Global Economy and Trade
Trade Tariffs and Economic Uncertainty:
There is continued focus on global trade, particularly the impact of US tariffs on various imports (like those from China and Switzerland) and the resulting shifts in supply chains.
AI Market Volatility:
There are reports of a significant market reaction to the potential impact of AI, with a group of AI-related companies collectively losing a large amount of market value.
US Labor Market:
Reports indicate a slowdown in job growth and an increase in layoffs in the US, with a particularly difficult job market for new college graduates.