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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 1:18 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
June 25, 2026 7:12 AM UTC
We expect June’s non-farm payroll to rise by 115k overall and by 125k in the private sector, the former a slowing from 172k in May but the latter marginally stronger than May’s 120k increase. We expect the unemployment rate to remain at 4.3% for a fourth straight month and an in line with trend