Economy News
Federal Reserve policy, economic data releases, and macro trend analysis.
What Is the Federal Reserve and How Does It Affect Your Investments?
Learn how the Federal Reserve's interest rate decisions, dual mandate, and policy tools directly impact your stocks, bonds, and investment portfolio.
Apr 23, 2026
Macro Economy Sector Analysis: Defensive Rotation Intensifies as Oil Surge and Elevated Rates Signal Stagflation Concerns
Defensive sectors outperform as crude oil breaches $95 while 10-year yields hold 4.32%, reviving stagflation fears amid divergent growth signals.
Apr 23, 2026
US GDP Grew 2.8% in Q1 as Consumer Spending Beats Expectations by Wide Margin
The US economy expanded at an annualized 2.8% in Q1 2025, topping the 2.3% consensus. Consumer spending rose 3.1%, the strongest gain in a year. Business investment jumped 4.4% led by equipment spendi
Apr 22, 2026
US Jobs Report: Economy Adds 256,000 Jobs in April, Unemployment Steady at 3.9%
The US economy added 256,000 jobs in April, well above the 185,000 consensus, while unemployment held at 3.9%. Average hourly earnings rose 0.3% month-over-month and 3.9% year-over-year. The strong da
Apr 22, 2026
Fed Holds Rates Steady, Powell Signals Two Cuts Possible Before Year-End
The Federal Reserve held its benchmark rate at 5.25 to 5.50% but Chair Powell signaled two cuts before end of 2025 if inflation continues declining. The PCE inflation gauge rose 2.7% year-over-year in
Apr 22, 2026
CPI Inflation Eases to 3.1% in April, Shelter Costs Finally Slow
April CPI came in slightly below expectations at 3.1% year-over-year. Shelter inflation fell to its lowest reading since 2021, raising hopes for further disinflation.
Apr 22, 2025
US GDP Growth Slows to 1.6% in Q1 2025 as Consumer Spending Moderates
First-quarter US economic growth came in below the 2.4% consensus estimate. The slowdown reflects tariff front-running in imports and a pullback in consumer discretionary spending.
Apr 22, 2025
Fed Holds Rates at 4.25%–4.50%, Signals Patience as Inflation Stays Sticky
The Federal Reserve kept rates unchanged at its May meeting, with Powell noting 'elevated uncertainty' from tariffs and a labor market that remains 'solid'.
Apr 22, 2025