Media – Blog

Key Takeaways: Tariffs Fade, But Risks Remain With trade war tensions easing, tariff uncertainty is beginning to fade. The U.S. economy has so far avoided recession, despite a slowdown in growth, while inflation remains close to the Federal Reserve’s 2% target. Stock markets are reaching new all-time highs and bond

Key Takeaways: Over the past year, several major consumer goods companies have announced plans to divest underperforming business segments and refocus on streamlined portfolios with stronger growth potential. These announcements follow marked top-line deceleration from their post-pandemic heydays, where revenues benefited from large price increases at the expense of margin

Powell Maintains a Hawkish Stance Amid FOMC Dissent Last week the FOMC, as expected, left the federal funds target range unchanged at 4.25%–4.50% for the fifth consecutive meeting. Notably, two Federal Reserve governors—Christopher Waller and Michelle Bowman—dissented, each favoring a 25 basis point cut. While regional Federal Reserve Bank Presidents

The Labor Market is Holding Up For the fourth consecutive month, nonfarm payrolls exceeded expectations with June adding 147,000 jobs versus the projected 106,000. The trend of job growth remains solid and strong with average gains of 150,000 over the past 3 months, 130,000 over the past 6 months, and

Tariffs Not Yet Impacting Inflation; & Softening Labor Market For the 4th month in a row, both headline and core CPI came in lower than expectations, suggesting companies have not yet passed tariff-driven price increases to consumers. For May, both readings came in at +0.1%; year-over-year CPI rose to 2.4%, while