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🔵US December CPI remained stagnant at 2.7% year-over-year as rising food and shelter costs offset falling energy prices, with core inflation holding steady at 2.6% despite mixed sectoral trends like holiday-driven airfare spikes and declining used vehicle prices.
🔵The US labor market exhibited mixed dynamics with the weakest annual job growth since 2020 (adding only 50,000 jobs in December), yet the unemployment rate dipped to 4.4% as service sectors added positions while manufacturing, construction, and retail cut jobs.
🔵The Greenland acquisition hiccup has ignited a conflict that menaces U.S.- EU trade with the prospect of severe tariffs.

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🔵 November CPI eased to 2.7%YoY yet distorted by Black Friday discounts and October owners’ equivalent rent (OER) adjustment.
🔵Jitter on sharp October and September downward nonfarm payroll adjustment and higher unemployment rate belie euphoria on the better-than-expected November nonfarm payroll growth.
🔵The Genesis Mission is instituted to pull off a new epoch of American-led technological and economic prosperity leveraging AI investment, holding the potential to inject an additional $1 to $2 trillion into U.S. GDP by 2035.

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🔵 Asignificant wave of layoffs, led by tech sector restructuring and spreading to other industries, signals a rapidly deteriorating US labor market yet September nonfarm payrolls rose by 119,000.

🔵The 43-day U.S. government shutdown (Oct 1–Nov 12/13, 2025) acted as a massive liquidity drain, pressuring stocks (S&P-4%) and crypto (Bitcoin-20%); estimated 1.5pp drag on Q4 GDP, with risk
of another shutdown in 2026.
🔵 Hawkish Fed rhetoric and a post-shutdown economic data blackout have significantly reduced the likelihood of a December rate cut.

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🔵 USinflation pressure eased and tariff pass-through remained at the modest level.

🔵The September ADP unveiled a shrinking labor market, shedding 32,000 jobs—worst since March 2023—hitting small businesses hard in services and hospitality.

🔵 The CNBC/NRF Retail Monitor revealed a chic 0.66% dip in September 2025 sales (ex-autos/gas), yet a nice 5.42% yearly surge, outshining August, buoyed by wealth-fueled households.

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🔵 August’s paltry 22,000 job growth and upward-trending unemployment rate to 4.3% signify a pronounced deceleration, exacerbated by whopping downward benchmark revisions and an ominous shift from full-time to part-time employment.

🔵The acceleration in headline CPI with 0.2% YoY and MoM upticks compared to July, underscores the entrenchment of inflationary pressures, with the pronounced passthrough of tariffs into core goods prices signaling an incipient broadening of price gains beyond shelter and food.

🔵 Robust retail sales stay afloat by sustained wage growth and robust equity markets, countervailing headwinds from a softening labor market and tariff-induced inflation.

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🔵 July 2025’s inflation canvas splashed a cooling headline CPI (+0.2% MoM and +2.7% YoY), yet core (+0.3% MoM, +3.1% YoY) and supercore (+0.5% MoM, +3.7% YoY) measures simmered with persistent heat from shelter and tariff-spiked goods.

🔵July’s retail scene sparkled with a +0.5% MoM rise, buoyed by strong auto sales linked to expiring credits and robust discount-driven online shopping.

🔵 Abroad-based slowdown in the U.S. labor market was evident in July as job creation caught off guard with only 73,000 positions added, preceded by near-stallion in previous months, and the unemployment rate climbed to 4.2%.

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🔵 June CPI rose 0.3% MoM and 2.7% YoY, with tariff-sensitive sectors driving inflation, moderated by strategic imports from Mexico and Vietnam.

🔵June nonfarm job growth of 147,000 was led by public sector hiring, with private sector weakness and a labor force contraction masking unemployment decline to 4.1%.

🔵 Retail sales grew 0.6% in June, driven by tariff-induced price increases, with real growth at 0.3% after CPI adjustment.

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🔵 U.S. CPI edged up marginally to 2.4% YoY in May (from 2.3% in April), with MoM growth slowing to
0.1% (from 0.2%), as firms absorbed costs or drew down inventories amid demand uncertainty.

🔵Despite a seemingly benign nonfarm payroll print, the household survey revealed a concerning
contraction in employed workers, exacerbated by persistent federal job cuts (22,000 in May, 59,000
YTD) and mounting corporate layoffs as firms recalibrate for prolonged tariff strains.

🔵 April retail sales grew just 0.1%, down from March’s 1.7%, as tariff uncertainty dampened consumer spending, especially in autos.

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🔵 April 2025 saw 177K new jobs, with steady unemployment (4.2%) albeit slowing wage growth (0.2% monthly), underscoring labor market resilience.

🔵Inflation eased slightly with April CPI rising 2.3% YoY (core CPI 2.8%), the lowest since 2021. Shelter costs drove increases, but “super-core” inflation (services ex-shelter) fell to 3.01%.

🔵 April retail sales grew just 0.1%, down from March’s 1.7%, as tariff uncertainty dampened consumer spending, especially in autos.