Fed Governor Waller: The Baltimore Port bridge disaster is unlikely to cause major economic disruption.

Fed Governor Waller: Supply chain problems have abated amid positive inflation developments.

Russian President Vladimir Putin: The supply of F16 fighter jets to Ukraine will not fundamentally change the situation in the Russia-Ukraine conflict.

Fed Governor Waller: Economic performance provides no reason for the Fed to pursue significant interest rate cuts.

Fed Governor Waller: So far, the U.S. dollar is still the dominant currency.

Fed Governor Waller: It’s unclear whether the neutral interest rate has changed.

Fed Governor Waller: The inflation situation needs to change significantly before interest rates will be raised.

S&P: U.S. consumer price inflation is expected to average 2.8% in 2024 and fall to 2% in the next few years.

According to Nikkei: Japan will soon relax residence regulations for entrepreneurs.

S&P: The U.S. current account deficit will account for 3.0% of GDP in 2023 and is expected to remain around this level from 2024 to 2027.

According to the Japan Broadcasting Corporation: Japan will stop subsidies for electricity and natural gas from June.

S&P: The ratio of U.S. foreign debt (net of current assets) to current account income is expected to remain at around 375% from 2024 to 2027.

S&P: We do not expect negotiations on the 2025 budget to take place until after the US elections.

S&P: The United States is likely to continue to rely more on incentives rather than sanctions to promote the energy transition and other climate change policies.

S&P: We assume that the United States can pass a short-term continuing resolution to avoid a government shutdown during the election campaign after September; on the eve of the election, we do not expect to pass controversial legislation.

S&P: U.S. GDP growth is expected to be 2.5% this year, and real GDP growth is expected to average 1.7% from 2025 to 2027.

S&P: The U.S. economy is expected to grow by about 2% in the medium term.

S&P: U.S. net general government debt is expected to exceed 100% of GDP within the next three years.

S&P: The stable outlook for the United States reflects the institutional checks and balances in the United States, the free flow of information that contributes to stability, and the predictability of economic policy.

S&P: The U.S. outlook remains stable, indicating that we expect the U.S. economy to continue to remain resilient and to implement monetary policy proactively and effectively.