Weekly Data Summary Report
As of September 08, 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:
Economic Indicators: This week mainly focuses on the job data, which several data show having a weakness in the labor market conditions, just like what the Federal Reserve Chair Powell and other FED members suggested. As for inflation, some still believe that pricing will be temporarily sticky due to tariffs, albeit still above the restrictive level of 2%. Demand consumption showed some improvement, especially in the services sector.
Therefore, the labor risks are pushing the Federal Reserve to price in a September rate cut while leaving two more rate cuts in October and December for easing.
The Federal Reserve: Plus, now Trump seems to have narrowed down the Federal Reserve Chair to three candidates, including Waller, Warsh, and Hassett, all in favor of the low interest rate. Especially when Trump acknowledged the risk in the housing market, having a lower interest rate will help ease some tension in the mortgage debt.
The US court: After the US court tried to sue President Donald Trump for overriding the authority on tariff imposition, Trump posted on his Truth Social that, “US could be rich or poor, depending on the Supreme Court case on tariffs. If we lose the court case, I guess we’d have to unwind trade deals”. Unwinding here also means that they will need to refund the collective import tariff back to its original owner, threatening the US financial market as a whole. Even the US Bessent also warned about this.
Japan Trade:
Per the White House, President Donald Trump signed an executive order on Thursday to enact a U.S.-Japan trade deal, imposing a 15% tariff on most Japanese imports, with specific provisions for automobiles, aerospace, generic pharmaceuticals, and scarce natural resources. The reduced tariffs on Japanese cars will take effect seven days after the order.
Geopolitical Development:
Russia continued to launch the largest air attack on Ukraine, damaging several buildings across the country with 810 drones and 13 missiles. In response, US Treasury Secretary Scott Bessent stated that the US and Europe will pressure the economy through imposing more sanctions on Moscow as well as “secondary tariffs” on those that buy Russian oil, aiming to end the conflict between Russia and Ukraine.
Trump also mentioned that, “I am thinking about removing troops from other countries, but I never even thought about removing troops from Poland.” This is also an act to put more pressure on Russia.
Regardless, Russia, China, and North Korea seem to be getting closer, which could pose some threat against the United States. As per Trump’s post, “Please give my warmest regards to Vladimir Putin and Kim Jong Un as you conspire against the United States of America.”
Meanwhile, the Israel-Gaza conflict is still intensifying, albeit Donald Trump vowed to put forward a new proposal to end the war in Gaza, calling it a “final warning” for Hamas.
US-Venezuela
A U.S. attack on a Venezuelan speedboat, suspected of carrying drugs, killed 11 people, heightening geopolitical tensions and fueling Caracas’ suspicions that Washington seeks to overthrow President Nicolás Maduro.
