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The striking irony is US re-industrialization will rely heavily on #imports. The harsh reality, which has spurred our long-standing #reindustrialization #investment theme, is the US simply doesn’t make enough stuff.

The Fed is still using a 2% #inflation target but a courtside seat at an #NBA playoff game will now cost you $149K!!!  Jay #Powell clearly isn’t a basketball fan.

Jobless Claims (LEADING Indicator) potentially starting to warn about labor markets weakening. #Investors should increasingly focus more on profits and #employment rather than on capricious #tariff policy.

Magnificent no more? New data shows the #Mag7 is no longer driving #growth, value, or returns. Read our latest Insight “The Mag 7 becomes the Mid 7” to learn more: jump.rbadvisors.com/l/746533/2025-…

What were the odds that $NVDA would report a negative surprise when their CEO was scheduled to be a featured guest on TV last evening? (RBA holds mentioned stock in portfolios and via ETFs that hold the stock.)

Continuing Claims have just broken out to the highest level in 7 years (ex the pandemic). Not dire, but this could be a key stat re the future health of household #cash flow. Watch closely.

Investors should be more skeptical re #AI improving productivity than they are. The #internet was supposedly going to provide major #productivity improvements but US productivity has actually been worse than during the pre-internet period.

#Trade uncertainty driving businesses absolutely nuts. How does one know that? A record trade deficit is immediately followed by the weakest trade in almost 2 years.

Other than during QE and the pandemic, #Fed Funds tends to follow #PersonalIncome growth. Today’s PI strength is great for households but bad for those who want the Fed to cut rates.

Considerable chatter about #USD weakness but few seem to realize #Fed rate cuts might further weaken the USD. Weak USD + massive trade deficit + #tariffs = #inflation.

RBA’s goal is always to be politically dispassionate #investors. Why? #Political affiliation is now clearly influencing #inflation expectations and that’s downright silly.

Successful US reindustrialization will require significant foreign #capital. Making US capital #markets LESS attractive therefore makes zero sense relative to achieving that goal. cnbc.com/2025/05/30/us-…

My 1978 edition of Macroeconomics still sits prominently on my bookshelf. Thank you, Stanley Fischer. RIP.

The ebb and flow of #trade is causing significant gyrations in GDP. 2Q25 Atlanta #Fed GDPNow up to 4.6% after last quarter’s negative growth.

700 programmers faking AI and fooling MSFT!?!?! A bit more due diligence might have been worthwhile. (RBA may own the mentioned stock in portfolios or via ETFs that hold the stock.) businesstoday.in/technology/new…

Seems the Aluminum market understands basic #economics. #Tariffs are undeniably inflationary when the US doesn’t have the capacity to make up for tariffed products.

JOLTS shows the #labor market continues to ease but remains tight with more job openings than unemployed workers.

Company’s responses to #immigration policies increasingly suggest companies will either cut back services and/or the #labor market will tighten as policies take hold. ndtvprofit.com/business/walma…

ISM Services New Orders (LEADING indicator) drops below the critical 50 level signaling contraction. Not a death knell for the #economy but our defensive positioning seems increasingly prudent.

Forget politics, every #investor and business person should be totally appalled by this report. The US #economy and financial #markets are the envy of the free world for our unparalleled objectivity and clarity of data. That should NEVER be at risk. politico.com/news/2025/06/0…