🇺🇸 UPDATE: U.S. GDP grew 4.3% in Q3 2025, beating the previous quarter’s 3.8% as consumer spending, exports and government outlays lifted economic activity despite weaker investment. https://t.co/PqO5lgU2DW ...

Group 1 - The article highlights that a shortened trading week will feature third-quarter gross domestic product growth estimates from the Bureau of Economic Analysis [1]

India’s economic activity eased in December, a flash survey by HSBC Holdings showed, as President Trump’s 50% tariffs continue to weigh on labor-intensive industries https://t.co/mFMr99FrAt ...

Brazil’s activity unexpectedly dropped in October, in the latest sign Latin America’s largest economy is cooling off https://t.co/SsECmrEE65 ...

Economic Overview - The economic environment is characterized by expected volatility, with a focus on a potential buy window and buy zone at a price level of $4,300 [1][2] - Inflation is reportedly dropping, indicating a cooling activity in the economy [1][2] Federal Reserve Insights - The Federal Reserve's rate decisions are anticipated to play a significant role in shaping market conditions and investor sentiment [1][2]

Brazil’s economy lost momentum in the third quarter, reinforcing expectations that the central bank will lower borrowing costs as cooling economic activity helps to rein in stubborn inflation https://t.co/gQkkmHxdxS ...

Economic Outlook - Higher income consumers show resilience in spending [1] - Labor market indicates weaker labor demand [1] - Aggregate spending is declining [3] - Aggregate employment is declining [3] Monetary Policy Implications - The Fed may need to undergird the economy and consider an additional rate cut in December [3] - Rising unemployment rate and declining employment could prompt the Fed to cut rates [4] - The Fed is trying to maintain balance amid rising prices and input cost pressures [6] Inflation and Pricing - Firms can only pass through about 20% of higher input costs [3] - Prices are rising moderately, with widespread input cost pressures among manufacturers and retailers [6] - Input cost increases are related to tariff induced increases [6]

Economic Activity - Overall economic activity remained largely stable, with some districts reporting slight softening [1] - Consumer spending continued to decline despite resilient high-end retail [1] Employment & Wages - Employment edged down [1] - Some contacts noted reduced hiring needs in certain roles due to AI [1] - Wages rose modestly [1] Prices & Costs - Prices increased slightly [1] - Manufacturers and retailers broadly faced tariff-related cost pressures [1]

Economic Outlook - The economy continues to be relatively resilient with some robustness in demand from both consumers and firms [7] - Labor market has softened with slower job growth, but the unemployment rate remains relatively low [7] - Inflation remains elevated, largely due to goods and tariffs [7] - Economic growth is likely to slow a bit later this year but is expected to pick up with solid fundamentals [8] - There's evidence that demand got pulled forward [7] - Productivity growth is robust, helping to reconcile solid demand with a softer labor market [19] - Potential growth rate could be somewhat stronger, which would be good news [21] Monetary Policy - A mildly restrictive policy is considered appropriate to ensure a return to disinflation [9][10] - Hesitancy towards further rate cuts in December, considering resilient demand and potential pressures on prices [11] - Overall financial conditions are on the accommodative side [15] - Maintaining a mildly restrictive policy is appropriate to ensure disinflation, with a cautious and gradual normalization over time [23] Global Landscape - Increases in global risk and uncertainty are impacting the US economy [25] - Potential increases in global fragmentation, affecting flows of trade, capital, labor, and technology [25][27]

Economic Activity - India's economic activity slowed in November [1] Trade - Shipments to the US declined amid higher tariffs [1]