Tariff Swings Shake U.S. Glass Packaging Industry Manufacturers cite policy uncertainty as shipments and inventory plans are disrupted

Tariff Swings Shake U.S. Glass Packaging Industry #Tariffs #GlassPackaging #Manufacturing #USIndustry #PolicyUncertainty

📈 Moderate Growth: 2.2% GDP growth, inflation slows to 2.5%, but supply-side constraints persist.
⚖️ Policy Uncertainties: Trade, health care, immigration, and fiscal pressures create risks.
#USEconomy2026 #GrowthInflation #PolicyUncertainty
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Federal Reserve Highlights Risks to Financial Stability in New Report Fed warns of policy uncertainty, AI shocks, and central bank independence issues in 2025 stability report.

Federal Reserve Highlights Risks to Financial Stability in New Report

#federalreserve #policyuncertainty #donaltrump #centralbankindependence #ai

New Jersey's Offshore Wind Ambitions Hit Significant Setback as Project Delay Pushes Timeline Back Two and a Half Years A significant setback has emerged for New Jersey's offshore wind ambitions as a vital transmission project by JCP&L, responsible for connecting offshore wind farms to the grid, has been postponed by 2.5 years due to challenges affecting its feasibility. This delay threatens to derail the state's aggressive targets for offshore wind energy, which are now facing headwinds from policy uncertainty and broader economic pressures, mirroring difficulties experienced by similar projects in other states.

New Jersey's Offshore Wind Ambitions Hit Significant Setback as Project Delay Pushes Timeline Back Two and a Half Years #PJM #OffshoreWind #NewJersey #RenewableEnergy #TransmissionInfrastructure #PolicyUncertainty

#PolicyUncertainty Agriculture, contributing 40pc of GDP and 80pc of exports, struggles under erratic decisions like diesel vehicle bans, immobilising harvest equipment.

Read more - ow.ly/zwK550Wqn9X

State leaders debate tax cuts amid uncertain policy landscape Leaders discuss conflicting tax cut proposals, highlighting uncertainty in governmental decisions.

The Escambia School District is facing a financial storm as state leaders clash over proposed tax cuts that could reshape its funding landscape.

Get the details!

#FL #CitizenPortal #FiscalResponsibility #EducationFunding #PolicyUncertainty

Policy uncertainty fuels rise in U.S. government debt hedging NEW YORK (Reuters) -The cost of insuring exposure to U.S. government debt has climbed noticeably over the past month and remains stubbornly high, as jittery investors brace for a looming U.S. borrowing-limit political debate as well as overall policy uncertainty. Spreads on U.S. credit default swaps (CDS) - market-based gauges of the risk of a sovereign default - widened to their highest since the debt ceiling crisis of 2023 in recent weeks. The size of the market and trading volumes have also increased recently, Barclays said in a note this week, in a sign that a product generally considered to be niche is garnering more investor attention. While years ago buying protection for a U.S. default was an unpopular trade, things have changed recently because of policy uncertainty in Washington, said Greg Peters, co-chief investment officer of PGIM Fixed Income. "Now, with the debt ceiling and everything else going on, no one wants to be short that option," he said. U.S. sovereign CDS spreads have increased not just for short-dated maturities but across the curve, with one-year and five-year spreads at their highest since May 2023, when the U.S. was on the verge of a default because of political brinkmanship over the debt ceiling. On Friday, those spreads stood at 60 basis points and 56 basis points, respectively - a touch lower than in recent weeks but still significantly higher than in March, S&P Global Market Intelligence data showed. The rise in the protection costs has gained momentum after April 2, when U.S. President Donald Trump announced sweeping tariffs, which in the following days sparked a sharp selloff in the Treasury market, the bedrock of the global financial system. "What you’ve seen since April 2 is a real rise in that risk premium," said Peters. After days of heavy selling, Treasuries rallied after Trump announced a 90-day tariff pause for most U.S. trading partners, a move likely prompted by the tariff-fueled selloff. Benchmark 10-year yields were last at 4.36%, about 20 basis points lower than the high they touched on April 11, the day tariffs were paused. Still, another key measure of risk embedded in Treasury bonds, which captures the premium investors charge for policy uncertainty, has remained elevated in recent weeks, according to New York Fed data. The U.S. government reached its statutory borrowing limit in January and began employing "extraordinary measures" to keep it from breaching the cap and risking a potential default. Barclays analysts said in a note this week the so-called X-date, when the government will no longer be able to pay all its obligations, will likely fall in late August or early September, but that an economic slowdown could put pressure on the Treasury’s cash position and pull that date forward. Treasury Secretary Scott Bessent said earlier this week that the department was "at the warning track" in terms of exhausting remaining borrowing capacity under the federal debt ceiling, but vowed that the government would not default on its obligations. Investors held about $3.9 billion worth of active credit insurance contracts on U.S. government debt as of May 2, Barclays said, citing data from the Depository Trust and Clearing Corporation, a financial market infrastructure company, up from $2.9 billion at the beginning of the year. Over the past three months, credit insurance on U.S. government debt has been the 12th most-traded single-name CDS contract globally, with weekly trading averaging over $625 million, said Barclays. Should you invest $2,000 in BARC right now? ProPicks AI are 6 model portfolios created by Investing.com which identify the best stocks for investors to buy now. The stocks that made the cut could produce monster returns in the coming years. Is BARC one of them?

