Independent thinking for complex markets and current events
President Donald Trump, during his announcement last week of sweeping tariffs on countries around the world, called groceries an “old-fashioned” and “beautiful term.” But his policies will make America’s groceries more expensive today, supermarket executives and food industry experts say. Supermarkets sell imported items in every section of the store: from fresh and packaged foods …
🇺🇸 INFLATION FOR MARCH JUST CAME IN BELOW EXPECTATIONS US CPI for February just came in at +2.4% YoY below expectations of +2.5% YoY pic.twitter.com/poThrsLSWZ — Evan (@StockMKTNewz) April 10, 2025 BREAKING: Inflation in the US is now down 60 basis points in 3 months. pic.twitter.com/xeWfmv5oh3 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025
BREAKING: US stock market futures extend declines with the S&P 500 now down -100 points. pic.twitter.com/eG01CX8SY0 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025 Bloomberg comes out bearish on the Trump walk back. Average effective tariff rates are now 24% from 27% this morning. Still massively anti growth, pro inflation, and anti risk assets. Wall …
Rand Paul leads Senate push to repeal Trump ‘Liberation Day’ tariffs https://t.co/przddClpEq — Washington Examiner (@dcexaminer) April 9, 2025 Paul is joining Sen. Ron Wyden (D-OR) and five other Democrats to introduce a measure that ends the emergency declaration Trump used to levy a wave of tariffs as high as 50% on dozens of nations. …
🇨🇳 #Amazon cancels inventory orders from China due to tariffs. pic.twitter.com/nFL3679w29 — The Bitcoin Addict (@thebtcaddict) April 9, 2025 BREAKING: Amazon suspends some its inventory orders from China due to the tariffs pic.twitter.com/8It8hPnENi — Visegrád 24 (@visegrad24) April 9, 2025 Amazon is canceling orders for multiple products produced in China over the tariffs put in …
Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with Trump and reduce their tariffs to ZERO, so Trump put those negotiations on hold. Then …
Forget the Six Flags ride in stocks. Look at 10y If yields were going up bc inflation/tariffs why didn’t yields come down when tariffs are reduced? 🤔 pic.twitter.com/mB9iUqLvXX — George Gammon (@GeorgeGammon) April 9, 2025 Shorts are squeezed, maybe good opportunity to sell the standard US stocks. Everybody is warned now. UST Yields not coming …
Walmart said President Donald Trump’s new tariffs could affect its profits in the first quarter, though it expects sales to be stable during the period and for the full year. In a news release, the discounter said it wants to “maintain flexibility” in case it has to spend more to keep prices low. The big-box …
"Xi can only stay the Supreme Leader if people are employed." "America is the #1 economy on earth with all the cards. We will not have that forever. It's time to squeeze Chinese heads into the wall." Kevin O'Leary calls for 400% tariffs on China. pic.twitter.com/8bDrttjsBw — Thomas Hern (@ThomasMHern) April 9, 2025 China vs …
Trump calls off reciprocal tariffs for 90 days. Doubles down on tariffs with China, now with a 125% tariff. Continues to impose a 10% tariff on the rest of the world. Despite the pause, the U.S. remains the highest tariff industrialized country. pic.twitter.com/Ue4g1a1gRb — Justin Wolfers (@JustinWolfers) April 9, 2025 cant say earnings don't matter …
*TRUMP: RAISING THE TARIFFS ON CHINA TO 125 PERCENT — zerohedge (@zerohedge) April 9, 2025 BREAKING: Trump is raising tariffs on China to 125%, but pausing tariffs on reciprocal and 10% tariffs on other countries for 90 days. This is AMAZING news. — Ian Miles Cheong (@ianmiles) April 9, 2025
Trump has pulled the trigger on Big Pharma. Imported medicine, once spared, is now squarely in his sights. A 25 percent tariff will hit everything from generic antibiotics to life-saving cancer treatments. This isn’t just about trade. It’s about power, leverage, and rewriting the rules of the global drug game. https://twitter.com/atrupar/status/1909764103096139890 Americans import over $200 …
TRUMP JUST NOW: – Stocks were up 88% in my first term, they will be up more now that I get to do what I want with tariffs – Countries are calling me and “kissing my ass” – Congress wants to take away my power to negotiate on tariffs but Congress sucks at negotiating pic.twitter.com/IZv6YgKR8e …
"For all of 2025, [analysts] see profits rising 9.4%, compared with a projection of 12.5% at the beginning of the year."@NKniazhevich pic.twitter.com/bArD2ic1wC — Daily Chartbook (@dailychartbook) April 9, 2025 DELTA CEO: GROWTH HAS ‘LARGELY STALLED’ WITH TRADE UNCERTAINTY || TAKING ACTION TO PROTECT MARGINS, CASH FLOW || TO REDUCE PLANNED CAPACITY GROWTH IN H2 TO …
