
In this episode we are going over the "US Economic Health Report," which offers a comprehensive analysis of the United States economy in mid-2025, highlighting both its strengths and challenges. It details a significant GDP rebound driven by consumer spending, alongside a robust, though complex, labor market where wage growth generally outpaces inflation. However, the report also identifies persistent core inflationary pressures, particularly in areas like food and shelter, and addresses the evolving housing market, which faces affordability issues despite increasing inventory. Furthermore, it examines soaring financial markets buoyed by AI optimism and the growing federal deficit exacerbated by rising government expenditures and recent tax policy adjustments. Finally, the report discusses the impact of global trade tensions and policy uncertainty on the U.S. dollar and overall economic stability, concluding with an outlook that projects moderate growth, gradually moderating inflation, and a slight increase in unemployment, all dependent on the Federal Reserve's delicate policy balancing act.