According to a report by Jinshi Data, Seema Shah, Chief Global Strategist at Principal Asset Management, stated that the current employment data is strong, indicating that the economy is resilient in the face of tariff shocks. Economic weakness may not be reflected in data for several months, which could push the Fed's next rate cut to the third quarter. The economy may weaken in the coming months, but if the U.S. can timely step back from the edge of tariffs, it may avoid a recession.