Navigate the second half of 2025 with our data-driven analysis of ten critical market indicators. In this episode of Markets in Minutes, we examine Trump's evolving tariff strategy, manufacturing cycle dynamics, inflation trends, and the AI semiconductor boom that's reshaping global trade. Despite headlines suggesting chaos, our research reveals a more nuanced picture: tariff escalation has likely peaked, manufacturing shows resilience rather than collapse, and inflation remains surprisingly contained. Meanwhile, AI-driven demand continues to power semiconductor growth, creating structural support for markets. Get the essential charts and insights you need to distinguish between policy noise and economic reality. Access our exclusive 2025 Key Data Dashboard at MacroMicro for deeper analysis. https://en.macromicro.me/blog/investors-guide-to-2h-2025-10-critical-charts-to-navigate-policy-uncertainty --- 🎙️Voice powered by Sayes - an AI-driven voice cloning platform enabling multilingual podcast and content creation rapidly, preserving authentic voice tones and expanding global reach. More info: https://sayes.studio/ -- Hosting provided by SoundOn