Word seems to be getting around.

RT @RemyBlaireNews: "The credibility of U.S. economic data is under the microscope—and for good reason.". James Knightley @Knightleyeco, Se….

Introducing Grok Imagine.

RT @ING_Economics: 🇺🇸 We think US rate cuts could come sooner rather than later. We're now pencilling in September. Here's what ING's @knig….

The July US jobs report has completely changed the story on the health of the economy. It no longer looks as “solid” as Chair Powell suggested with the Fed under increasing pressure to act quickly to turn things around…

The President and Fed Chair Powell appear to be on collision course once again as the head of the central bank hints that rate cuts shouldn’t be taken for granted…

US Housing demand is weak and with supply now rising home prices are edging lower. Should they continue to fall this raises concerns and household wealth and confidence while creating more problems for the construction sector.

RT @ING_Economics: In this week's THINK aloud, a replay of our live webinar, ING's @ingafechner, @MarketsGarvey, and @Knightleyeco look at….

Respectable US jobs report suggests no Fed interest rate cuts before September, but the composition of job creation raises concerns amidst more talk of future lay-offs.

Some thoughts on how quickly US interest rates will head lower…

RT @ING_Economics: 🇺🇸 President Trump's fiscal policies, including the One Big Beautiful Bill Act, are set to widen the US deficit by $2.4….

A surprise drop in US consumer confidence suggests that job fears are trumping the rebound in equity markets right now. Sentiment is currently consistent with spending growth of just 0.5% QoQ annualized.

No surprises from the Fed today who continue to lean in the direction of rate cuts, but we doubt they will pull the trigger before December.

RT @RemyBlaireNews: "Cooling U.S. inflation boosts confidence, but will it last? James Knightly breaks down the CPI drop.” - James Knightle….

The Fed’s wait and see stance could continue for another couple of meetings with the prospect that rate cuts come later than the markets are pricing, but the moves end up being sharper.

1Q US GDP contracted thanks to an import surge ahead of tariffs. However broader weakness is likely in coming quarters as consumer sentiment sours and businesses sit on their hands while government continues to cut spending.

US consumers have been front running tariffs, but this means weaker spending in the 2H 25 as households fear the effects of tariffs on the spending power, worries about possible job losses and thirdly a loss of wealth through falling stock and bond prices.

RT @ING_Economics: Tariffs - this is going to hurt. Even in America, at first. Give us a minute and watch this from our US economist @Knig….

President Trump’s use of tariffs may eventually reap dividends from a stronger manufacturing sector, but the transition period is going to be painful.

Today’s US numbers were pretty ugly and coming ahead of “Liberation Day” will only fuel fears of stagflation.

The Fed left rates on hold and remain in no hurry move again, but President Trump’s spending cuts and trade protectionist policies are hurting growth prospects and will likely force the central bank’s hand later in the year.

RT @ING_Economics: 🇺🇸 US inflation cooled in February, primarily due to lower airfares. But, and it's a big but. tariff fears are alread….