US #US Price, Chart, News & Insight

Goods Trade Balance (Mar) -161.99B Forecast -142.80B
Retail Inventories Ex Auto (Mar) 0.4% Previous 0.1%
Atlanta Fed GDPNow (Q1) -2.7% Forecast -2.5%
S&P/CS HPI Composite (YoY) (Feb) 4.5% Forecast 4.6%
S&P/CS HPI Composite (M) (Feb) 0.7% Previous 0.1%

CB Consumer Confidence (Apr) 86.0 Forecast 87.7
JOLTS Job Openings (Mar) 7.192M Forecast 7.490M

US Tariffs: What’s the Impact? | J.P. Morgan Research

The situation surrounding U.S. tariffs is constantly evolving. Read the latest analysis of their economic impact from J.P. Morgan Research.

How I’d Invest $250,000 Cash In Today’s Market

A bear market provides opportunity. For those of you with cash, specifically $250,000 in cash, here's how I'd invest it today.

Fitch Ratings raised its 2025 default rate forecasts for U.S. and European leveraged finance due to a weaker macroeconomic outlook caused by an escalating trade war.

U.S. high-yield bond defaults are now expected to reach 4.0% to 4.5% and leveraged loan defaults 5.5% to 6.0%. In Europe, Fitch forecasts 5.0% to 5.5% for high-yield bonds and 2.5% to 3.0% for leveraged loans.

The U.S. economy is now projected to grow just 1.2% in 2025, while Europe is expected to grow 0.6%. Only one 25-basis point Fed rate cut is forecast for late 2025. Corporate margins, cash flows, and liquidity conditions are deteriorating, while access to funding for highly leveraged and cyclical issuers is tightening.

In the U.S., sectors like autos, retailers, technology hardware, and telecommunications are seen as most vulnerable. Large issuers expected to contribute to defaults include Altice France, Radiate Holdco, Tropicana, Sonrava Health, DISH, At Home Group, and Sunnova Energy. Defaults could be lower if CSC Holdings avoids default this year.

In Europe, sectors impacted by tariffs include automotive, manufacturing, chemicals, and technology hardware. Major European issuers already facing distress include Altice France, Thames Water, Garfunkelux, Ardagh Group, and Kloeckner Pentaplast.

U.S. Baker Hughes Oil Rig Count 483 Previous 481
U.S. Baker Hughes Total Rig Count 587 Previous 585

Michigan 1-Year Inflation Expectations (Apr) 6.5% Forecast 6.7%
Michigan Consumer Expectations (Apr) 47.3 Forecast 47.2
Michigan Consumer Sentiment (Apr) 52.2 Forecast 50.8

Fitch Ratings warns that U.S. credit conditions are likely to deteriorate in the second quarter of 2025 due to rising tariffs, global trade tensions, and increasing policy unpredictability. The new round of tariffs introduced by the U.S. and the retaliatory measures from trade partners have surpassed Fitch’s earlier expectations, leading to downgraded GDP growth forecasts — now reduced by 0.5 percentage points for the U.S. and 0.4 percentage points globally. U.S. economic growth is now expected to slow to just 0.4% year-over-year by Q4 2025.

Higher import prices, worsened household inflation expectations, and reduced liquidity and funding availability — despite worsening growth prospects — are expected to strain the credit environment further. Fitch projects that the Federal Reserve will not lower interest rates before Q4 2025.

Key sectors like autos, tech hardware, and homebuilding are most vulnerable to tariffs, while gaming and tech companies face rising risks from foreign retaliation. Meanwhile, potential federal cuts to Medicaid could significantly harm credit in the healthcare sector.

