dragging

Not only are the debt ceiling fight and tariff war deflationary but AI is also destroying millions of jobs wiping out wages and dragging down growth

Something deeper is happening beneath the noise of the stock market highs and soft landing headlines. The economy is shifting. Not in the way central bankers talk about and not in the way financial media likes to report. This is structural. Slow. Brutal. And completely mispriced. Three deflationary forces are colliding all at once. Any …

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Cullen Roche explains why tariffs are hitting corporate margins and dragging down stocks

Cullen Roche brings an important point to the table: the stock market’s negative reaction to tariffs is rooted in one major factor—margins. It’s not just about political strategies; it’s about how tariffs directly impact corporate profits. Tariffs are essentially a fee paid by companies at the border, and they either have to absorb this cost …

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