The featured weekly by Northern Trust explores critical developments in U.S. fiscal policy, tariffs, and China's economic trajectory, providing insights for investors navigating these shifting dynamics.
Key Highlights:
• U.S. Fiscal Policy: Challenges in balancing deficit-neutral budget proposals and extending key tax cuts under current Congressional constraints.
• Tariffs Impact: Case study on washing machines highlights the unintended consequences of tariffs, including inflation and limited domestic job creation.
• China's Economy: Structural weaknesses persist despite hitting 2024 growth targets, with low consumer confidence and rising deflation risks.
Access the full report for actionable strategies and in-depth economic insights.
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