🇺🇸🇻🇳 Vietnam Deal, Weak Jobs Raise Cut Odds
Mortgage Relief and Industrial Caution
Fed Independence at Risk, while Dollar Sees Worst Start Since ’73
Fed Holds, Mamdani Rises, Housing Slips, and Data Centers Boom
Homebuyers are gaining increasing leverage in the housing market
June Consumer Sentiment Jumps 16% as Tariff Fears Ease
Cooling inflation and housing, lab leasing shifts, and reshoring heats up
Positive May Inflation Data & More Positive News for Data Centers
China trade thaw lifts outlook, while short-term rentals outshine hotels
Inflation Expectations Ease Moderately
Strong jobs report lifts Treasury yields as Fed likely to hold rates in June
