US inflation rose
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U.S. economic activity increased slightly in recent weeks, but the outlook was neutral to slightly pessimistic, the Federal Reserve said on Wednesday, as businesses reported the Trump administration's higher tariffs were putting upward pressure on prices.
The latest round of tariff threats from President Trump could spark fresh concerns about inflation, which might force the Federal Reserve to maintain its wait-and-see posture on interest-rate cuts, sa
This is a brief overview of Cumberland Advisors’ thoughts on financial markets as we head into the second half of 2025. Read more here.
The emerging divide among Federal Reserve officials over the outlook for interest rates is being driven largely by differing expectations for how tariffs might affect inflation, a record of policymakers’ most recent meeting showed.
While the freight market is stabilizing, ongoing tariff uncertainty, excess truck inventory, and sluggish demand continue to weigh on rates and slow growth.
Recent national and global surveys of business executives have highlighted the U.S. Federal Reserve's dilemma in determining if slowing growth or inflation is the greater risk to the U.S. economy, with interest rate decisions hinging on how policymakers reconcile conflicting information in a still volatile trade environment.
RealPage has updated its multifamily outlook through Q2 2026, based on economic uncertainty and inflation trends, coupled with a decreasing apartment supply. The firm now forecasts national effective rent growth of 2.3%, with widely varying performance among the top 50 markets.
Statistics Canada’s June consumer price index (CPI), set for release Tuesday, is expected to show the annual inflation rate rising to 1.9 percent from 1.7 percent in May, according to RBC and other economists. Accoridng to The Canadian Press, BMO anticipates the rate will reach 2 percent.
MSCI's global equities index lost ground on Tuesday after touching a record high, while U.S. Treasury yields hit their highest level in more than a month, as investors digested a slight rise in U.S. inflation and took a mixed view of quarterly results from big banks.