Washington Post (December 23)
U.S. “tariffs have generated about $25 billion a month since April,” which may seem big. But these monthly takes are really “more like rounding errors than game changers. The gross domestic product of the United States in 2025 will be about $31 trillion.”
Tags: $25 billion, $31 trillion, 2025, April, Big, Game changers, Gross domestic product, Rounding errors, Tariffs, U.S.
MarketWatch (December 22)
“The kitchen sink was thrown at the economy in 2025 — punishing tariffs, higher inflation, rising unemployment — but the U.S. might still be growing at an above-average speed in a sign of surprising pluck.” Can the momentum continue? AI may deliver continuing investment and efficiency gains. In addition, 2026 “should also benefit from lower interest rates, relaxed tariffs, fewer taxes and regulations, and more government spending in a midterm-election year.”
Tags: 2025, 2026, AI, Economy, Efficiency gains, Inflation, Interest rates, Investment, Momentum, Regulations, Tariffs, Taxes, U.S., Unemployment
Fortune (December 11)
“For all the volatility 2025 has endured, things have actually turned out relatively well: The S&P 500 is up by more than 17%, inflation hasn’t spiked despite an onslaught of tariffs, and the unemployment rate has stayed fairly steady. Analysts and investors are generally feeling positive about 2026 as a result.” This may be overlooking signs of weakness. “Beneath the relatively robust macroeconomic picture, cracks are beginning to show.”
Tags: 17%, 2025, 2026, Analysts, Endured, Inflation, Investors, Macroeconomic, Overlooking, Positive, S&P 500, Steady, Tariffs, Unemployment, Volatility, Weakness
Wall Street Journal (December 7)
“Advertising spending will grow more than predicted in 2025 because tariffs didn’t take as big a bite as expected and AI provided a boost…. Global ad revenue excluding U.S. political advertising will grow 8.8% in 2025 to $1.14 trillion, WPP Media said, raising its forecast from the 6% it predicted in June,” while worldwide advertising is now expected to grow 7.1% in 2026, up from June’s forecast of 6.1%.
Tags: $1.14 trillion, 2025, 2026, 8.8%, Ad revenue, Advertising, AI, Forecast, Predicted, Spending, Tariffs, U.S., WPP Media
SF Gate (November 6)
“America’s tech industry continues to lead in a grim metric.” Challenger, Gray & Christmas released a report that “tracked layoff announcements from companies” and “in 2025, the tech industry had the highest recorded number of layoffs for the month of October: 33,281 compared with 5,639 in September.” But the report found layoffs are hardly restricted to the tech industry. “Total year-to-date job cuts in the U.S. are at their highest level since the pandemic struck in 2020” while “layoffs for the month of October” were the highest recorded since 2003.
Tags: 2003, 2020, 2025, Grim metric, Highest, Job cuts, Layoffs, October, Pandemic, Tech industry, U.S.
Newsweek (November 3)
“Only 28 out of every 1,000 U.S. homes changed hands between January and September 2025,” marking “the lowest rate since at least the early-mid 1990s.” Increasingly, “U.S. homeowners are staying put amid growing economic uncertainty and the ongoing affordability crisis.”
Tags: 1990s. Homeowners, 2025, 28, Affordability, Crisis, Economic uncertainty, Homes, January, Lowest rate, September, Staying put, U.S.
Fortune (September 3)
“As traders head into the final leg of 2025 they are not doing so with overconfidence. In fact, if this week’s bond market is anything to go by, they’re nervous.” Safe haven gold has hit record highs and a “global bond selloff” is creating concern over national debt. “The upset isn’t confined to America alone. In Europe, French government bonds…similarly spiked toward a 5% yield and sit at 4.49% at the time of writing, marking its highest run since 2009.” Arguably, the U.K. is getting hit hardest, “with 30-year gilts pushing above 5.7%, their highest level since the spring of 1998.”
Tags: 2025, Bond market, France, Gilts, Global bond selloff, Gold, National debt, Nervous, Overconfidence, Record highs, Safe haven, Traders, U.K., U.S.
Wall Street Journal (July 21)
“While no recession has been yet forecast, economic growth is expected to slow substantially in 2025” based on a larger than expected decline in leading economic indicators. “The U.S. economy is set to slow… with the impact of tariffs becoming more pronounced in the second half of the year through higher prices.”
Tags: 2025, Decline, Economic growth, Forecast, Higher prices, Impact, Leading economic indicators, Recession, Second half, Slow, Tariffs, U.S.
Market Watch (July 14)
In contrast with previous guidance, Goldman Sachs now expects U.S. home prices to grow only 0.5% in 2025 and 1.2% the following year, “a huge drop from the growth the market saw during the pandemic.” Goldman cited “three big reasons for its pessimism regarding home prices: slowing prices, rising housing supply and persistently high mortgage rates.”
Tags: 0.5%, 2025, Drop, Goldman Sachs, Growth, Guidance, Home prices, Housing supply, Market, Pandemic, Pessimism, Slowing, U.S.
WARC (June 13)
“Alphabet, Amazon and Meta dominate the advertising market outside China: they’re set to account for 54.7% of that total in 2025 – equivalent to $524.4bn – rising to 56.2% in 2026. The introduction of AI stands to disrupt some ad revenue models, particularly in search, but Google’s dominance of that market will likely persist in the near term,” according to WARC’s Global Ad Forecast Q2 2025.
Tags: $524.4bn, 2025, 2026, Ad revenue, Advertising market, AI, Alphabet, Amazon, China, Disrupt, Dominance, Dominate, Global Ad Forecast, Google, Market, Meta, Persist
