Labor Strength vs. Policy Patience: The Fed’s Balancing Act to Serve Two Masters
As we move deeper into Q2 2025, the U.S. labor market continues to defy expectations of a broad economic slowdown. April’s jobs report showed 177,000 new positions, steady unemployment at 4.2%, and a modest 0.2% increase in average hourly wages—strong, but not overheating. 💼 A Strong Job Market, but Sticky Inflation While job growth fuels […]
Last Week’s Markets Weather Tariff Turmoil
Last Week’s Markets Weather Turmoil Last Week’s Last Saturday, the President confirmed that he would subject Mexican and Canadian goods to the full 25% tariff – and Chinese imports to 10%. However, Canadian energy, including oil, natural gas, and electricity, will be taxed at a 10% rate. The levies will take effect on Tuesday. What […]