China – 104% Lesotho – 50% Cambodia – 49% Laos – 48% Madagascar – 47% Vietnam – 46% Myanmar – 44% Sri Lanka – 44% Falkland Islands – 41% Syria – 41% Mauritius – 40% Iraq – 39% Guyana – 38% Bangladesh – 37% Botswana – 37% Liechtenstein – 37% Serbia – 37% Thailand – …
On the surface, it may appear that “Mr Wonderful” Kevin O’Leary is making a ludicrous suggestion. He told a CNN panel that the 104% tariffs against China are not enough and it should be 400%. That’s crazy… or is it? https://discern.tv/kevin-oleary-makes-the-case-for-400-tariffs-on-china/
⚠️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
Some truth telling on tariffs. This is going to hurt the middle class way more than Wall St. Seriously give this a listen pic.twitter.com/ibDE8NgfmV — QE Infinity (@StealthQE4) April 8, 2025 “What will China do? – a show stopper stimulus plan – start selling $760 Billion Treasury Bills – limit supply chain tech equipment to …
Politico was surprised that countries are not quickly raising their tariffs. Trading partners wonder what pain level he will sustain and who must concede first. The bottom line is that when it comes to Trump today, “We don’t know what the pain threshold is,” said Brian Gardner, chief Washington policy strategist for investment banking firm Stifel …
🇺🇸 WHITE HOUSE PRESS SECRETARY JUST SAID: – PRESIDENT TRUMP BELIEVES THE UNITED STATES HAS THE CAPABILITY TO MAKE IPHONES DOMESTICALLY — Evan (@StockMKTNewz) April 8, 2025 "White House Press Secretary says 104% additional tariffs went into effect at noon eastern time because China has not removed it's retaliation. The 104% additional tariff will be …
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 …
Beijing is no longer playing defense. The gloves are off. China is preparing six calculated countermeasures in response to the White House’s escalating tariffs, and they’re designed not just to retaliate—but to reshape the board entirely. According to a post from a WeChat account tied to China’s state-run Xinhua News Agency, the measures read like …
President Trump says 50% tariffs are going into place on April 9th — Financelot (@FinanceLancelot) April 8, 2025 Don’t you all get it? Trump doesn’t give AF. This isn’t about tariffs, he wants the supply chain out of China. And that’s why China will retaliate tonight. Tonight might be the limit down night. The market …
The Trump administration is threatening to veto a bipartisan Senate bill to give Congress the ability to review new tariffs, protecting President Donald Trump’s claim of unfettered power in the early stages of a trade war that is sinking financial markets. Trump’s veto threat comes as a handful of Senate Republicans have signed onto a …
Top administration officials said Sunday that more than 50 countries targeted by President Donald Trump’s new tariffs have reached out to begin negotiations over the sweeping import taxes that have sent financial markets reeling, raised fears of a recession and upended the global trading system. WATCH: What to know about the effect of Trump’s tariffs …
Tom Lee — probably the biggest bull on the street — has fallen pic.twitter.com/upisO46wVG — Matthew Zeitlin (@MattZeitlin) April 7, 2025 BREAKING: Blackrock CEO says he will not rule out "another 20% stock market decline." pic.twitter.com/cVAh3aDbl1 — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 You've been warned. pic.twitter.com/DL2GlnSziX — Guilherme Tavares (@i3_invest) April 7, 2025 …
Japan is threatening to pull its investments from U.S. companies due to Trump’s tariffs, which impose a hefty 24% rate on its export-dependent economy. Japanese Prime Minister Shigeru Ishiba expressed to Trump that these new tariff policies are “extremely disappointing,” in a… pic.twitter.com/HNP1luaiTw — Ian Miles Cheong (@ianmiles) April 7, 2025 50+ nations reach out …
by confoundedinterest17 US tariff policies for the last 50 years represent a folly. Particularly since Presidents Obama and Biden (along with Chuck Schumer and Nancy Pelosi) did nothing to correct the enormous disparity in tariffs. Trump is trying to do something to right the ship before it sinks like The Titanic. Victor Davis Hanson wrote in …
Historically no nation can survive with a debt to gdp > than 130%. We are at 125. The “free money” has led to the “everything bubble.” It’s not just the stock market he sees correcting (collapsing.).
President Donald Trump is threatening new 50% tariffs on China unless Beijing lifts its retaliatory duties on U.S. exports by tomorrow. The White House says any suggestion that Trump is considering a 90-day pause in tariffs is “fake news.” U.S. markets opened sharply lower Monday for a third trading session, as Trump’s tariffs paralyze global …