1. MacroeconomicsTitle: American Consumer Outlook Brightens in JuneSource: The Wall Street JournalDate: June 15 2025Key takeawaysThe University of Michigan’s preliminary sentiment index rose to 60.5 in June from May’s 52.2, the first uptick in six months. One-year inflation expectations eased to 5.1% (from 6.6%), suggesting headline price worries are moderating after the U.S.–China tariff rollba..

1. MacroeconomicsTitle: World Bank Sees U.S. Growth Rate Halving as Tariffs Slow Global EconomySource: The Wall Street JournalDate: June 10, 2025Key Takeaways:The World Bank expects U.S. GDP growth to slow to ~1.4 percent in 2025—roughly half of its prior forecast—citing drag from President Trump’s escalating tariffsGlobal growth is forecasted to fall below 2.5 percent, reflecting weakening dema..

1. MacroeconomicsTitle: Get Ready for Inflation to Matter in Markets AgainSource: The Wall Street JournalDate: June 8, 2025Key Takeaways:May's CPI report cooled to +2.3% YoY, but inflation expectations surged to the highest point since 1981The market is shifting focus from tariffs to resurgent inflation, which may delay Fed rate cutsRising inflation could pressure profit margins and financial co..

1. MacroeconomicsTitle: Hiring Slowed in May, With 139,000 New JobsSource: The Wall Street JournalDate: June 6, 2025Key Takeaways:The U.S. economy added 139,000 jobs in May, surpassing expectations but indicating a slowdown amid economic uncertainties such as tariffs and sluggish investment.The unemployment rate remained steady at 4.2%, though labor force participation dipped to 62.4%, masking a..

1. MacroeconomicsTitle: American Consumers Are Still Gloomy on the EconomySource: The Wall Street JournalDate: May 30, 2025Key Takeaways:The University of Michigan's consumer sentiment index remained at 52.2 in May, one of the lowest readings since 1952, indicating persistent pessimism among American consumers.Despite a mid-month U.S.-China trade deal, overall confidence stayed weak due to ongoi..

1. MacroeconomicsTitle: Japan's Exports to U.S. Fall as Tariffs Start to BiteSource: The Wall Street JournalDate: May 21, 2025Key Takeaways:Japan's exports to the U.S. declined in April for the first time in four months, indicating the initial impact of recently imposed U.S. tariffs.The automotive sector was notably affected, with car shipments decreasing by 5.2% year-over-year.Overall exports t..