Click Subscribe. #GovernmentDebt #DebtHedging #PolicyUncertainty #Economy #FinanceNews

Uncertainty is the economy’s worst enemy. When businesses don’t know what tomorrow brings, they freeze up—just like the GDP this quarter.
#USEconomy
#PolicyUncertainty
#GDPDrop
#BusinessConfidence

The sudden reversal of a contentious land clearance decision in Addis Abeba’s Wereda 1 has provided temporary reprieve for 31 property owners, yet left development plans in limbo. #UrbanDispute #PropertyRights #PolicyUncertainty #InvestorConfidence

Read more - ow.ly/7XX250VIyNE

5/6 While "encouraged" by the administration's more gradual approach to allow for negotiations, Solomon cautioned that markets would remain volatile as "how policy will evolve is still unknown." He tried to strike a diplomatic tone in his assessment.
#Markets #PolicyUncertainty

5/8 "From an economy that was at risk of overheating from all the good things happening, that's an almost 180 degree shift in one quarter," said Lauren Goodwin of New York Life Investments, noting uncertainty around both tariffs and immigration policies.
#EconomicOutlook #PolicyUncertainty

These readings of #policyuncertainty seem extreme to us The forward S&P 500 returns from extreme periods of “uncertainty” are generally quite strong Sources: Strategas [25.03.17] & Policy Uncertainty.com [25.03.03] 

Past performance does not guarantee future results

#investmentadvice

2/9 The whiplash of policy reversals has been dizzying: In just eight weeks, tariff announcements have zigzagged wildly, with Trump threatening, implementing, removing, and reinstating various duties—sometimes changing position multiple times within days.
#TradeWar #PolicyUncertainty

3/9
"The market volatility is much less about the bad news of tariffs and much more about the uncertainty—especially uncertainty as to what the policy is, where it's headed, how long it will last," explains investment officer David Bahnsen.
#PolicyUncertainty #MarketVolatility #Recession #UStariffs

‘I hate to predict things’: Trump doesn’t rule out US recession amid trade tariffs President downplays recent stock market volatility that followed his ducking and weaving over tariff policy

8/8
The mixed messaging—Trump's caution versus Lutnick's certainty—reveals administration confusion as markets respond negatively to tariff threats against multiple trading partners.

Read more:
www.theguardian.com/us-news/2025...
#PolicyUncertainty #EconomicOutlook
#TrumpRecession

10/14
INCREASED POLITICAL UNCERTAINTY: The EU enters a period of pushback, where climate policy may become less attractive. To limit #policyuncertainty, the EU must stay the course and remain firm on past commitments to climate goals and instruments.

US Economy Poised for Strong Finish Amid 2025 Policy Uncertainty - Pulse News The U.S. economy shows resilience with declining jobless claims and 3.1% GDP growth, but faces policy uncertainty in 2025.

shorturl.at/ROPdq
US Economy Poised for Strong Finish Amid 2025 Policy Uncertainty 🇺🇸
Economic stability may depend on how quickly policymakers address key challenges, including inflation and global market fluctuations.
#USEconomy #EconomicGrowth #PolicyUncertainty #FinancialNews #PulseNews

#PolicyUncertainty and jobs in the health-care industry.

An Index of Global Economic Policy Uncertainty Founded in 1920, the NBER is a private, non-profit, non-p...

To be clear, we live in a particularly high period of #policyuncertainty, globally. New global EPU index from Davis: http://www.nber.org/papers/w22740

#PolicyUncertainty reduces the responsiveness of industry to changes in market conditions, even if those changes are positive.

Example of #PolicyUncertainty with respect to who makes decisions about economic policy: #Gordhan and the #RSA Rand

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"62% of business economists said uncertainty about the election is holding back economic growth." #policyuncertainty blogs.wsj.com/economics/2016/08/22/hil...

Global stock markets rally as Brexit fears abate The FTSE 100 recovers from heavy losses after last week's...

"It is far more likely that we are in the eye of the storm." -A. Jepsen #policyuncertainty
http://www.bbc.com/news/business-36660133

Even if UK reverses course, the damage is done to the EU. What was once impossible is now spreading like CA wildfires. #policyuncertainty

#PolicyUncertainty picked back up in #SouthAfrica over Dec/Jan - any guess why? ;-) #chartoftheday #willthecalmlast?