Independent thinking for complex markets and current events
Prices Rising Rapidly byu/Katariman ininflation Home Depot just became the latest major retailer to warn that the slowdown in consumer spending is spreading. The home improvement cut its full-year outlook on Tuesday, reporting weakening sales growth for Q3. Comparable sales — a key measure that strips out new store openings — rose by just 0.2% …
via notayesmanseconomics This morning has brought some better news for the UK on the inflation front. The Consumer Prices Index (CPI) rose by 3.6% in the 12 months to October 2025, down from 3.8% in September. So an improvement although a nuanced one if one moves onto the monthly figure. On a monthly basis, CPI …
by confoundedinterest17 Housing after Covid. 2020. A year that goes down in infamy. The Covid outbreak and the government’s insane overreaction to it. Masks and massive spending, driving up housing prices. After 2020, mortgage originations plummeted while housing prices soared. US home prices took off like a scalded cat after the Federal government went on …
US grocery prices have never been more expensive: The average cost of groceries for a family of 4 is now up to a record $1,030/month. This marks a +$280 increase since January 2017, when the average family spent $750 a month. In 2021-2022 alone, grocery costs surged by +$150. To put this differently, a family …
by David Haggith This is rich: After months of everyone in the Trump administration—including the president—saying tariffs do not cause inflation, they just admitted (including the president) they KNOW that tariffs do cause inflation and a lot of it. The president and his team were happy to announce they have helped with the “affordability” problem in the US by curbing …
Electricity prices are surging, voters are growing angry, and the artificial intelligence industry’s data centers are increasingly a target for blame with U.S. mid-term elections on the horizon. Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration. The …
US rent prices are declining at a historic pace: National apartment rents fell -0.31% MoM in October, marking the steepest October decrease in over 15 years. This also marks the 3rd consecutive monthly decline, as elevated supply continues to weigh on prices nationwide. 3 of the 5 largest monthly rent declines over the last 15 …
NEW YORK TIMES: – US prepares some tariff exemptions to lower food prices, will include beef and citrus products – Trump has not made final decision on exemptions – Exemptions would apply to certain reciprocal tariffs looks like Trump is admitting grocery prices are too high — amit (@amitisinvesting) November 13, 2025 Michigan woman: The …
https://gasprices.aaa.com/ https://www.cnbc.com/quotes/@CL.1 https://www.cnbc.com/quotes/@LCO.1
The inflation has been bad for the past 4 years and Trump made it worse. Never forget!! pic.twitter.com/xlWSoJVdOj — Caroline Kliby (@SchnurreZueri) November 10, 2025 Did you think Trump would wave his magic wand to fix the disaster that happened over the past 4 years? 😄 pic.twitter.com/Mtsz9sh1xb — Fedup American 🇺🇲💪 (@Fedup026) November 10, 2025 …
by confoundedinterest17 Redfin’s Housing Turnover Report, Q1–Q3 2025 Just 2.8 homes out of every 1,000 changed owners in the first nine months of 2025—the lowest turnover rate in at least three decades. This marks a 38% plunge from the 2021 frenzy, when 44 per 1,000 homes sold, and is 44% below the pre-pandemic 2019 pace of 40 …
🚨 TRUMP TO ANNOUNCE DEAL TO CUT WEIGHT-LOSS DRUG PRICES President Trump is set to announce a deal Thursday at 11 a.m. to lower the cost of certain weight-loss drugs, sources told CBS News. The agreement with Eli Lilly and Novo Nordisk would reduce prices for some obesity… — *Walter Bloomberg (@DeItaone) November 6, 2025 …
Authored by Mike Shedlock via mishtalk, The manufacturing ISM continues to reek of mild stagflation. ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Note: Supplier Deliveries is the only ISM® PMI® Reports index that is inversed; a reading of above 50 percent indicates slower deliveries. Please consider the October 2025 Manufacturing ISM® Report …
NEW – Exploding electricity and gas prices: The "energy transition" is driving Germany towards deindustrialization — NZZ pic.twitter.com/xCj6KsODTn — Disclose.tv (@disclosetv) November 1, 2025 The German Federal Network Agency warns that Germany could face electricity-supply gaps by 2030 if the transition stalls, citing shortages of controllable generation and delays in grid build-out. The DIHK – …
Mortgage rates jump 20 basis points following Fed cut While the Federal Reserve cut its benchmark interest rate this week, mortgage rates responded by doing just the opposite. The average rate on the 30-year fixed mortgage has jumped 20 basis points since Chairman Jerome Powell announced the cut on Wednesday and held a news conference, …
by confoundedinterest17 Good news! Consumer prices rose only 3% YoY. Lower than the growth in M2 Money of 4.66% YoY and Federal government spending of 7.8% YoY. While consumer prices rose only 3% YoY, housing (shelter) rose 3.65 YoY. The US Treasury yield curve remains upward sloping from 2Y-30Y.
