GDP growth rebound

Recent GCP growth rebound Inflation moderating Labour market still resilient, though showing signs of cooling

us economy news

• The labour market is still relatively stable.
• layoffs remain low

why stocks have dropped - stock pull-back

• Expectations for a rate cut by the Fed
• from very likely to roughly a coin-flip
• Bond yields have risen.
  • 장기채 수익률 상승 (장기채 가격이 하락하고 있다는 의미)

Bond Price <-> Yield

• 채권 가격 상승 -> 채권 수익률 하락
• 채권 가격 하락 -> 채권 수익률 상승

Recent GDP growth rebound

• Real GDP for the U.S. economy grew 3.8% (annualized) in Q2 2025.
• The Atlanta Fed’s “GDPNow” model estimates ~4.0% growth for Q3 2025.
• Many states saw positive growth; for example, 48 states had GDP increases in Q2.

Inflation moderating

• Core inflation (e.g., excluding volatile items) is trending around ~3% for 2025.
• The Conference Board reports the Leading Economic Index (LEI) showed signs of weakening — which suggests inflation is less likely to accelerate vigorously.

Labour market still resilient, though showing signs of cooling

• Unemployment remains relatively low (~4–4.3% in many sources) though some downward momentum on hiring is noted.
• Consumer spending remains decent and wage growth is still present.