1. MacroeconomicsTitle: Powell Speech, More Inflation Data: What to Watch for the Rest of This WeekSource: The Wall Street Journal (live markets blog)Date: May 14 2025Key TakeawaysTraders are bracing for April producer-price (PPI) and retail-sales prints—both out this morning—which will show whether tariff shocks are feeding through to core inflation and consumer demand. Fed Chair Jerome Powell ..

1. MacroeconomicsTitle: What the U.S.-China Tariff Rollback Means for the American EconomySource: The Wall Street JournalDate: May 13, 2025Key Takeaways:The U.S. and China have agreed to a temporary rollback of tariffs, reducing the rate on Chinese goods from a peak of 145% to approximately 35%, easing trade tensions.Economists anticipate this move will lower recession risks and slightly boost G..

1. MacroeconomicsTitle: Tariff Shock Reverberates in the Bond MarketSource: The Wall Street JournalDate: May 11, 2025Key Takeaways:Following President Trump's recent tariff announcements, the bond market shows signs of stress, with 10-year Treasury yields rising to about 4.37% due to declining bond prices.This divergence, known as a "steepening twist," suggests growing inflation uncertainty and ..

1. MacroeconomicsTitle: Jobless Claims Fell Last WeekSource: The Wall Street JournalDate: May 8 2025Key TakeawaysInitial filings declined to 228 k for the week ended May 3, down 13 k from the prior reading, underscoring a still-resilient labor market despite tariff-driven growth headwinds. Economists had penciled in 230 k claims; the beat suggests layoffs remain contained even as Q1 GDP slipped ..

1. MacroeconomicsTitle: U.S. and U.K. Unveil Framework for Trade DealSource: The Wall Street JournalDate: May 8, 2025Key Takeaways:President Trump and U.K. Prime Minister Keir Starmer announced an initial framework for a U.S.-U.K. trade agreement aimed at easing tensions from recent U.S. tariffs.The U.S. agreed to reduce tariffs on U.K. steel, aluminum, and cars in exchange for U.K. commitments ..

1. MacroeconomicsTitle: Fed Warns of Rising Economic Risks as It Leaves Rates SteadySource: The Wall Street JournalDate: May 7, 2025Key Takeaways:The Federal Reserve maintained interest rates amid escalating tariffs, with Chair Jerome Powell cautioning that these tariffs could lead to higher inflation, reduced economic growth, and increased unemployment.Tariffs on Chinese imports have reached 14..