BREAKING: 🇨🇳 CHINA'S CENTRAL BANK INJECTED ¥1.627 TRILLION LIQUIDITY THIS WEEK.BULLISH 🚀 https://t.co/Iel7JyTL0R ...

🇺🇸 US GDP (Q2 QoQ)📊 Actual: 3.8% vs Expected: 3.3%🔑 Fed Policy Impact:Solid data → rate cut expectations delayed💪Strong GDP, capex & jobs = higher for longer🏠 Housing weak, but not enough for easing📉 Short term: Fed likely on hold⏩ Mid term: cuts delayed if jobs & spending stay firm⚠️ Only clear slowdown in labor/consumption = faster cuts ...

25 Sep 2025 11:12:18 ET │ 48 pages Global Economic Outlook & Strategy Tariffs & Global Resilience —Waiting for Another Shoe to Drop CITI'S TAKE Global growth remains on a solid trajectory. The economy has cooled a notch, as tariff-related uncertainty has restrained spending, but activity has held up surprisingly well. All told, growth looks to have run at 2.6% during H1, down only slightly from last year. This performance is broadly a reprise of the past two years—and the global economy continues to defy ou ...

Market Performance RecapU.S. stock markets concluded trading on Thursday, September 25, 2025, with major indexes posting their third consecutive day of declines. Investors grappled with a barrage of stronger-than-expected economic data, which fueled concerns about the Federal Reserve's future interest rate policy. The tech-heavy Nasdaq Composite (COMP:IND) fell 0.5%, mirroring the decline in the benchmark S&P 500 (SPX), which also dropped 0.5%. The blue-chip Dow Jones Industrial Average (DJI) saw a more mod ...

Joining me now is the Wall Street Journal's chief economics correspondent, Nick Timmeros. It's great to have you back. Nice to see you.>> Thanks for having me, Scott. >> Seems like Mr. . Griffin is aligned with many on on the Fed right now.Maybe you'll get one. But there seems to be caution expressed by many of the Fed speakers we've heard this week, including today Austin Goulby said, quote, "I'm just a little uneasy with too much frontloading until we're sure that inflation is is coming down." >> Yeah, th ...

Jeffrey Schmid Federal Reserve Bank of Kansas City President Jeff Schmid signaled the US central bank may not need to lower interest rates again soon, citing the need to keep bringing down inflation. Most Read from Bloomberg “I viewed the 25-basis point cut in the policy rate last week as a reasonable risk-management strategy,” Schmid said Thursday in prepared remarks for an event in Dallas. “That said, my view is that inflation remains too high while the labor market, though cooling, still remains lar ...

Governor, welcome to the program, sir. We've got tons of time to talk about what's going to happen next. Your thoughts on the labor market, the balance of risk, the broader economy.I actually wanted to lead the conversation with this one. Governor, what was your experience like. I'm sure this was unexpected 12 months ago.What was it like walking into the room and was it different to what you expected. Good morning and thanks for having me. It's great to see you again.Look, you know, walking into the room, y ...

The Swiss National Bank said Thursday that tariffs on goods to the U.S. present a "major challenge" for exporters, with its economy set to take a hit.The country has swallowed some of the highest duties imposed by President Donald Trump's administration, with a 39% tariff rate implemented in August. It came after a Swiss delegation led by the country's President Karin Keller-Sutter failed to secure a trade deal after meeting with Trump in Washington D.C."The U.S. tariffs present a major challenge for affect ...

Rapidly rising food costs are especially relevant for monetary policy right now as they could drive inflation expectations higher, according to the ECB https://t.co/iqiZAvbyVJ ...

J P M O R G A N Asia Pacific Economic Research 22 September 2025 Global Data Watch: Asia China domestic demand continues to underwhelm, underscoring case for more policy support Summary Even as the contribution from exports to growth continues to wane, domestic demand underwhelmed for a second month thereby accentuating the slowdown observed in this quarter. August retail sales softened as the impact of trade-in subsidies faded and consumer confidence remained weak. Industrial production moderated and fixed ...