Despite the challenges, most investment-grade companies maintain solid balance sheets and have extended their debt maturities due to recent favorable market conditions. However, Fitch cautions that the overall risks to corporate revenue and margins are increasingly skewed to the downside.

https://www.fitchratings.com/research/structured-finance/us-credit-trends-to-deteriorate-amid-tariffs-policy-volatility-17-04-2025

Fitch Ratings has launched the U.S. Effective Tariff Rate Monitor, an interactive tool designed to track and model the U.S. effective tariff rate (ETR), which currently stands at 22.8%. This marks a sharp increase from 2.3% earlier in 2025, prior to newly implemented tariff measures by the Trump administration.

The tool calculates the ETR by accounting for exclusions and carveouts such as those on oil, gas, copper, and pharmaceuticals. It also allows users to simulate scenarios by modifying tariff rates and import levels. For example, applying an additional 25% tariff on pharmaceuticals and electronics would raise the ETR to 27.2%.

Country-specific ETRs show the highest rate for China at 103.6%, with Japan, Mexico, Canada, and Germany each above 10.5%. If current trade levels persist, the U.S. is expected to collect about $748 billion in duties in 2025, equivalent to approximately 2.5% of GDP, although demand reductions due to higher prices may lower this amount.

Fitch warns that increased protectionism has impacted global economic prospects, prompting a downgrade of its 2025 world GDP growth forecast to 1.9% from 2.9% in 2024.

Access the tool and more information: [fitchratings.com](https://www.fitchratings.com)

Atlanta Fed GDPNow (Q1) -2.5% Forecast -2.2%

Existing Home Sales (M) (Mar) -5.9% Forecast -3.0%
Existing Home Sales (Mar) 4.02M Forecast 4.14M

Continuing Jobless Claims 1,841K Forecast 1,880K
Core Durable Goods Orders (M) (Mar) 0.0% Forecast 0.3%
Durable Goods Orders (M) (Mar) 9.2% Forecast 2.1%
Initial Jobless Claims 222K Forecast 222K

Crude Oil Inventories 0.244M Forecast 1.600M
Cushing Crude Oil Inventories -0.086M Previous -0.654M

Building Permits (Mar) 1.467M Forecast 1.482M
S&P Global Manufacturing PMI (Apr) 50.7 Forecast 49.0
S&P Global Composite PMI (Apr) 51.2 Previous 53.5
New Home Sales (Mar) 724K Forecast 684K

Richmond Manufacturing Index (Apr) -13 Forecast -6

US Leading Index (MoM) (Mar) -0.7% Forecast -0.5%
6-Month Bill Auction 4.050% Previous 4.060%

A Recession is on the Way - A Wealth of Common Sense

Some thoughts on the timing of the next recession.

Where Will Tariff Rates Settle? 3 Scenarios Explained | J.P. Morgan

Amid rapid policy changes, we’re refining our views on global economies and markets.

Earth Day: Insights for Investors & Businesses | Morgan Stanley

Learn sustainable investing trends and corporate sustainability themes surrounding the future of the energy transition in the age of AI.

Investing in an Uncertain World - A Wealth of Common Sense

Some questions about how to invest in a new regime.

U.S. Baker Hughes Oil Rig Count 481 Prev 480
U.S. Baker Hughes Total Rig Count 585 Prev 583

Building Permits (Mar) 1.482M Forecast 1.450M
Housing Starts (Mar) 1.324M Forecast 1.420M

Continuing Jobless Claims 1,885K Forecast 1,870K
Initial Jobless Claims 215K Forecast 225K

Philadelphia Fed Manufacturing Index (Apr) -26.4 Forecast 2.2

Lessons from past trade wars, and what investors can do today - The Fifth Person

We explore examples of protectionism and uncover critical lessons to help investors navigate today’s increasingly fragmented trade landscape.

Atlanta Fed GDPNow (Q1) -2.2% Forecast -2.8%

20-Year Bond Auction 4.810% Previous 4.632%
Atlanta Fed GDPNow (Q1) -2.2% Forecast -2.8%
TIC Net Long-Term Transactions (Feb) 112.0B Forecast 35.2B

US Crude Oil Inventories 0.515M Forecast 0.400M

Retail Sales (M) (Mar) 1.4% Forecast 1.3%
Industrial Production (M) (Mar) -0.3% Forecast -0.2%

3 lessons from the tariff tantrum | J.P. Morgan Private Bank EMEA

The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.

