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The Bank Credit Analyst
Monthly Report

August 2025

by Doug Peta, Chief Strategist   Jonathan LaBerge, Chief Strategist Special Reports  
Labor Market
Tariffs
Consumer

In Section I, Doug weighs the recent reduction in trade uncertainty against the clear signs of labor market and consumer weakness. In Section II, Jonathan reviews the US fiscal outlook in the wake of the passage of the OBBBA.

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Topics

Labor Market
Tariffs
Consumer

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