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June 30, 2026 10:45 AM UTC
• While some are becoming wary that AI bust could arrive in coming quarters, AI labs revenue growth has been explosive and this sustains the vertical chain of datacenter demand and commitments for the hyperscalers and also buoyant semiconductor demand. For 2027 and 2028 capital markets re
June 29, 2026 3:16 PM UTC
We expect an unchanged June PPI, a significant slowing from two straight gains of 1.1% as energy corrects from recent strength and other inflationary stimuli from the conflict in the Middle East fade. We expect a 0.4% rise ex food and energy, matching May’s outcome, and also a 0.4% increase ex foo
June 29, 2026 1:26 PM UTC
After a sharp deterioration in May’s trade deficit, previously positive forecasts for Q2 GDP need to be trimmed significantly, though there is still uncertainty over June data. We now expect a Q2 GDP increase of only 0.9%, down from a previous estimate of 2.3%. After an upward revision to Q1 our