What Is the Probability of a Recession? | J.P. Morgan Research

Aggressive tariff policy could push the U.S. — and possibly the global economy — into recession this year.

Export Price Index (M) (Mar) 0.0% Forecast 0.1%
Import Price Index (M) (Mar) -0.1% Forecast 0.1%
NY Empire State Manufacturing Index (Apr) -8.10 Forecast -12.80

NY Fed 1-Year Consumer Inflation Expectations (Mar) 3.6% Previous 3.1%

The Great Tariff Shock: What's next for China and FX?

no page description found

U.S. Baker Hughes Oil Rig Count 480 Previous 489
U.S. Baker Hughes Total Rig Count 583 Previous 590

Q1 2025 Global PC Shipments Surge on Tariff Fears

Global PC shipments jumped 9.4% in Q1 2025 as firms rushed deliveries to the U.S. ahead of expected tariffs.

Core PPI (M) (Mar) -0.1% Forecast 0.3%
PPI (M) (Mar) -0.4% Forecast 0.2%

Michigan 1-Year Inflation Expectations (Apr) 6.7% Previous 5.0%
Michigan Consumer Expectations (Apr) 47.2 Forecast 50.8
Michigan Consumer Sentiment (Apr) 50.8 Forecast 54.0

Some Early Lessons From the Tariff Tantrum - A Wealth of Common Sense

Some random thoughts and questions about a wild week in the markets.

Five Big-Picture Perspectives on US Tariffs - Deutsche Bank Research

The reciprocal tariffs announced by the US last week represent the biggest shock to the global trading system since the collapse of Bretton Woods in 1971. Taking stock of the tariff policy steps, we offer five big-picture perspectives.

Recession watch: How to hedge now | Goldman Sachs

Recession fears are rising, so how can investors hedge their portfolios?

PODCAST - GOLDMAN SACHS

Continuing Jobless Claims 1,850K Forecast 1,880K
Core CPI (M) (Mar) 0.1% Forecast 0.3%
Core CPI (Y) (Mar) 2.8% Forecast 3.0%
CPI (M) (Mar) -0.1% Forecast 0.1%
CPI (Y) (Mar) 2.4% Forecast 2.5%
Initial Jobless Claims 223K Forecast 223K

The Reputational Bankruptcy of the American Dollar - The Intellectual Investor - Value Investing by Vitaliy Katsenelson

The US dollar will likely continue to get weaker, which is inflationary for the US. Let me start with some easily identifiable reasons.

The Reputational Bankruptcy of the American Dollar - The Intellectual Investor - Value Investing by Vitaliy Katsenelson

The US dollar will likely continue to get weaker, which is inflationary for the US. Let me start with some easily identifiable reasons.

A Short History of Tariffs - A Wealth of Common Sense

Widespread tariffs have never worked in America.

7 ways to protect your portfolio from Trump's tariff war

My Bear Market Investment Game Plan: Adjusting the Strategy - Financial Samurai

A review of my investment game plan as a bear market looms. You must come up with your own investment game plan to build more wealth.

Latest Market Updates, Economic Insights, & Policy Changes

Find breaking updates on the economy, markets, policy changes and geopolitical events along with insights from Merrill&amp;#39;s Chief Investment Office (CIO).

US Tariffs: What’s the Impact? | J.P. Morgan Research

The situation surrounding U.S. tariffs is constantly evolving. Read the latest analysis of their economic impact from J.P. Morgan Research.

