European Parliament President Roberta Metsola said she expects the bloc’s lawmakers to give their blessing to a political deal struck with Washington that puts a 15% tariff on nearly all EU exports to the US https://t.co/3pInRXVu0s ...

Trade Performance - Thailand's export growth slowed to its lowest rate in almost a year [1] - US tariffs are negatively impacting demand for Thai products [1]

Inflation Risks - Near-term inflation risks are tilted to the upside, presenting a challenging economic situation [1] - Tariffs' impact on inflation has been modest, with retailers and importers absorbing costs rather than passing them to consumers [3] - The pass-through of tariff costs to consumers has been slower and less significant than expected, creating uncertainty about future inflation trends [4] Labor Market - Employment risks are tilted to the downside, indicating potential challenges in the labor market [1] - The labor market exhibits weakness with low job creation, although the unemployment rate and quits rate remain low [5] - The labor market has reached an unusual stability characterized by lower demand and supply for workers, posing a downside risk [6] Revenue Collection - The federal government is collecting substantial revenue, estimated at a pace of 300 to 400 billion USD per year [1] - The source of tariff payments is uncertain, with potential candidates including foreign exporters, domestic companies, retailers, or end consumers [2] Monetary Policy - The responsible approach involves monitoring and waiting to avoid making mistakes on inflation [5] - Inflation control is a key mandate, requiring careful observation of economic developments [4]

Can FedEx take on Amazon business again while boosting both revenue and profit margin? We’ll know once the tariff noise subsides, @tomwblack says (via @opinion) https://t.co/MLhvbB7tgO ...

Tariff revenue is climbing in the US. The mystery: are consumers, companies, or trading partners absorbing the hit? https://t.co/8OKpAs0uKc ...

China’s export dominance remains intact despite Trump’s tariff barriers https://t.co/42qSrybgte ...

Manica, what are you hearing on the ground from the bank which hires a lot of foreign talent on that H-1B visa. Hi, it's nice to connect again. You know, it's been a dramatic weekend and I was talking to JP Morgan's top leadership exactly about the impact that this new H1B visa rule will have on hiring in the US and whether it will result in more offshoring um which can have a counter impact here in India.And so this is what the Apac CEO of JP Morgan told me about the total cost in terms of this H-1B visa a ...

America’s next president could end its one-sided tariff onslaught overnight, bringing down the effective trade-weighted tariff rate. Surely the choice is an obvious one? From The Economist’s perspective, yes https://t.co/HQm2NwQp7f ...

Besides a tariff cordon and government backing for infant industries, takeaways from a new study include the importance of bringing in human talent from abroad https://t.co/IIfX1z5EWU ...

Well, our next guest joins us with the catalyst he thinks will be the most important for investors next week. Let's bring in Adam Chrysafouli from Vital Knowledge. Adam, it's great to have you back on and let's start right there.What do you think moves the market. I think for next week the most important catalyst will be tech earnings. Micron uh most critically Tuesday night and then also Jable and Accenture are also going to be I think important.Um, you know, the Fed and economic data gets a lot of attenti ...