The Two-Faced Economy: Strong Data Amid Shaky Sentiment

May 6, 2025 — The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone have been clouded by trade wars and fiscal policy. Sentiment on the economy is understandably depressed, weighed down by uncertainty; however, real economic data remains expansionary, and should be able to withstand geopolitical stress and tariff concerns over the next few months.