Average Hourly Earnings (YoY) (Mar) 3.8% Forecast 3.9%
Nonfarm Payrolls (Mar) 228K Forecast 137K
Participation Rate (Mar) 62.5% Previous 62.4%
Private Nonfarm Payrolls (Mar) 209K Forecast 127K
Unemployment Rate (Mar) 4.2% Forecast 4.1%

Redacted | J.P. Morgan Private Bank EMEA

Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions.

US Tariffs: What’s the Impact? | J.P. Morgan Research

The situation surrounding U.S. tariffs is constantly evolving. Read the latest analysis of their economic impact from J.P. Morgan Research.

Consumer Spending: Thoughts on the Market | Morgan Stanley

Listen to our financial podcast with Arunima Sinha, Heather Berger and James Egan to discuss all the factors that have impacted waning consumer confidence.

Crude Oil Inventories 6.165M Forecast -0.200M
Cushing Crude Oil Inventories 2.373M Previous -0.755M

Nonfarm Employment Change 155K Forecast 118K
Factory Orders (MoM) 0.6% Forecast 0.5%

S&P Global Manufacturing PMI 50.2 Forecast 49.8

ISM Manufacturing Prices 69.4 Forecast 64.6

JOLTS Job Openings 7.568M Forecast 7.690M

Atlanta Fed GDPNow (Q1) -3.7% Forecast -2.8%

Navigating Washington's Risks: Mar-a-Lago Accord, Tariffs and Municipal Tax Exemption | J.P. Morgan

Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.

Download Pdf

Corporate Credit: Thoughts on the Market | Morgan Stanley

Listen to our financial podcast with Andrew Sheets, who discusses why credit markets could weaken in the face of macro uncertainty.

Atlanta Fed GDPNow (Q1) -2.8% Forecast -1.8%

Michigan 1-Year Inflation Expectations 5.0% Forecast 4.9%

Core PCE Price Index (YoY) 2.8% Forecast 2.7% Previous 2.7%
Core PCE Price Index (MoM) 0.4% Forecast 0.3% Previous 0.3%

What Is the Social Security Fairness Act? | J.P. Morgan

On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.

Economics: Thoughts on the Market | Morgan Stanley

Listen to our financial podcast with Seth Carpenter and Rajeev Sibal, who explain how shifting U.S. tariff policy could transform global trade.

Continuing Jobless Claims 1,856K Forecast 1,890K
Initial Jobless Claims 224K Forecast 225K

Core PCE Prices (Q4) 2.60% Forecast 2.70%
GDP (QoQ) (Q4) 2.4% Forecast 2.3%
GDP Price Index (QoQ) (Q4) 2.3% Forecast 2.4%

Goods Trade Balance (Feb) -147.91B Forecast -134.60B

Retail Inventories Ex Auto (Feb) 0.1% Previous 0.5%
Pending Home Sales (MoM) (Feb) 2.0% Forecast 0.9%

5-Year Note Auction 4.100% Previous 4.123%

Crude Oil Inventories -3.341M Forecast 1.500M

Core Durable Goods Orders (MoM) (Feb) 0.7% Forecast 0.2%
Durable Goods Orders (MoM) (Feb) 0.9% Forecast -1.1%
Atlanta Fed GDPNow (Q1) -1.8% Forecast -1.8%

Warning: The U.S. is already in a private-sector recession – Danielle DiMartino Booth | Kitco News

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

Building Permits 1.459M Forecast 1.456M
S&P/CS HPI Composite - 20 n.s.a. (MoM) 0.1% Forecast 0.2%
S&P/CS HPI Composite - 20 n.s.a. (YoY) 4.7% Forecast 4.6%
CB Consumer Confidence 92.9 Forecast 94.2
New Home Sales (MoM) 1.8% Previous -6.9%
New Home Sales - Feb 676K Forecast 682K

S&P Global Manufacturing PMI (Mar) 49.8 Forecast 51.9
S&P Global Composite PMI (Mar) 53.5 Previous 51.6
S&P Global Services PMI (Mar) 54.3 Forecast 51.2

What to Consider When You’re Considering Alternative Investments | J.P. Morgan

Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.

