THE HOUR OF TRUTH DRAWS NEAR IN THE UNITED STATES 2/3

16 Jul

THE HOUR OF TRUTH DRAWS NEAR IN THE UNITED STATES 2/3

Leading indicators for the second quarter of 2025 present a mixed but not catastrophic picture for the US economy, with some rebounding while others remain below growth thresholds. The ISM services index registered its lowest level for twelve months, while the manufacturing index remains in contraction territory, suggesting that political uncertainty is weighing on both sectors.

Key Points

  • GDP likely but misleading to rebound in Q2
  • Economy withstands Trump-induced chaos
  • Leading indicators remain indecisive
  • Employment shows signs of cracking
  • Dilemma remains intact for Fed
  • Price indices yet to react to tariffs
  • Between recession and inflation rates also waver
  • Chaos has not been kind to the dollar
  • Rebalancing in favor of more defensive sectors