OECD unemployment rate has stayed low since early 2022
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
The key interest rate is now 3.25%
Despite intensified uncertainty, risk landscape is largely stable
Filings on pace to hit highest mark since the financial crisis
Tariff threats cloud an otherwise positive North American outlook
Loans and margins are growing, but credit provisions and expenses up too
Moody's, Fitch revise rating outlooks higher
Median GDP call revised sharply higher, SIFMA reports
Resilient U.S. consumers, tariff threats, immigration shifts potentially inflationary