Highlights
🔵Headline CPI accelerated sharply in April to 3.8% YoY and 0.6% MoM, up from March’s 3.3% and 0.3%, primarily driven by surging energy costs following the Strait of Hormuz blockade.
🔵The U.S. labor market remained resilient, adding a solid 115,000 nonfarm payrolls in April after March’s strong 185,000 gain, with the unemployment rate held steady at 4.3%.
🔵Oil prices corrected modestly after President Trump announced the postponement of a major military strike on Iran and signaled peace talks are in the final stages.

Highlights
🔵Inflation accelerated in March, with the CPI rising 3.3% year-over-year and 0.3% month-over-month fanned by higher energy prices from the closure of the Strait of Hormuz.
🔵Nonfarm payroll added 178,000 jobs in March, recovering from a 133,000 decline in February.
🔵Oil prices exhibit heavy swing amid ceasefire and the strait blockade.

Highlight

🔵Nonfarm payrolls fell by 92,000 in February—the third decline in five months—with unemployment rising to 4.4%, the highest since November of the prior year.
🔵 Oilprices hit six-month highs (Brent ~$71.70, WTI ~$66.50) as President Trump signals an imminent strike on Iran’s nuclear program.
🔵 Brent crude surged over 23% to $110/bbl, gold tumbled 16–20%, silver plunged 22–30%, driven by the Federal Reserve’s pivot to higher-for-longer rates, a strong dollar, and fears of reduced industrial demand.

Highlight

🔵January NFP rebounded to +130,000, improving on Dec’s revised +48,000, with unemployment dipping to 4.3%, yet strength is contested due to massive prior downward revisions.
🔵 Headline CPI cooled to 2.4% YoY and core CPI to 2.5% YoY, with broad-based relief across food, energy, shelter, and used cars.
🔵 Oilprices hit six-month highs (Brent ~$71.70, WTI ~$66.50) as President Trump signals an imminent strike on Iran’s nuclear program.

Highlight

🔵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.

Highlight

🔵 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.

Highlight

🔵 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.

Highlight

🔵 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.

Highlight

🔵 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.