets finally blink—or will optimism keep selling out the seats?
