Independent thinking for complex markets and current events
via Genzinvestor16180339 The average drink is now $7–$9. When people can make it at home for ~50 cents. Q2 FY2026 already showed demand comes back at current prices. US transactions were up 4.4% while ticket still grew 2.6%. So this isn’t a “no demand” problem. But it also doesn’t mean pricing is optimal, it just …
GAS PRICES THREATEN TO ERASE TAX REFUND BOOST Refunds rose 14% YoY (avg. $3,462, +11%) but came in slightly below expectations, offering only a modest lift to consumption. A ~15% jump in gas prices (~$3.60+) could fully offset that gain, leaving overall consumer spending flat… — *Walter Bloomberg (@DeItaone) April 15, 2026 GAS SPIKE SQUEEZES …
Everyone is still talking about oil pricesThat’s already outdated–This is no longer a price shock–It is the early stage of a system-wide supply shock — Robert A. Pape (@ProfessorPape) April 13, 2026 ~20% of global oil flows through the Strait of Hormuz.That flow is now constrained — by Iran AND USAnd it’s not just oil—it’s …
The widow of Renee Good is now reportedly in legal trouble following her actions in this month’s ICE self-defense shooting in Minneapolis. NBC News reported on Saturday that the Department of Justice has launched a criminal investigation into Becca Good for allegedly impeding an ICE agent in the moments before her wife’s death. The probe …
ICE agent Jonathan Ross suffered INTERNAL BLEEDING after encounter with Renee Nicole Good, Trump admin sayshttps://t.co/bKg1T4GulH pic.twitter.com/jh16zigmh7 — Britannia Daily (@BritanniaDailyy) January 14, 2026 The federal agent who fatally shot Renee Nicole Good in Minneapolis last week suffered internal bleeding to his torso when he was struck by her vehicle, Department of Homeland Security (DHS) …
At least six prosecutors in the Minneapolis US Attorney’s Office have resigned in protest over the Justice Department’s push to probe Renee Good’s widow. New cellphone footage from the ICE agent involved in the fatal shooting of Renee Nicole Good was released last Friday. The POV footage shows Good’s wife, Becca Good, talking trash to …
Eight teenagers were arrested Saturday after Polk County deputies said they stole thousands of dollars’ worth of merchandise from a Dick’s Sporting Goods store.
China is portrayed as the winner in this week’s agreement with the US, but the reality is that China desperately needed a deal. You just have to look at how Chinese goods are flooding countries around the world to see the damage US tariffs are causing… China is portrayed as the winner in this week's …
We’re about to enter the retail holiday season. Give it a few more weeks to see the real horror. Trucking freight volumes, a signal for the goods economy are a dumpster fire right now (-17% YoY) pic.twitter.com/4YPkLJtHdu — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) October 27, 2025 Hiring is at its lowest since 2009. But we’re still …
Last year, whopping 1.3 billion e-commerce packages were shipped from around the world to the US under “de minimis” exemption. I.e., they were worth less than $800. That privilege ended on Aug 29. American small businesses & consumers alike are going to suffer.#MAGA pic.twitter.com/nAmxR3uV8m — S.L. Kanthan (@Kanthan2030) August 30, 2025 “The de minimis rule, …
An early morning press release from the White House on Thursday announced that the European Union has agreed to eliminate all tariffs on industrial goods from the U.S. after reaching a trade deal. The White House released a press release announcing that both entities have reached an agreement on a Framework Agreement on Reciprocal, Fair, …
President Donald Trump announced a 25% tariff on Indian goods effective August 6, 2025. While some reports say this pushes tariffs to 50%, that number is misleading. The Times of India explained, “President Donald Trump has imposed a 25% tariff on all Indian goods, escalating trade tensions between the United States and India” https://timesofindia.indiatimes.com/business/india-business/donald-trump-tariffs-india-news-live-updates-russia-oil-india-us-trade-deal-tariff-impact-pm-modi/liveblog/123138458.cms. The …
Stock futures opened sharply lower. Dow futures shed about 0.8%, S&P 500 futures dropped 0.9%, and Nasdaq 100 futures fell 1%. Earnings weakness added pressure, but Trump’s tariff shock dominated headlines. “The average tariff rate roughly on reciprocal is going from about 2.5% to 15%,” said Vasu Menon, managing director at OCBC. https://www.reuters.com/business/view-investors-react-trumps-new-reciprocal-tariffs-announcement-2025-08-01/ President Trump’s …
Economists are having trouble understanding why stocks are at all-time highs. Well, technically, they are not measured in currencies other than the US dollar, like the euro, but in local currency terms, yes. According to economic textbooks, tariffs hamper free trade, cause investment uncertainty, and lead to suboptimal economic outcomes. The reality is that US …
Retail is cooling. Not collapsing. But the heat is gone. The latest Redbook Index shows year-over-year growth of 5.2% for the week ending July 19. That’s down from 5.9% the week prior. The sample covers 9,000 stores and represents 80% of the Commerce Department’s retail data. It’s nominal. Not inflation-adjusted. So the real story is …
Asia’s deflation wave is no longer a theory. It’s a measurable shift. In June 2025, China’s producer price index dropped 3.6% year over year. That marks the sharpest contraction since July 2023 and extends the deflation streak to 33 consecutive months. The cost of production materials fell 4.4%. Mining prices collapsed 13.2%. Raw materials dropped …
President Trump announced a trade deal with Vietnam on July 2 that slaps a 20% tariff on every Vietnamese product shipped to the United States and a 40% tariff on goods transshipped through Vietnam. In return, Vietnam agreed to impose 0% tariffs on all American goods entering its market. That includes cars, meat, grain, and …
US 🇺🇸 GDP for Q1 just officially ended up at -0.5% pic.twitter.com/nLI7EytA55 — Evan (@StockMKTNewz) June 26, 2025 CNBC’s Rick Santelli joins ‘Squawk Box’ to break down the latest economic data to cross the tape.
