Despite war, tariffs and a host of other threats that weigh on the outlook for the global economy, the rise of the international equity premium over US stocks remains intact this year, based on a set of ETFs through Tuesday’s close (June 24).
Daily Archives: June 25, 2025
Macro Briefing: 25 June 2025
Job worries weigh on the US Consumer Confidence Index in June. “Consumer confidence weakened in June, erasing almost half of May’s sharp gains,” said Stephanie Guichard, Senior Economist, Global Indicators at The Conference Board. “The decline was broad-based across components, with consumers’ assessments of the present situation and their expectations for the future both contributing to the deterioration. Consumers were less positive about current business conditions than May. Their appraisal of current job availability weakened for the sixth consecutive month but remained in positive territory, in line with the still-solid labor market.