Continuing Jobless Claims 1,892K Forecast 1,890K
Current Account (Q4) -303.9B Forecast -330.0B
Initial Jobless Claims 223K Forecast 224K
Philadelphia Fed Manufacturing Index (Mar) 12.5 Forecast 8.8
Philly Fed Employment (Mar) 19.7 Previous 5.3
Existing Home Sales (MoM) (Feb) 4.2% Previous -4.7%
Existing Home Sales (Feb) 4.26M Forecast 3.95M
US Leading Index (MoM) (Feb) -0.3% Forecast -0.2%

Industrial Production (M) 0.7% Forecast 0.2%
Industrial Production (Y) 1.44% Previous 1.92%

Building Permits (Feb) 1.456M Forecast 1.450M
Export Price Index (MoM) 0.1% Forecast -0.2%
Housing Starts (MoM) 11.2% Previous -11.5%
Housing Starts 1.501M Forecast 1.380M
Import Price Index (MoM) 0.4% Forecast -0.1%

American Express has released delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card Member lending portfolios for February, January, and December 2024. As of February 28, 2025, total U.S. Consumer Card Member loans stood at $87.8 billion, with a delinquency rate of 1.4% and a net write-off rate of 2.5%. U.S. Small Business Card Member loans totaled $30.2 billion, with a delinquency rate of 1.6% and a net write-off rate of 2.6%.

The report also provides credit performance data for the American Express Credit Account Master Trust. As of February 28, 2025, the trust’s total principal balance was $24.7 billion, with an annualized default rate of 1.8%, up from 1.2% in December 2024.

The company noted that these figures exclude loans related to its Lowe’s small business co-brand portfolio, which were reclassified as held for sale in December 2024. American Express highlighted that reported credit performance may vary due to seasonality, timing of holidays, and differences in loan characteristics between securitized and non-securitized portfolios.

Core Retail Sales (MoM) (Feb) 0.3% Forecast 0.3%
NY Empire State Manufacturing Index (Mar) -20.00 Forecast -1.90
Retail Sales (MoM) (Feb) 0.2% Forecast 0.6%
Business Inventories (MoM) (Jan) 0.3% Forecast 0.3%
Retail Inventories Ex Auto (Jan) 0.5% Forecast 0.4%

Fifty Days of Grey | J.P. Morgan Private Bank U.S.

Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it has no gender, ethnicity or religion; it cannot be fired, furloughed or defunded; it cannot be primaried before the next midterm elections; and it cannot be seized, nationalized or invaded.

Continuing Jobless Claims 1,870K Forecast 1,900K
Core PPI (MoM) (Feb) -0.1% Forecast 0.3%
Initial Jobless Claims 220K Forecast 226K
PPI (MoM) (Feb) 0.0% Forecast 0.3%

Trump Tariffs 2025: A Guide for Investors | Morgan Stanley

Learn how the Trump administration’s tariffs are reshaping financial markets and how investors can navigate the risks and opportunities for their portfolio.

Crude Oil Inventories 1.448M 2.100M 3.614M
Cushing Crude Oil Inventories -1.228M 1.124M

Core CPI (MoM) (Feb) 0.2% Forecast 0.3%
Core CPI (YoY) (Feb) 3.1% Forecast 3.2%
CPI (MoM) (Feb) 0.2% Forecast 0.3%
CPI (YoY) (Feb) 2.8% Forecast 2.9%

US Economic Insights: An Early Look at the Trump Economy

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A PODCAST FROM DEUTSCHE BANK

JOLTS Job Openings (Jan) 7.740M Forecast 7.650M

February 2025 Jobs Report: Economy Adds 151K Jobs | J.P. Morgan

The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?

