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Profits soar, but a more complex path ahead.
Warsh testimony after June CPI indicates a possible policy path.
Questions remain about pension overhaul.
Growing divisions over inflation and the risk of overtightening.
A cautious Fed meets a selective and uneven reopening in global capital markets.
Inflation expectations firm, but households grow more confident in jobs and finances.
Cooling prices, but slowing demand and tariff-driven cost pressures remain.
Eurozone data contrasts with UK fragility and a still-restrictive policy stance.
Softer labour data, Fed repricing and valuation fatigue test the rotation trade.
Headline may reflect seasonal distortions and mixed underlying labour momentum.
Stronger job numbers, but a drop in confidence.
