● **US Economy Turbulence Ahead**
1. US Economic Outlook for the Second Half of 2025: Analyzing Inflation, Interest Rates, and Growth Rates
Looking at the future trends of the US economy in the second half of the year, attention is focused on the Federal Reserve’s (FOMC) benchmark interest rate policy and its chain reactions, centered around PCE inflation and inflation indicators.
Chairman Powell’s remarks and economic forecasts from the Fed suggest the possibility of both slowing economic growth and easing inflationary pressures.
At the same time, employment and consumption indicators are expected to play a significant role, reflecting the overall uncertainty in the US economy.
Therefore, it is important to monitor real-time economic trends while keeping in mind the SEO key words: economic outlook, inflation, and US economy.
2. Congressional Debt Ceiling Negotiations: Fiscal Crisis and Global Financial Risks
The US Congressional debt ceiling negotiations are acting as a significant source of anxiety for domestic and international investors.
If the debt ceiling negotiations are delayed, there are concerns about government default and credit rating downgrades.
The global financial market is likely to react sensitively to this fiscal crisis, so it is necessary to carefully analyze the impact on the global economic outlook, debt ceiling policy, and the overall US economy.
The outcome of this negotiation is expected to greatly affect market liquidity and economic stability.
3. In-Depth Analysis of the US June Employment Indicators: Tariff War Risks and the Possibility of an ‘Unemployment Rate Shock’
In the recently released June employment indicators, the possibility of job losses and restructuring in specific industry sectors is being raised due to the prolonged tariff war and intensifying global trade conflicts.
Although employment growth continues, the risk of an ‘unemployment rate shock’ due to unemployment rate fluctuations and unpredictable external shocks remains.
In this regard, attention should be paid to the US economy, employment indicators, and liquidity management strategies.
In addition, it is important to understand the impact of these factors on the overall US economy in chronological order.
[Related Articles…]US Economic Outlook Analysis for the Second Half of the YearCorrelation between Employment Indicators and Inflation
*YouTube Source: [ 경제 읽어주는 남자(김광석TV) ]
– [LIVE] (1)미국 하반기 경제전망 (2) 부채한도 협상 (3)미국 고용지표 심층분석 : 관세전쟁, ‘실업률 쇼크’ 올까 [즉시분석]
● **Auto-Peak, Tariffs-Twist**
Peak Out in the Global Automotive Market? New Changes Brought by Tariffs and Amendments to Commercial Law
0:00 ~ 00:52 – Broadcast Start and Atmosphere Formation for Tariffs and Commercial Law
Today’s broadcast covers major issues related to tariffs and commercial law amendments amid changes in the global economy and the international trade environment.In the financial market, positive signals from tariffs and commercial law have led to a stable trend in the K-stock market and the KOSPI index.From the beginning, some analyses emphasized that expectations were forming for resolving the misuse of breach of trust crimes through tariff reductions and amendments to commercial law.
00:52 ~ 1:13:44 – Closing Bell Live: Effects of the Tariff and Commercial Law Windfall
Closing Bell Live focused on the positive impact of tariff relief and commercial law amendment news on the market.The domestic stock market settled above 3,100 points, showing improved investor sentiment despite global economic uncertainties.Attention was also paid to how tariff adjustments in the international trade environment will bring about changes in future market trends.
1:13:44 ~ 1:54:37 – Excellent Analysis: Global Automotive “Peak Out” and the Impact of Tariffs in the Second Half
In the Excellent Analysis segment, the “Peak Out?” controversy was raised against the backdrop of strong global automotive sales in the first half of the year.It was pointed out that we are at a point where concerns and expectations about how tariffs will affect the second half intersect.Along with international trade issues, uncertainty across the global economy is attracting investors’ attention.
1:54:37 ~ 2:42:18 – Daily Hint: Changes in the K-Stock Market and Investor Sentiment
Daily Hint analyzed that the Asian stock market is being driven by foreign and institutional investment, revitalizing the K-stock market.It shows that investors are shifting their sentiment in a positive direction despite various variables in the global economy.As international trade and tariff issues are considered simultaneously, the market is responding to complex variables.
2:42:18 ~ 4:50:03 – In-depth Interview and Understanding: Commercial Law Amendment and Breach of Trust Controversy
In the in-depth interview, concerns about the possibility of misuse of breach of trust crimes were raised, and the need for institutional improvement through commercial law amendments was discussed in detail.Through the views of the representative of Financial Justice Solidarity, an analysis was made of whether the commercial law amendment could play a practical role in blocking loopholes such as delisting.The Understanding segment focused on how much the passage of the commercial law amendment would enhance corporate transparency through examples of accounting books of battery companies.As such, the issue of breach of trust crimes and commercial law amendments provide important implications for investors as changes in laws and systems in the global economy and international trade environment.
