Markets
Macro
Markets have continued to post growth despite worries over international trade and more. Trump has imposed more tariffs on key trading partners, which raises some questions yet to be answered.
Market Intel
Yield Curve Steepens After Inversion
The U.S Treasury yield curve is flattening after a long stretch of inversion. Since 2022, short-term interest rates have exceeded long-term interest rates, showing a downturn. This inversion has been present for nearly 2 years, surpassing the 623-day record, which was set in 1978. Remarkably, no recession has arrived yet. In May of 2025, the yield curve…
Steel Tariffs Fuel International Worry
Trump held a rally on May 30th at a US Steel plant in Pennsylvania, announcing he would double the current tariff rate on imported steel and aluminum from 25% to 50% as of June 4th. This continues to impact international trade relations as Canadian, EU, and British leaders are not happy with the news.
Taxing Endowment Returns
President Trump has proposed to raise the tax on university endowment returns from 1.4% to as high as 21%, causing debate across higher education. This move, part of a broader budget bill, targets private universities with substantial endowments, such as Harvard, Yale, and Stanford. If enacted, the policy could reduce the flow of institutional capital i…
American Consumers are Seemingly Bracing
As inflation lingers and economic signals flash mixed messages, American consumers are adjusting their behavior in subtle but significant ways. A growing undercurrent of recession anxiety is driven by high interest rates, political uncertainty, and global instability. This is beginning to ripple through household budget…
Current Affairs
Ukrainian Drones Break Through
On June 1st, Ukrainian drones were launched from within Russia, targeting Russian air bases and eliminating a significant portion of the Russian fleet. Referred to as “Operation Spiderweb”, this marks one of Ukraine's most successful advances to date and demonstrates to Putin that although Ukraine may appear weak, it still poses a serious threat to Russ…
Chinese Agroterrorism
Federal prosecutors have charged two Chinese nationals, Yunqing Jian and Zunyong Liu, with attempting to bring a toxic fungus into the United States. Jian was a postdoctoral researcher at a plant pathology lab at the University of Michigan, and her boyfriend, Liu, worked at a Chinese university. In July 2024, Liu was discovered at Detroit Metropolitan A…
News
More from the Week
Friday’s jobs report will likely show that hiring has cooled.
The U.S trade deficit has fallen by a record amount as demand for imports drops.
NBA Finals: Haliburton sinks a 2-pointer with 0.3 seconds remaining to win Game 1 for the Pacers, despite a 38-point game for Shai Gilgeous-Alexander of OKC.
Ukraine claims the bombing of the Russian Crimean bridge.
Trump orders an investigation of Biden’s alleged use of autosign.
Read the full stories and more at theweeklyyield.com.