2025-06

PCE Index Release and Market Impact in Late June 2025

May 2025 PCE index shows core inflation at 2.7%, exceeding expectations. Analysis of Federal Reserve policy implications, consumer spending trends, and market impact from the June 27 release.

The Normalization of Uncertainty: How the Global Economy Learned to Live with Chaos

How global markets adapted to handle multiple crises simultaneously. Analysis of June 2025 economic developments and the new uncertainty paradigm.