Gov. Ron DeSantis signed a bill Tuesday that begins the process of making gold and silver legal tender in Florida. This goes into effect on July 1, 2026. The governor argues metals are a protection against a falling dollar. APOPKA, Fla. – The State of Florida is taking a big step towards making precious metals …
🇯🇵JAPAN: “CAN WE NOT PAY THESE TARIFFS?” 🇺🇸USA: “LOL, NO.” Japan asked the U.S. to drop some heavy taxes on its cars and steel. The U.S. basically said: “We’ll maybe give you a discount… if you behave.” Oh, and starting this week, the U.S. slapped a 25% tax on Japanese car… https://t.co/KPrALrygvj pic.twitter.com/PzICo2GoPY — Mario …
BREAKING: The White House press secretary says “there will be no unilateral reduction in tariffs against China.” Trump is putting the ball in China’s court. — The Kobeissi Letter (@KobeissiLetter) April 23, 2025 BREAKING: White House Press Secretary Leavitt right now: There will be a fair trade deal with China, there will be no unilateral …
TRUMP MAY CUT CHINA TARIFFS TO EASE TENSIONS The Trump administration is weighing major tariff cuts on Chinese imports—possibly by over 50%—to reduce trade tensions, sources say. No final decision has been made, and options remain open. One idea is a tiered system: 🔸 35% tariffs on non-strategic items 🔸 100%+ tariffs on goods tied …
List of products affected https://t.co/p8Nlo6yV0F — Josh Marino 🦞 (@AIRoboticsInt) April 16, 2025 ong Kong’s postal service will stop handling packages coming from or going to the United States, in the latest retaliatory move amid an escalating trade war between Washington and Beijing. In a statement published Wednesday announcing the decision, the government of Hong …
WASHINGTON (AP) — Rick Woldenberg thought he had come up with a sure-fire plan to protect his Chicago-area educational toy company from President Donald Trump’s massive new taxes on Chinese imports. “When he announced a 20% tariff, I made a plan to survive 40%, and I thought I was being very clever,” said Woldenberg, CEO …
🇺🇸 🇨🇳 🇦🇺 China has just HALTED all liquified natural gas imports from the United States. This leaves tankers in limbo with BILLIONS of dollars of contracts. China will now go with Australia for their natural gas needs instead. Australian is inking new deals throughout Asia… pic.twitter.com/l2eOvZiy4L — ADAM (@AdameMedia) April 11, 2025 But I …
⚠️BREAKING: *CHINA RAISES TARIFFS ON U.S. GOODS TO 84% 🇨🇳🇺🇸 pic.twitter.com/2N03lVFNIa — Investing.com (@Investingcom) April 9, 2025 What is even happening? China retaliates with more tariffs. 🩸🩸🩸 pic.twitter.com/xiYUvFNVKf — Ayesha Tariq, CFA (@AyeshaTariq) April 9, 2025
The supply of many foreign-made goods into the US is likely to grind to a halt as a result of President Trump’s tariffs, sources told The Post Monday. A baseline tariff of 10% was applied to many countries Saturday, with heftier percentages applied to the “worst offenders,” which levy high tariffs on US goods they …
BREAKING: India backs down from retaliatory tariffs on US goods, conceding to Trump. Officials now push for direct talks with the President for a new trade deal. pic.twitter.com/DJy1mSYIsz — Election Wizard (@ElectionWiz) April 6, 2025 India is choosing negotiation over confrontation. In response to the United States’ 26 percent tariff on Indian imports, New Delhi …
https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/
2024 goods trade deficits, surpluses with major trading partners pic.twitter.com/bWltftuV8F — Win Smart, CFA (@WinfieldSmart) March 25, 2025