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Macroeconomic Insights: Israel CPI – Air Travel Expected to Bump Up August Print

On August 3, 2025, Ben Gurion Airport will resume over 120 international flights for the month, though this remains insufficient to fully meet demand. Israeli travel companies have cited 10 to 15% higher ticket prices to destinations like New York City, due to reduced...

Macroeconomics Insights: Europeans Can Finally Buy An Apocalypse Hellfire at 0% Tariff

Recently Trump announced a trade deal with the EU with terms that impose a 15% tariff on all E.U. imports (including motor vehicles) and a 0% retaliatory tariff on the U.S. Currently, if we consider consumer goods imported, EU goods account for roughly 0.75% of the...

Macroeconomic Insights: U.S. Core CPI – Who’s Paying for the Tariffs?

In the first five months of 2025, the U.S. government collected $68.9 billion in tariffs and excise taxes, as the Yale Budget Lab reports the effective tariff rate surged from 2.4% in 2024 to 19.4% by July 23, 2025. With duties now at their highest level in recent...

Macroeconomics Insights: Navigating Inflation and Deflation – China and Japan

As we approach the second half of 2025, the inflation trajectories of China and Japan reflect contrasting dynamics shaped by domestic economic conditions, external influences, and global uncertainties. Leveraging our proprietary forecasting models and comparative...

Macroeconomic Insights: Ea-Nasir’s Fine Quality Copper Hit with 50% Tariffs in August

Since the inauguration of President Trump, uncertainty has significantly influenced inflation dynamics, primarily through unpredictable tariff policies. However, firms are now demonstrating increased adaptability, gradually adjusting their strategies to manage this...

Macroeconomic Insights: United States CPI – Firms are Still Front-Loading

To date, uncertainty has been the defining feature of the inflation story. Volatile trade policy has deterred many firms from making strategic investments, slowing business activity across the board. Now, as companies learn to anticipate the cadence of the...
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