Weekly Economic Commentary

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.