Economic Sentiment - Businesses and consumers exhibit a mood of cautious optimism, with a focus on navigating uncertainty rather than expecting the worst outcomes [3][4] - The sentiment reflects resilience, as companies and households have adapted to challenges such as high tariffs announced in April [2] Economic Outlook - The economic outlook suggests continued resilience into the second half of 2025 and through 2026, with potential for strengthening as consumers gain more certainty [4][5] - Factors contributing to this outlook include the adaptation to tariffs and stimulative effects from tax legislation enacted the previous summer [5] Labor Market Dynamics - The labor market is described as turbulent, with businesses hesitant to hire entry-level positions due to advancements in AI and a need to right-size after pandemic-related expansions [8][9] - Concerns about labor supply and immigration shifts may lead to a lower steady state of job creation, complicating the economic landscape [10] Inflation and Policy - Inflation remains a significant concern, with the need for restrictive monetary policy to bring inflation back to the target of 2% [14] - High prices are impacting many families, contributing to low consumer confidence and a sense of precariousness in the economy [16] Data and Decision-Making - The importance of data dependency in economic decision-making is emphasized, with a call for engagement with business leaders to understand economic performance better [19][20] - The need for timely data is highlighted, as current data may not provide clear signals until later in the year [11]

Group 1 - The concept of guaranteed income for life through Social Security is appealing, as it provides monthly benefits eligible for annual cost-of-living adjustments to combat inflation [1][2] - A common misconception is that Social Security will fully replace pre-retirement income; in reality, it typically replaces about 40% of an average salary [3][6] - Retirees may face challenges living on just 40% of their former paycheck due to ongoing expenses that do not disappear in retirement, such as housing costs and healthcare [4][5][6] Group 2 - It is advisable for retirees to establish additional income sources beyond Social Security to ensure financial stability [7] - Potential additional income sources include savings from IRA or 401(k) plans, investments in taxable brokerage accounts, rental income, and earnings from part-time work or businesses [9]

Wall Street's favourite macro assumption that inflation will cool "enough†to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the coming weeks. ...

Market Valuation, Inflation and Treasury Yields: January 2026ETF Trends is now VettaFi. Read More --Our [monthly market valuation updates] have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the [P/E10 ratio], a key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.## Market Valuation (P/E10) and InflationThe relationship between market valuation, ...

Businesses and workers have different views of the economy, Federal Reserve Bank of San Francisco President and CEO Mary C. Daly said in a Friday (Feb. 6) post on LinkedIn.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins req ...

A Yahoo Finance analysis reveals Federal Reserve Chair nominee Kevin Walsh never desented while he was a governor on the central bank. Federal Reserve correspondent Jennifer Shawnberger joins me now with a closer look. Interesting here discovery, Jen.Thank you, Julie. Good morning to you. A look back at Federal Reserve Chair nominee Kevin Worsh's speeches during his time as Fed Governor and transcripts of policy meetings revealed that he routinely raised concerns about inflation and protecting central bank ...

The latest consumer confidence data points to a public that is cautiously recalibrating expectations for 2026, encouraged by cooling inflation yet unsettled by a volatile labor market.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additiona ...

·德国商业银行：泰国央行或按兵不动，通胀持续低迷为年中降息铺路 ·道明证券：英镑涨势缺乏基本面支撑，美元反弹与政治风险或终结其强势行情 ·凯投宏观：印度央行的货币宽松周期可能已经结束 【机构分析】 ·德国商业银行分析指出，泰国央行预计将在本月货币政策会议上维持利率不变，以评估大选后对经济 与市场的影响。泰国消费者物价指数已连续10个月下滑，且2026年全年预计将低于央行1%-3%的目标区 间，为年内降息打开空间。当前通胀持续低迷叠加政治不确定性，为泰国央行在今年晚些时候转向宽松 货币政策创造了条件。 ·摩根大通在印尼2025年Q4 GDP超预期后，将2026年经济增长预测从4.9%上调至5.2%，但警告年初增长 动能或因财政退坡与汽车激励政策退潮而放缓。若印尼政府严格执行3%财政赤字上限，2026年财政支 持力度可能减弱，进一步拖累年初经济表现。尽管印尼经济年末表现强劲，摩根大通仍预计印尼央行将 在2026年第二季度实施两次降息（每次25个基点），前提是卢比汇率保持基本稳定。 ·Kenanga经济学家指出，受益于强劲的国内经济数据及对2025年四季度GDP终值的乐观预期，在美元获 得支撑、美联储推迟降息的背景 ...

Consumer sentiment ticked up to 57.3 in February, according to a preliminary reading from the University of Michigan's monthly survey, a positive signal that Americans' economic mood is improving despite longstanding anxieties about inflation and the job market. ...

Good morning, i Michael McKee the international economics and policy correspondent for bloomberg. And we are here in atlanta. Welcome to all of our viewers and listeners around the world on bloomberg television and radio.We're speaking with the Atlanta Fed president Raphael Bostic, who is retiring at the end of this month. So this is sort of your exit exit interview. Mike, it's always good to see you.I want to ask you, as you travel around your district for the past year, what's the mood like among companie ...