NY Fed 1-Year Consumer Inflation Expectations 3.1% Prev 3.0%

Morgan Stanley cuts US growth forecast for 2025 on tariff concerns

"Earlier and broader tariffs should translate into softer growth this year, whereas we previously assumed it would weigh on growth mainly in 2026," said Morgan Stanley economists led by Michael T Gapen. The Wall Street brokerage lowered its Q4/Q4 2025 growth forecast to 1.5% from 1.9% earlier. It also lowered its 2026 growth forecast to 1.2% from 1.3%.

UBS Research analyzed the potential impact of President Trump's proposed reciprocal tariffs, which would impose tariffs on imported goods at the same rate that other countries apply to U.S. exports. While the concept of reciprocity exists in trade agreements, it has not typically been applied at the individual product level.

The study examined tariffs across 12,500 product lines and 200 trade partners, finding that reciprocal tariffs would increase the U.S. weighted average import tariff by 1.65 percentage points, with developed markets seeing a smaller impact of 0.8 percentage points and emerging markets a larger one of 2.2 percentage points. The countries most affected would be India, Argentina, Indonesia, Thailand, Saudi Arabia, Brazil, and Turkey, with Vietnam and Thailand facing the highest GDP risk due to their trade exposure to the U.S.

From a global perspective, reciprocal tariffs would be significantly less damaging than a blanket global tariff. A hypothetical 10 percent blanket U.S. tariff could lower global GDP by one percentage point, while reciprocal tariffs would have only about one-fifth of that impact.

The analysis found no clear evidence that the U.S. is uniquely disadvantaged by current tariff structures. While U.S. agricultural exports face higher foreign tariffs, about five percentage points higher than U.S. import tariffs on agricultural goods, the U.S. also protects textiles disproportionately, with a four percentage point advantage in its own favor.

UBS estimates that reciprocal tariffs would generate between 18 and 32 billion dollars in annual revenue, equivalent to 0.1 percent of U.S. GDP. Given the modest revenue impact and complex cost-benefit considerations, the study suggests that the U.S. might ultimately pursue a different combination of tariffs, as Trump has hinted at further tariff actions beyond reciprocity.

The findings indicate that reciprocal tariffs would primarily affect emerging markets, raise limited revenue, and might not be the most effective trade strategy.

U.S. Baker Hughes Oil Rig Count 486 Previous 486
U.S. Baker Hughes Total Rig Count 592 Previous 593

Nonfarm Payrolls (Feb) 151K Forecast 159K
Average Hourly Earnings (MoM) (Feb) 0.3% Forecast 0.3%
Unemployment Rate (Feb) 4.1% Forecast 4.0%

Continuing Jobless Claims 1,897K Forecast 1,880K
Exports (Jan) 269.80B Previous 266.50B
Imports (Jan) 401.20B Previous 364.90B
Initial Jobless Claims 221K Forecast 234K
Nonfarm Productivity (QoQ) (Q4) 1.5% Forecast 1.2%
Trade Balance (Jan) -131.40B Forecastt -128.30B

Crude Oil Inventories 3.614M Forecast 0.600M
Cushing Crude Oil Inventories 1.124M Previous 1.282M

ADP Nonfarm Employment Change (Feb) 77K Forecast 1 42K
S&P Global Composite PMI (Feb) 51.6 Forecast 50.4
S&P Global Services PMI (Feb) 51.0 Forecast 49.7
Factory Orders (MoM) (Jan) 1.7% Forecast 1.7%
ISM Non-Manufacturing Employment (Feb) 53.9 Previous 52.3
ISM Non-Manufacturing PMI (Feb) 53.5 Forecast 52.5
ISM Non-Manufacturing Prices (Feb) 62.6 Forecast 60.0

S&P Global Market Intelligence reported that corporate clean energy purchases in the US have surged to nearly 120 GW, driven by the growing energy demands of AI datacenters. Over the past year, corporations contracted an additional 48 GW of clean energy capacity, with the technology and web services sector accounting for 92% of the new additions.

