This week on The Economic Effect, we break down three key economic reports that paint a complex picture of the U.S. economy. From a surprise GDP dip to tariff-driven consumer behavior, we dive into how households and businesses rushed to get ahead of the April “Liberation Day” tariffs—artificially boosting imports while distorting traditional economic readings. We focus on the mixed signals in consumer spending, including a surprising drop in McDonald’s U.S. sales, and how business investments surged ahead of expected policy shifts.
But that’s not all—we unpack stubborn inflation trends and what investors should expect as the Fed's 2% inflation target drifts further out of reach. Let’s explore a cooling but steady labor market, where moderation—not momentum—is the theme. Whether you're an investor, policymaker, or just trying to understand what’s driving your portfolio, this episode connects the dots between economic policy and everyday financial impact. Tune in to stay ahead of the curve.
 
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