#economic-outlook

#economic-outlook

President Trump and his administration are "trying a new tactic for gutting federal rules and policies that the president dislikes: simply stop enforcing them."

"Uncertainty is greatly heightened by the Trump tariffs, and it is likely that the economic slowdown trend will become clearer from (the second quarter) onward," said BNP Paribas chief economist Ryutaro Kono.

"We saw a robust start to 2025 with 30% sales growth, driven by an impressive 65% sales increase in North America," he observes, starting a basic summary that emphasizes "monetization momentum" and "navigating strategic initiatives and macro uncertainty."

Entrepreneurs remain optimistic about the economy despite tariffs, with half predicting a weaker economy; yet 66% maintain positive revenue expectations and only 9% foresee sales declines.

"Gross bookings and revenue are now expected to grow 2% to 4% in 2025, down from the previously projected 4% to 6% growth in February."

AI's potential to revolutionize businesses is overshadowed by current revenue models heavily reliant on advertising, leading to undervalued stock prices for companies like Meta and Alphabet.

Beijing's consideration of a U.S. offer to engage in tariff discussions has helped ease market concerns, lifting sentiment across Asian currencies.

"Private sector activity remains subdued, with our surveys pointing to weaker economic momentum than implied by official data."

The macroeconomic environment is facing heightened uncertainty, in particular from protectionist trade policies, creating volatility in both economic forecasts and financial markets and adversely impacting consumer and business sentiment.

Retail sales experienced a slower decline in April, yet firms anticipate stronger contractions ahead amid ongoing economic uncertainty and weak consumer sentiment.

The overall score for the airline industry dropped to 74 in 2025, with poor scores for Frontier and American leading the decline.

But there are a few things that I do know that Dimon, for all his infinite wisdom, doesn't seem to have fully grasped.

Honestly, I would not be surprised if this market reverses course entirely by the close, Bartiromo said on her Mornings With Maria show during an exchange with fellow Fox Business personality Cheryl Casone.