< Summary >Concerns were raised about the impact of tariffs expected in the second half of the year, along with strong global automotive sales in the first half.In Closing Bell Live, the K-stock market showed stability as the tariff and commercial law windfall had a positive impact on the stock market.Excellent Analysis dealt with the “Peak Out?” controversy and global automotive sales, and Daily Hint identified the K-stock market trend driven by foreign and institutional investment.In-depth interviews and Understanding provided a detailed analysis of the possibility of institutional improvement through the issue of breach of trust crimes and commercial law amendments.It is time to pay attention to future market volatility and system changes, focusing on the keywords of global economy, international trade, tariffs, commercial law amendments, and K-stock market.< Summary >
[Related Articles…]Analysis of Global Tariff TrendsOutlook on the Impact of Commercial Law Amendments
*YouTube Source: [ 삼프로TV 3PROTV ]
– [25.07.03 오후 방송 전체보기] “피크아웃?” 상반기 선방한 글로벌 자동차…”하반기 관세 여파?” / 배임죄는 악용될 수 밖에 없는 죄? 상법 개정으로 막아낼까?
● Tax-Cut-Fueled-Job-Gasm
U.S. Employment and Tax Cut Points – June Job Growth and Unemployment Rate Improvement, Passage of Trump’s Tax Cuts, and Impact on Stock and Securities Markets
1. Analysis of June Employment Trends
In June 2025, U.S. employment indicators rose, significantly improving the employment rate.
New hires were made in many industries, which acts as a positive signal for economic recovery and improved consumer sentiment.
The upward trend in employment is considered by domestic and foreign stock investors to contribute to building a stable economic foundation.
Along with this, trading volumes in major companies’ stocks and securities markets are also increasing.
2. Impact of Unemployment Rate Decline on the Overall Economy
According to the latest report, the unemployment rate has noticeably declined.
Improved unemployment rates lead to increased household consumption and improved corporate performance, injecting vitality into the overall economy.
In particular, expectations for interest rate cuts are rising amid economic recovery movements linked to interest rate policies.
These changes positively impact the economy, stock, and securities markets, stimulating investment sentiment.
3. Passage of Trump’s Tax Cuts in the House and Future Outlook
The tax cut plan proposed by former President Trump has passed in the House of Representatives.
This tax cut plan is expected to positively affect corporate and individual income, and investors’ attention is focused on the stock and securities markets.
The passage of tax cut policies will act as a factor promoting economic growth and job creation, and this will be reflected in the financial markets.
Following the passage of the tax cut plan, additional economic policy measures such as interest rate cuts are expected, acting as a green light for investors.
4. Hong Ki-ja’s Daily New York – Real-Time Economic Information and Market Analysis
You can receive vivid global economic trends through Hong Ki-ja’s appearance on Daily New York in collaboration with Maeil Business Newspaper.
The program provides in-depth analysis of major issues such as the latest employment data and tax cut policies.
In particular, the ‘Maekyung Wall Street Rich Club’ broadcast on Thursday, July 3rd, at 10 PM will provide more detailed information on stock, securities, and economic outlooks.
Watching the program will allow you to grasp real-time information and future economic trends necessary for investment, making it a valuable source of information for stock and employment-related investors.
Conclusion
This post has thoroughly examined the changes in the economy, stock, and securities markets due to the June increase in employment, the decline in the unemployment rate, and the passage of Trump’s tax cut plan.
It is worth paying attention to the impact of future interest rate cuts and tax cut policies on the overall economy, and what opportunities the real-time information provided through Hong Ki-ja’s Daily New York will offer to investors.
Summary
In the United States, an increase in employment and an improvement in the unemployment rate were confirmed in June, and Trump’s tax cut plan has passed in the House, sending positive signals to the stock and securities markets.
These changes significantly impact the overall economy, especially stock, securities, and interest rate policies, and a more in-depth analysis is provided through Hong Ki-ja’s Daily New York.
[Related Articles…]
Employment Trend Analysis and Outlook
Impact of Tax Cuts on the Stock Market
*YouTube Source: [ Maeil Business Newspaper ]
– [美개장포인트] 6월 고용 늘고 실업률은 하락ㅣ트럼프 감세안 하원 통과 청신호ㅣ홍키자의 매일뉴욕
