Hard to count on U.S. trade and inflation news

In the United States, consumer prices have been benign Since FEBRUARYAnd the reading of May continues this trend, according to the report of the consumer price index of the Bureau of Labor Statistics published on Wednesday. In the meantime, the May job reportAlthough better than expected, revised downwards the figures in March and April, exhibiting certain weaknesses on the labor market.

In ordinary times, the dull inflation scenario and a labor market that begins to vacillate interest rates – a decision that tends to increase the economy, by sending higher prices and openings – an easy decision for any central bank.

But we do not live in ordinary times, like Jeff Cox of CNBC noted.

World trade is still surrounded by the prices of American president Donald Trump. Even if the United States and China seem to have reached a agreement on maintaining their Previous commercial pact In Geneva, we don’t know if Pricing figures will change, despite White House Resistance that they would not do it. The fact that the S&P 500 has dropped despite the reaffirmed framework between the United States and China is another sign that investors are wary of taking commercial declarations at their nominal value.

The volatile tariff situation also means that data since April, and in the foreseeable future, could be vague. “The impression of inflation lower than the forecast is reassuring – but only to a certain extent”, ” said Seema Shah, world chief strategist at main asset management. “Price increases focused on prices may not yet switch to IPC data for a few more months, so it is far too premature to assume that the price shock will not materialize.”

When it is difficult to rely on official communication and difficult numbers, we may have to sail on the way to go for a small arminder than usual.

S&P breaks the sequence and the FTSE 100 hits record
American actions fell on Wednesday Despite positive news on trade and inflation. THE S&P 500 lost 0.27% and the Nasdaq Composite Recalled by 0.5%, with the two of the three -day victories sequence. THE Dow Jones Industrial AveragE was flat. The pan -European Stoxx 600 lost 0.27%, but the United Kingdom FTSE 100 climbed by 0.13% for record at a record level.

American prices on China no longer change: Lutnick
Trump said in a Post social post Wednesday that American tasks on China will total 55% – But an official of the White House clarified with CNBC that the figure includes the covered prices of 30% existing and an additional 25% on specific products. Asked on CNBC “Silver movers“If the current American rates on China are will not move againCommerce secretary, Howard Lungick, replied: “You can certainly say that.”

Consumer prices in the United States are deaf in May
The American consumer price index for May came to 0.1% for the month, which puts the Annual inflation rate at 2.4%. Economists interviewed by Dow Jones were looking for respective readings of 0.2% and 2.4%. Excluding food and energy, the basic IPC appeared respectively at 0.1% and 2.8%, compared to forecasts of 0.3% and 2.9%. After the release, the American vice-president JD Vance wrote on x that “the refusal by the Fed to reduce rates is monetary professional fault. “”

Jamie Dimon sees the American economy decrease
The impacts of public spending and monetary policy of the pandemic era which have helped support the American economy has faded, and which makes the country vulnerable to a slowdown in the coming months, according to the country JPMorgan Chase CEO Jamie Dimon. “I think there is a chance Real numbers will soon deteriorate“Dimon said on Tuesday at a conference by Morgan Stanley, according to a transcription of Fostet.

Musk is a U-turn
“I regret some of my messages About the president @realdonaldtrump last week. They went too far, “Elon Musk Wednesday wrote on X. The public quarrel of the two men was triggered by musks opposition To Trump’s “One Big Beautiful Bill Act”. But tensions seem to have cooled. Musk seems to have deleted Some of his publications on social networks, while Trump said On Monday Musk Starlink technology on Musk at the White House on Monday.

[PRO] Who could be a “Shadow” Fed chair?
Trump could already look at a replacement for the president of the federal reserve. That said, Jerome Powell’s mandate only ended in May 2026, so any choice would serve as a “shadow” chair which watches over the central and telegraphic bank the movements that the White House wants concerning monetary policy. Jeff Cox from CNBC breaks down the Possible candidates And how they could influence the markets.

Divorce in dollars? Asian exchange far from the US dollar accelerates the pace

Asia is gradually moving away from the US dollar, as a mixture of geopolitical uncertainty, monetary discrepancies and currency coverage, rapid dedemlarization in the region.

Recently, the association of nations of Southeast Asia, or Asean, committed to stimulating the use of local currencies In trade and investment within the framework of its strategic plan of the newly published economic community for 2026 to 2030. The plan has described efforts to reduce shocks associated with fluctuations in exchange rates by promoting regulations in local currency and by strengthening the connectivity of regional payments.

Although the change is more pronounced in Asia, the world has also reduced its dependence on the greenback, the share of the dollar in world exchange reserves down more than 70% in 2000 57.8% in 2024.