Macro Dose For Last Week!

Weekly Data Summary Report

As of​ September 01, 2025 

Below is a summary of the United States, primarily based on​ critical events related to President Donald Trump, the trade war, and war conflicts within the week.

Disclaimer: Please note this is opinion-based; do not take it as investment advice.

Key Highlight Event:

Tariff development: The US appeals court has ruled that President Donald Trump illegally imposed tariffs through emergency law, although the final decision has yet to come. The ruling will take effect on 14 October. 

Despite all of these, Trump struck back on his Truth Social, saying that “All tariffs will still be in effect” while stressing the potential for a major financial blow if the tariffs are eliminated. According to the Guardian source, “if Trump’s tariffs are struck down, it might have to refund some of the import taxes that it has collected.” This will bring even more challenges to financial stability and economic outlook. 

All of these come after Trump threatened to impose tariffs on other countries, such as 200% tariffs on China if magnets are not provided and 50% tariffs on India over purchasing Russian oil, while warning all nations about the digital tax. 

The Federal Reserve: The Federal Reserve Governor Lisa Cook’s case will be suspended until at least Tuesday, as the judge gave both sides (Cook and Trump) a chance to find additional arguments. In fact, Trump accused Cook of illegally committing mortgage fraud, while Cook filed a lawsuit for a temporary restraining order to block it. 

Geopolitical Tension:

Russia-Ukraine: Russian forces launched 286 drone attacks, 10 missile attacks, and five air strikes on 16 settlements in one day, damaging several households and energy buildings, resulting in a blackout in Ukraine’s region. Ukrainian President Volodymyr Zelenskyy stated that he will return with a deep strike in Russia for his country’s power facilities, although some reported a complete restoration in Russia’s Kursk nuclear power plant’s third reactor after the last attack. Meanwhile, North Korea will stand by Russia’s side by sending missiles, as well as soldiers and artillery ammunition. 

These tensions are going nowhere; a ceasefire is still out of an option now despite recent pressures from US President Donald Trump. He previously mentioned having potentially strong tariffs or sanctions to end this war. 

E3-Iran: The UK, Germany, and France threatened to reimpose sanctions on Iran after it “failed to comply with demands to negotiate with the US and allow nuclear inspectors to resume their work.” While Iran’s Foreign Minister Abbas Araghchi criticized this as “unjustified, illegal, and without any legal basis.” The Tension isn’t that much; however, this could be another signal for re-acceleration in geopolitical tension. 

Israel-Gaza:​ There is an increasing intensity in Israeli attacks on the city of Gaza, with several residential buildings and forces being attacked by “Israeli explosive robots.” This has led more people to die, while some refused to evacuate from there.

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