Pressure on immediate-term cash flows has eased somewhat, but planning for the future is as murky as ever.

“Immigration was an important driver of the labor market rebalancing [after the Covid-19 pandemic]. Reduced immigration could therefore fuel renewed inflationary pressures.”

Various policies from President Trump are creating economic shocks. “If you were to design something that is really quite negative for the economy, this is it.”

Here's some context on his most notable comments about his economic policies.

Wharton professor points out synergies in the "triangle of immigration, investment, and jobs."

After a combined 1,475 bps in increases, the U.S. Fed, ECB, and BOE are expected to reduce rates by only 575 bps by the end of next year.

Ocean freight rates for goods from Asia to Europe have more than doubled over the past four weeks.

The IMF trimmed its global-growth projections, warning of high uncertainty and risks as financial-sector stress adds to pressures emanating from tighter monetary policy.