US President Donald Trump said Sunday that the United States could purchase Argentine beef in an attempt to bring down prices for American consumers.
Average new car prices surpass $50,000 for the first time in history. Perfect inflation. pic.twitter.com/KxBtGZrxp1 — Spencer Hakimian (@SpencerHakimian) October 19, 2025 The average transaction price of a new vehicle crossed a major threshold in September, climbing beyond $50,000 for the first time. Buyers paid an average of $50,080 last month, marking a new high …
RENTAL AFFORDABILITY HITS FOUR-YEAR HIGH Rental costs now take 28.4% of median household income — the best level since 2021. Landlords are offering concessions on a record 37.3% of listings on Zillow, while single-family rents rose just 3.2% year over year, the lowest on record. https://twitter.com/spice1975503/status/1979159865001152793 Apartment rents are collapsing pic.twitter.com/M3NidrcgKQ — Darth Powell (@VladTheInflator) …
These are lies, pretty obvious — Citizen Watch Report (@Citizenwatchrep) October 16, 2025 Fox Business News is forced to admit that it “doesn’t feel like we are going to rebound” from dips in consumer spending, and that “the middle and lower class consumers are being squeezed," while the affluent consumers are flourishing in Trump’s America. …
Key Takeaways America’s median home price-to-income ratio has risen from 3.5 in 1985 to 5.0 in 2025. In 2025, the median price for an American home is $416,900, up from $82,800 in 1985. 30-year fixed mortgage rates have reduced from 12.4% to 6.8% between 1985 and 2025. Buying a home in America isn’t for the faint-hearted, …
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American labor [but] are struggling to do so. They absolutely need labor, and if they don’t …
Wow, it’s almost like making unlimited federal loans available for universities allowed them to continually raise prices with no responsibility https://t.co/ZHIJu7FbTj — Inez Stepman ⚪️🔴⚪️ (@InezFeltscher) October 13, 2025 Not to sound dramatic, but the government literally ruins everything it tried to fix by warping market dynamics. The exact same thing has happened in healthcare …
MSNBC: “Appliances saw an over 48% increase in price, and 29% increases in prices for toys and games.” pic.twitter.com/ykYJUzzEze — Spencer Hakimian (@SpencerHakimian) October 13, 2025 According to the bombshell analysis, U.S. consumers are already paying 55% of the tariff costs just six months into their implementation. Trump and his minions have repeatedly claimed, despite …
by Michael Did we just witness the economic trigger event that will cause the dramatic stock market crash that we were just warned about? On Friday, U.S. stock prices absolutely plummeted once President Trump announced that China’s new rare earth export restrictions would be countered by “a massive increase” in tariffs on Chinese imports into the United States. …
A lot of Artificial Intelligence deals increasingly sound like Artificial attempts to blow up stock prices, I mean just look at this one: https://techcrunch.com/2025/10/07/wall-street-analysts-explain-how-amds-own-stock-will-pay-for-openais-billions-in-chip-purchases/ Anybody wanna make a “deal” of 100 Billion $ with me, I make one with your friend and that friend makes one with you? https://www.nbcnews.com/business/economy/openai-nvidia-amd-deals-risks-rcna234806 Nvidia doesn’t manufacture the chips. They …
Fox: Roasted coffee prices are up 22% in the past year. There's a 50% tariff on coffee from Brazil. That's the nation's biggest coffee supplier. Great job, Donald pic.twitter.com/fo3AFQYskq — Republicans against Trump (@RpsAgainstTrump) October 8, 2025 Found on facebook. byu/Quick_Assignment_725 ininflation Fox Business dropped this bombshell on September 15, calling out how roasted coffee …
The FOMO lemmings drove up prices for everyone, pricing out the prudent & financially responsible from decent housing. Let them be a cautionary tale for a generation as far as I’m concerned. h/t Boo_Randy_II
"Today, the price of beef is at a record high in America as cattle inventory hits its lowest point in nearly 75 years. Since July 2020, ground beef prices have spiked 48% while steak is up 41%. For perspective, consumers are spending about 25% more for food at home compared to… pic.twitter.com/8mkUM1OguJ — Trevor Noren …
EU’S TRADE WALLS BACKFIRE: FOOD PRICES SURGE, EXPORTS CRASH Imagine if every U.S. state had to agree before making any trade deal, and then California always got the final say. That’s basically how the European Union works. Countries like Estonia and Cyprus can’t cut their own deals. They’re stuck with what the EU decides. Now, …