Federal Reserve

Retail Sales Disappointment Casts Shadow, Moderating S&P 500 and Nasdaq Gains Amidst Rate Cut Hopes

Financial Markets

Retail Sales Disappointment Casts Shadow, Moderating S&P 500 and Nasdaq Gains Amidst Rate Cut Hopes

November 25, 2025 – The highly anticipated, albeit significantly delayed, September 2025 retail sales report has finally landed, painting a picture of moderating consumer spending that sent a ripple of caution through financial markets. Released today, November 25, 2025, after a protracted 43-day government shutdown, the data revealed a weaker-than-expected performance,

By MarketMinute
The Tariff Paradox: SF Fed Study Reveals Tariffs Initially Suppress, Then Ignite Inflation, Posing New Dilemmas for the Federal Reserve

Tariffs

The Tariff Paradox: SF Fed Study Reveals Tariffs Initially Suppress, Then Ignite Inflation, Posing New Dilemmas for the Federal Reserve

San Francisco, CA – November 24, 2025 – A groundbreaking series of studies from the Federal Reserve Bank of San Francisco (FRBSF) has unveiled a counterintuitive and complex relationship between tariffs and inflation, challenging long-held economic assumptions. The research indicates that while tariffs can initially lead to a decrease in inflation, primarily

By MarketMinute