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Macro - Weekly Briefings - US

Publisher Oxford Economics
Published May 02, 2025
Length 9 Pages
SKU # OFE20029113

Description

The impact of President Donald Trump's trade war is more visible in some data than others. While tariffs had their fingerprints all over Q1 GDP, it was only in the details of the April jobs report that some tariff effects could be discerned.

Table of Contents

9 Pages
US: Tariff effects
Here, there, but not yet everywhere
Why our GDP nowcast was off
Weakness concentrated in anecdotal and sentiment data
Update our baseline tariff assumptions
The week in review
The week ahead
Key forecasts
Latest Country Economic Forecast:
Recent publications
Data Insights
Research Briefings
Annual Calendar
Contacts
Oxford Economics' North American team

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