US resilience boosted by the insatiable appetite for tech
The US growth story to continues to hold up and inflation is elevated, delaying the potential for Fed rate cuts
US growth driven by tech investment in first quarter
The main US growth engine remains investment tied to tech and AI
The US is insulated, but not immune to the Middle East conflict
Higher oil and gas prices may boost the US energy sector, but it comes at a cost for the rest of the economy
1Q GDP should be stronger, but the K-shaped dynamics of the details highlights vulnerabilities for the US economy
Tech capex and high income consumers continue to be the growth engines for the US economy
US business surveys strengthen the case for rate cuts
Strong headline growth in the US masks cooler domestic demand
Fed to push back against calls for rate cuts
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
US retail sales bounce as savvy consumers buy ahead of tariffs
Robust underlying growth despite US GDP disappointment
US maintains growth momentum with warning signs of inflation
US data contradictions make life tricky for the Fed
Il PIL batte le attese, ma i mercati credono ancora a un taglio dei tassi
Inflazione e PIL sopra le attese non impediscono ai mercati di attendersi a breve tagli dei tassi da parte della Fed.
Fed's Powell signals a willingness to cut rates, but more progress is…
Progress appears to being made on the Fed's aspiration of moving the economy into better balance and thus bringing inflation down towards the 2% target
Czech confidence softens but recovery goes on
Weakness in US investment keeps the focus on the consumer
Three calls for the US
Higher for longer means more headwinds for US growth
US GDP surges 4.9% as consumers and government go large