Nuclear energy played a significant role, making up 43% of the 47.6-GW year-over-year increase. Corporate buyers also secured nearly 14 GW of solar capacity, compared to just 2.2 GW of wind capacity. Texas remained the leading state in corporate-tied clean energy capacity, while Missouri, Pennsylvania, and North Dakota saw the largest annual increases.

Tech companies led the shift toward nuclear power, aiming to support their clean energy commitments. Microsoft and Brookfield Renewable announced a historic 10.5-GW renewable deal in May 2024, while Switch partnered with nuclear startup Oklo for 12 GW of nuclear energy. In total, over 20 GW of nuclear deals were announced in 2024, though most of this capacity is expected to come online after 2030.

Despite the rise in nuclear investments, solar remains the preferred choice for corporate clean energy procurement, accounting for 49.1% of tracked capacity, with wind representing 23.9%.

Atlanta Fed GDPNow (Q1) 2.8% Forecast -1.5%

#USFollow

US Tariffs: What’s the Impact? | J.P. Morgan Research

How I’d Invest $250,000 Cash In Today’s Market

A Recession is on the Way - A Wealth of Common Sense

Where Will Tariff Rates Settle? 3 Scenarios Explained | J.P. Morgan

Earth Day: Insights for Investors &amp; Businesses | Morgan Stanley

Investing in an Uncertain World - A Wealth of Common Sense

Lessons from past trade wars, and what investors can do today - The Fifth Person

3 lessons from the tariff tantrum | J.P. Morgan Private Bank EMEA

What Is the Probability of a Recession? | J.P. Morgan Research

The Great Tariff Shock: What's next for China and FX?

Q1 2025 Global PC Shipments Surge on Tariff Fears

Some Early Lessons From the Tariff Tantrum - A Wealth of Common Sense

Five Big-Picture Perspectives on US Tariffs - Deutsche Bank Research

Recession watch: How to hedge now | Goldman Sachs

The Reputational Bankruptcy of the American Dollar - The Intellectual Investor - Value Investing by Vitaliy Katsenelson

The Reputational Bankruptcy of the American Dollar - The Intellectual Investor - Value Investing by Vitaliy Katsenelson

A Short History of Tariffs - A Wealth of Common Sense

7 ways to protect your portfolio from Trump&#039;s tariff war

My Bear Market Investment Game Plan: Adjusting the Strategy - Financial Samurai

Latest Market Updates, Economic Insights, &amp; Policy Changes

US Tariffs: What’s the Impact? | J.P. Morgan Research

Redacted | J.P. Morgan Private Bank EMEA

US Tariffs: What’s the Impact? | J.P. Morgan Research

Consumer Spending: Thoughts on the Market | Morgan Stanley

Navigating Washington&#39;s Risks: Mar-a-Lago Accord, Tariffs and Municipal Tax Exemption | J.P. Morgan

Download Pdf

Corporate Credit: Thoughts on the Market | Morgan Stanley

What Is the Social Security Fairness Act? | J.P. Morgan

Economics: Thoughts on the Market | Morgan Stanley

Warning: The U.S. is already in a private-sector recession – Danielle DiMartino Booth | Kitco News

What to Consider When You’re Considering Alternative Investments | J.P. Morgan

Fifty Days of Grey | J.P. Morgan Private Bank U.S.

Trump Tariffs 2025: A Guide for Investors | Morgan Stanley

US Economic Insights: An Early Look at the Trump Economy

February 2025 Jobs Report: Economy Adds 151K Jobs | J.P. Morgan

Morgan Stanley cuts US growth forecast for 2025 on tariff concerns

#US

Earth Day: Insights for Investors & Businesses | Morgan Stanley

7 ways to protect your portfolio from Trump's tariff war

Latest Market Updates, Economic Insights, & Policy Changes

Navigating Washington's Risks: Mar-a-Lago Accord, Tariffs and Municipal Tax Exemption | J.P. Morgan