Good news lift markets about US trading and inflation

There have been consumer prices in the United States good Since then FebruaryAnd the May Read the May and the Consumer Prices Index Report released on Wednesday due to the bureau of labor statistics continuing this trend. Meanwhile, May Affairs ReportIf it is better than expected, the figures for March and April, expose some weaknesses in the labor market.

The ordinary Times, a work market scenario, which started from the silent inflation scenario and Wobble, increases cutting interest rates – an action for any central bank – an easy decision to increase the economy, prices and work openings.

But like CNBC’s Jeff Cox, we do not live in ordinary times erected.

Global trade is still spread by US President Donald Trump’s tariffs. Although the United States and Chinese appear agreement Their postponement Previous Trade Pact There is no explanation in Geneva mood Tariff numbers, though, will change Those who trust in the White House they don’t do. In addition, 55% tariff rate is still available It is very heavy to many US importers. Despite a confirmation of a framework between the United States and China, the fall of S & P 500 is an increasing sign with trade ads with investors and trade ads.

The variable tariff situation can be fuzzy for data and close future since April. “Today’s forecast has delivered inflation printing – but in a degree” gossip SEEMA SEEMA SEEMA Shah. “Tariff Price Increase CPI data cannot be nourished for several months, so it is often possible to assume that the price shock will not be material.”

When it is difficult to communicate with official communication and hard numbers, US federal reserve and investors – When you move a little more than usual, you need to walk the path.

S & P breaks break the strips
US shares fell on Wednesday Despite the positive news about trade and inflation. This S & P 500 0.27% and Nasdaq composite Both withdrew 0.5% by taking a three-day victory. This Dow Jones Industry Medium It was straight. Asian-Pacific markets fell mainly on Thursday. Japan Nikkei 225 Sliding time 1: 20% Singapore time, but South Korea Cassapy Added 0.68% for the seven-day winning strip.

Potential extension on tariff break
US Treasury Secretary Scott Bessent said that the 90-day tariff felony of Trump leadership on Wednesday is open for 90-day tariff composition for the United States Show “Good faith” in ongoing trade talks. The White House is working on deals with the “significant trade partner”, Bessent said at a meeting of the Congress.

US Chinese tariffs will not change again: lutnick
Trump said a Truth Social Writing Wednesday The US tasks in China will be only 55% – However, the official officially officially announced with the CNBC, which is an additional 25% additional 25% of special products. CNBC’s “Money“If there are US tariffs available in the United States It doesn’t go back to slipTrading Secretary Howard Lutnick replied: “You can definitely say it.”

The budget deficit in the United States is growing
This The US government was $ 316 billion in May, In April, a surplus return the tax season from receipts. Although 14% more than May 2025, in May 1.36 million, in May 2025, in May 1.325 per year. The cost of financing costs has been made a great contribution to financial issues, $ 36.2 trillion debt, $ 92 billion in debt.

Consumer prices in the United States in May
The US Consumer Price Index may have reached up to 0.1% over the month Annual inflation in 2.4%. Economists examined by Dow Jones were looking for appropriate readings 0.2% and 2.4%. Core CPI, except for food and energy, compared to 0.3% and 2.9% forecasts and 2.8%, 2.8%. After releasing US Vice President JD Vance write In X “is to refuse to give up Fed money is flawless“

Jamie Dimon sees the US economy decreases
Pandemic-time state spending and monetary policy, which help support the US economy, makes it sensitive to the country in the coming months JPMORGAN CHASE CEO Jamie Dimon. “I think there is a chance Real numbers will get worse soon“Dimon said on a transcript from blows, Morgan Stanley said on Tuesday.

(Pro) Who can be ‘shadow’ Fed chair?
Trump can already be replaced for the chairman of the Fed. This does not end until May 2026, Jerome Powelli, so any selection will serve as a “shadow” department that follows the actions of the banks and telegraphs. CNBC’s jeff is down too Possible candidates and how can affect the markets.

China Racing, the AI ​​ecosystem bites US technological crap. How the supply chain is collected

Beijing was mobilized ten billions of The dollar for the purchase of advanced semiconductors used in the development of artificial intelligence in the United States. Although China can “cruel force”, some progress, according to experts, there is still a long way to go.

The task was further difficult, thinking that the United States is not limited access to the world’s most advanced plugs in the world and the technology is important to create an EI chip ecosystem.

These restrictions cover the entire semiconductor value chain of design and production equipment used to produce AI chips to support elements such as memory chips.