China Set for $1.2T Trade Surplus Despite US Tariffs, Jimmy Kimmel to Return | The Pulse 9/23/2025

Tonight, viewers are curious about what Jimmy Kimmel will discuss on his late-night talk show. Known for his humorous takes on current events and celebrity interviews, Kimmel's monologue often sets the tone for the evening's entertainment. This matters because late-night shows play a significant role in shaping public discourse and providing a comedic perspective on the news.

In September, US business activity showed further signs of moderation, indicating a potential slowdown in economic growth. This trend is significant as it may affect job creation and consumer spending, raising concerns among economists about the overall health of the economy. Monitoring these changes is crucial for businesses and policymakers alike, as they navigate the challenges of a shifting economic landscape.

During a recent visit to China, US lawmakers highlighted a significant deal with Boeing, emphasizing its potential to strengthen trade relations and boost the aviation sector. This agreement not only showcases the growing collaboration between the two nations but also reflects a positive shift in economic ties, which could lead to more job opportunities and technological advancements in the aerospace industry.

US soybean farmers are facing a tough harvest season, with prices hitting multi-year lows and no sales to China. Meanwhile, Brazilian producers are preparing to increase their soybean plantings, which could further saturate the market. This situation is significant as it highlights the challenges for US farmers and the competitive pressures from Brazil, potentially impacting global soybean prices and trade dynamics.

McDonald's is making waves by introducing a beloved international menu item to U.S. consumers, aiming to win back customers amid recent declines. This move not only showcases the brand's commitment to innovation but also highlights the growing demand for diverse food options in the fast-food industry. By tapping into global favorites, McDonald's hopes to attract both loyal fans and new customers, making it a significant step in revitalizing its menu and enhancing customer satisfaction.

In September, US business activity saw its slowest growth in three months, highlighting a cooling demand that has made it harder for companies to increase prices and counteract tariffs. This trend is significant as it may indicate broader economic challenges ahead, affecting both businesses and consumers.

The US current account deficit has narrowed significantly in the second quarter, indicating a potential improvement in the trade balance. This shift is important as it reflects changes in the economy, particularly in how the country is engaging with global markets. A smaller deficit can lead to a stronger dollar and may influence future economic policies.

NYC mayoral candidate Zohran Mamdani initially announced he would boycott an ABC town hall due to the network's suspension of late-night host Jimmy Kimmel. However, he changed his mind on the same day, deciding to participate in the event. This situation highlights the influence of media personalities on political decisions and the dynamic nature of public engagement in politics.

This week, Senator Marco Rubio highlighted significant progress in the ongoing talks between the United States and India. These discussions are crucial as they aim to strengthen bilateral relations and enhance cooperation on various fronts, including trade and security. The positive developments signal a commitment from both nations to work together, which could lead to beneficial outcomes for their economies and regional stability.

EDP SA, a Portuguese utility company, has announced that the investment landscape for renewable energy in the US is looking much more stable following initial uncertainties during Donald Trump's presidency. This clarity is crucial as it encourages more investments in sustainable energy sources, which are essential for combating climate change and transitioning to a greener economy.

Edp's CEO, Miguel Stilwell D'Andrade, expresses optimism about the stability of US renewable energy policies, highlighting their importance for powering emerging technologies like artificial intelligence. This perspective is crucial as it reflects a growing confidence in sustainable energy solutions, which can drive innovation and economic growth in the sector.

BMO Capital has raised its price target for Aritzia's stock to C$100, reflecting optimism about the company's growth potential in the U.S. market. This adjustment signals confidence in Aritzia's ability to expand its presence and drive sales in a competitive retail landscape, which is crucial for investors looking for promising opportunities.

Federal Reserve Bank of Atlanta President Raphael Bostic has expressed concerns about the potential for rising inflation, emphasizing the need for vigilance ahead of a live recording of the Macro Musings podcast. This is significant as it highlights ongoing worries about economic stability and the Fed's role in managing inflation, which can impact interest rates and overall economic growth.

The recent decision to impose a $100,000 fee on H-1B visas by the Trump administration has left many tech start-ups struggling to cope. This hefty fee could deter innovation and growth in the tech sector, as smaller companies often rely on these visas to attract skilled talent from abroad. The implications of this policy could stifle competition and hinder the ability of start-ups to thrive in an already challenging economic landscape.

The latest report from the Richmond Fed reveals a concerning decline in factory activity in the Mid-Atlantic region, with the manufacturing index dropping significantly from minus seven in August to minus 17 in September. This sharp decline highlights the challenges facing manufacturers and raises questions about the overall economic outlook, especially as the Federal Reserve cuts rates. Understanding these trends is crucial for businesses and policymakers alike, as they navigate the complexities of a changing economic landscape.

Erika Kirk, at just 36, has stepped into the role of CEO at Turning Point USA, a significant conservative organization, following the tragic assassination of her husband, Charlie Kirk. With three degrees and two children, she embodies resilience and determination. Her leadership is crucial not only for the organization but also for the conservative movement in America, as she brings fresh perspectives and a personal commitment to its mission.

Sonos stock has reached a 52-week high of $15.92, reflecting strong investor confidence and positive market trends for the company. This milestone is significant as it indicates a recovery and growth potential for Sonos, which has been working to innovate and expand its product offerings. Investors are likely to view this upward trend as a promising sign for future performance.

Federal Reserve Governor Michelle Bowman emphasized the importance of the Fed being decisive in addressing potential risks to the job market. Her comments highlight the ongoing challenges the economy faces, particularly in maintaining employment levels amid various uncertainties. This is crucial as it affects not only job seekers but also the overall economic stability.