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Market Minute: Spending slowing as consumers navigate uncertainty
Jul 30, 2025 BY Joseph Brusuelas
We expect a 0.3% increase in personal spending in June as consumers increase outlays following the 0.1% decline in May. ... READ MORE >Main Content
Market Minute: The widening gap between equities and the real economy

Equities have become priced to perfection recently, fueled by bank and tech earnings that have exceeded expectations. … READ MORE >
Volatile capital spending reflects tariff turbulence
By Tuan Nguyen

Core business spending on equipment had another month of volatility, with orders falling by a sizable 0.7% in June. … READ MORE >
Market Minute: Private domestic demand excluding trade and inventories will point the way on GDP

U.S. growth in the second quarter most likely advanced at a 2.5% rate following the 0.5% contraction in the first quarter of the year. … READ MORE >
Jobless claims decline, but the recovery is still uneven
By Tuan Nguyen

Initial claims fell to 217,000 for the week ending July 18, down from 221,000 in the prior week. The pre-pandemic average was 218,000.. … READ MORE >