Tariffs across sectors and countries
The Fed’s dilemma amid weak demand
The OBBBA’s impact on debt and low-income groups
Ongoing trade negotiations and geopolitical tensions are sustaining tariff uncertainty, particularly in sectors such as semiconductors, pharmaceuticals, and commercial aircraft. This adds a layer of complexity to global supply chains.
Tariffs and policy uncertainty are contributing to subdued consumer sentiment in the US. This complicates the Fed’s balancing act between controlling inflation and supporting growth.
The One Big Beautiful Bill Act has increased the US debt ceiling to $5 trillion. Cuts in government spending may disproportionately affect lower-income groups, weighing on consumption and long-term economic growth expectations.
The OBBBA’s impact on debt and low-income groups
The Fed’s dilemma amid weak demand
Tariffs across sectors and countries
