Weak rainfall means lower food production, higher inflation and slower rural growth. Source: bloomberg.com

U.S. Treasury Secretary Scott Bessent will argue on Friday that President Donald Trump’s economic policies are ‌helping to reverse decades of policy failures that left U.S. supply chains vulnerable and its economy too dependent on adversaries including China. Source: reuters.com

Jamie Dimon, chairman and CEO of JPMorganChase, will speak at the Reagan National Economic Forum on Friday as the U.S. faces rising inflation amid the war in Iran. Dimon warned in his annual letter… Source: thehill.com

Gov. Newsom often brags about California’s productivity and Nobel winners but omits its recent tech layoffs, shrinking jobs base and growing gaps between rich and poor. Source: calmatters.org

Brazil’s economy picked up more than expected at the start of the year, powered by government stimulus and robust mining that fueled growth in the face of double-digit borrowing costs. Source: bloomberg.com

John Stoltzfus, Oppenheimer Chief Investment Strategist, and Francis Gannon, Royce Investment Partners Co CIO, discuss resilient markets, small cap momentum, AI productivity and diversification trends. Source: cnbc.com