ablokhin / Getty Images Global fund managers are more bullish than they've been in years by many measures, according to a recent BofA suvery. Key Takeaways Bank of America's Bull & Bear Indictor rose last week to within a tenth of a point from flashing "sell," a sign that high expectations and aggressive investor positioning could pressure stocks in the coming months. The indicator has sent two sell signals this year, but neither preceded a prolonged stock slump. Professional money managers are fee ...

From @WSJopinion: The Trump diagnosis ignores the biggest threat to Europe’s well-being. That is Europe’s generous social-welfare states and the cascading fiscal, economic and social ills they create.https://t.co/FQmB1fkiC0 ...

From @WSJopinion: The Trump diagnosis ignores the biggest threat to Europe’s well-being. That is Europe’s generous social-welfare states and the cascading fiscal, economic and social ills they create.https://t.co/bf1bPff0oV ...

After months of ignoring the issue, Donald Trump is finally turning his focus to the outofcontrolled afford out of control affordability issue. Despite calling said crisis a quote conj job made up by Democrats tomorrow he will travel to Pennsylvania to tout his so-called economic agenda. But judging by a round table the president held today at the White House, it seems that his strategy will be to tell the voters to ignore their lived realities, just blame Joe Biden.>> We inherited a mess uh affordability, ...

Economic Sentiment - Voters' views of the economy have worsened, with 76% rating national economic conditions as "not so good" or "poor" [1] - 60% of voters rated their personal financial situations as "not good" or "poor" [2] - A majority of 61% disapprove of President Trump's handling of the economy, with only 38% expressing approval [2] Responsibility for Economic Conditions - A nearly two-to-one majority (62% to 32%) of voters believe Trump is more responsible for the current economy than Biden [5] - Democrats are significantly more likely to blame Trump compared to Republicans, with a 40-point difference [5] Economic Policy Impact - By a 31-point margin, more voters believe Trump's policies have hurt rather than helped them, similar to sentiments towards Biden's policies at the end of his term [7] - Voters are critical of tariffs, with 63% disapproving of the Trump administration's handling of them [10] Inflation and Cost of Living - A majority of 52% believe inflation is "not at all" under control, with only 18% saying it is completely or mostly under control [10] - Grocery costs are a significant concern, with 85% reporting increases compared to the previous year [11] - Utility bills and healthcare costs have risen for 78% and 67% of voters, respectively, while two-thirds reported increased housing costs [14] Gas Prices - Voters reported some relief in gas prices, with 54% indicating price increases and 30% noting decreases [14]

Legal & Political Landscape - The Supreme Court is hearing arguments on President Trump's use of emergency powers to enact tariffs, testing the limits of executive authority [1] - The core issue is whether a trade deficit constitutes a national emergency, justifying the president's unilateral imposition of tariffs [1] - Small businesses argue the tariffs are a national emergency for them, leading to a separation of powers issue [1] - Some members of Congress have expressed discomfort with the White House's unilateral trade policies [1] - The court's decision, potentially arriving in late June or early July, could significantly impact the president's economic agenda [5] Economic Implications - The case has major implications for America's economic policy, particularly regarding trade relations and consumer costs [1][3] - Other countries must abide by trade levels set by the US, impacting their relations [2] - Consumers are affected by the tariffs, influencing the origin and price of goods [3] - Existing tariffs, such as 10% or 15%, are under scrutiny [2]

Economic policy is the only credible explanation for copper’s price surge. Donald Trump’s trade barbs have warped the markets https://t.co/8jnV7fqP0M ...

Labor Market Dynamics - The overall national aggregate hiring rate is at a very low level [1] - The layoff rate is also at a very low level [1] - It's become tough for people just entering the labor force to be hired [1] Economic Uncertainty - Companies have slowed down hiring to observe how economic policy changes will unfold [2] - The economy is characterized by low fire and low hire rates [2]

The interest rates in the US are too high right now given the the health of the economy. If you have an economy that's changing rapidly for the better, it will produce more goods. Uh and that that is not getting uh accommodated uh within the Fed's policies.So the US should have a lower yield curve because the economy is so strong. That's not part of the Fed's model. Central banks tend to say no if things are really good then we raise rates.That's the reverse of what the the what should be going on. Final po ...

Tariffs & Legality - A federal appeals court ruled that the Trump administration's tariffs are unlawful and invalid [1][5] - The court's decision, with a 7-4 vote, supports the view that the tariffs are illegal [5] - The tariffs are considered a violation of the law used for justification and the spirit of the constitution [4] - The administration claimed the tariffs were an emergency measure under a 1974 law, but this was rejected by a district court [4] Economic Impact - The tariffs have been unpopular and are costing consumers and corporations billions of dollars [2] - The tariffs are seen as hindering the Federal Reserve from cutting interest rates due to driving inflation [2] - The tariffs are considered bad economic policy overall [2] Congressional Authority - The legality of the president imposing tariffs that raise hundreds of billions of dollars without congressional input is questioned [3]