US economy
The United States economy is currently navigating a period of profound uncertainty, with a complex array of economic indicators presenting a mixed picture for policymakers, businesses, and investors alike. A heated debate rages among economists: is the nation on track for a fabled "soft landing," where inflation moderates
August Job Report
The U.S. labor market delivered a stunning blow in August, with the latest jobs report revealing a dramatic slowdown in hiring that has sent ripples of concern through financial markets and economic forecasts. The economy added a mere 22,000 nonfarm jobs, a figure far below even the most
Consumer Sentiment
The U.S. economy finds itself at a precarious juncture, characterized by a stark divergence between top-line unemployment figures and the underlying anxieties of American consumers. While headline job numbers and retail sales data have often painted a picture of resilience, recent revisions to historical job data and a consistent
US economy
A surprisingly weak US jobs report for August 2025 has sent a clear signal through financial markets, solidifying expectations that the Federal Reserve will implement an interest rate cut at its upcoming September meeting. With significantly fewer jobs added than anticipated and a notable rise in the unemployment rate, the
US economy
The United States Treasury yield curve, a bellwether for economic sentiment, has undergone a dramatic transformation around April 2025, shifting from a historically prolonged inversion to a distinct steepening. This crucial change, occurring concurrently with a noticeable deterioration in labor market conditions, sends a powerful, albeit unsettling, signal across financial
US economy
The United States economy is currently navigating a period of profound uncertainty as a barrage of unexpectedly weak jobs data has sent ripples through financial markets, drastically altering expectations for Federal Reserve monetary policy. This significant shift, characterized by a cooling labor market and a notable decline in the benchmark
Global Inflation
The global economic landscape is currently presenting a nuanced picture, where disinflationary trends are taking hold in some key regions while new, aggressive trade-related tariffs, particularly in the United States, continue to exert upward pressure on prices. This creates a challenging environment for businesses, consumers, and policymakers alike, demanding strategic
Bond Yields
U.S. Treasury yields have recently experienced a significant decline, with the benchmark 10-year Treasury note falling to its lowest levels since April 2025. This sharp dip in yields reflects a dramatic shift in market sentiment, driven by a weaker-than-expected August jobs report that has intensified investor expectations for aggressive
Corporate Earnings
U.S. corporations have delivered a remarkably strong performance across the first three quarters of 2025, consistently surpassing Wall Street's earnings estimates and injecting a much-needed jolt of optimism into the financial markets. This robust showing, particularly pronounced in the second quarter, has largely mitigated earlier concerns about
August 2025 Jobs Report
The U.S. economy delivered a stark warning sign in August 2025, as a weaker-than-expected jobs report sent ripples through financial markets and cemented expectations for a Federal Reserve interest rate cut. Nonfarm payrolls increased by a paltry 22,000, drastically missing the consensus forecast of 75,000 new jobs,
Stagflation
The U.S. economy is facing a concerning outlook for late 2025, with the Organisation for Economic Co-operation and Development (OECD) sounding the alarm on a potential "stagflation-lite" scenario. This dual threat of slowing economic growth and persistently high inflation presents a formidable challenge, risking reduced purchasing power
trade policy
A recent federal appeals court ruling has cast a significant shadow of legal uncertainty over a substantial portion of former President Donald Trump's "reciprocal" tariffs, deeming them an overreach of presidential emergency powers. This decision, handed down by the U.S. Court of Appeals for the