Week 27 (June 30-July 6, 2025)

The latest economic events underscore a complex and mixed picture for the global and U.S. economies, shaped by both domestic trends and international developments. While the labor market continues to show steady, albeit slowing, job growth, with recent data indicating that employment gains are not as robust as in previous months, inflation remains relatively contained, providing some stability on the price front.

Consumer spending patterns have shifted, with households becoming more cautious—evidenced by a rise in the personal savings rate and more subdued spending on goods. This suggests that many consumers are preparing for possible economic headwinds or reacting to previous price increases and ongoing uncertainty.

US - China Trade Relations

Despite the temporary easing of trade tensions, the agreement’s scope is limited and does not address the deeper, long-standin…