Monday, September 29, 2025

America's Unbalanced Economy

Beneath the GDP, a Recession Warning
https://www.wsj.com/opinion/beneath-the-gdp-a-recession-warning-fff133de
Business spending dropped sharply in the second quarter. Blame the trade war.


Small Businesses Wither Under Trump’s Tariffs: ‘It’s Hard to Breathe’
https://www.nytimes.com/2025/09/29/business/trump-tariffs-small-businesses.html
Import duties are posing a challenge to some smaller companies, which fear that raising prices to cover higher costs will drive away customers.

 
Rate Cuts Might Not Cure What Ails the Job Market
https://www.wsj.com/finance/investing/jobs-market-interest-rate-cuts-7a016ba3
Tariffs, tight credit weigh on hiring plans while some channels for rate relief are clogged.
 
The Credit Market Is Humming—and That Has Wall Street On Edge
https://www.wsj.com/finance/the-credit-market-is-hummingand-that-has-wall-street-on-edge-0721c324
Concerns mount that a frothy market is concealing signs of excess; sudden bankruptcies rattle investors.
 
Debt Is Fueling the Next Wave of the AI Boom
https://www.wsj.com/tech/ai/debt-is-fueling-the-next-wave-of-the-ai-boom-278d0e04
For aspiring AI players like Oracle, much rides on debt and hope. 

The Two-Speed Economy