How to explain US economy’s 4% growth and no jobs
As we enter the final quarter of a turbulent 2025, one of the biggest puzzles of the moment is how the U.S. economy is growing at almost 4% without creating…
US consumers back in focus as retailers get earnings ready
Wall Street will get a close look at how American consumers are faring in the early days of President Donald Trump's tariff regime when the biggest US retailers like Walmart…
Could Trump borrow a page from Argentina’s debt swap playbook?
The United States has been likened to an emerging market country in recent weeks, given its sliding currency, threats to central bank independence and concerns about foreign capital flight. So…
US consumer inflation cools to 2.4% in March
US consumer inflation cooled last month on plunging gas prices, according to government data published Wednesday, as consumers and businesses waited nervously for President Donald Trump's sweeping tariffs to come…
View: The US economic outlook is becoming more uncertain
Wall Street analysts and economists have converged on a more turbulent near-term trajectory for the US economy. The outlook is bumpier than anticipated, with lower growth rates, greater inflationary pressures,…
Sahm rule: My recession rule was meant to be broken, says Claudia Sahm
The US is not in a recession, despite the indicator bearing my name saying that it is. The Sahm rule, which was triggered with Friday’s weaker-than-expected jobs report, joins a…
US recession fears are rising, but here’s why it may not be too hard a landing this time
Turmoil in the markets has renewed fears that the US did not escape history after all, that a hard landing — a recession — is coming. Whether this is all…
America’s debt crisis is getting too big to solve?
Fiscal conservatism has more or less vanished from America’s political landscape. Government borrowing, despite the strong economy, continues to push public debt to record levels – and the presidential contenders…
US inflation rises in line with expectations in March
U.S. inflation rose moderately in March, but that is unlikely to change financial markets' expectations that the Federal Reserve will hold off cutting interest rates until September. The personal consumption…
US manufacturing output increases in March; February data revised higher
Production at U.S. factories increased solidly in March as output at motor vehicle assembly plants and elsewhere rose, suggesting that manufacturing was turning the corner after being constrained by higher…