Breaking: President Trump threatened to raise tariffs and impose export controls on China, citing the country’s newest restrictions on rare-earth materials https://t.co/bzWvePNwNY ...

💥BREAKING:Trump just announced a “massive increase” in tariffs on China.Within 3 minutes, the S&P 500 wiped out $700 billion in market value. https://t.co/2kX4PUFPoz ...

Bo Mason has spent his entire life farming in Arkansas. >> I still learn something new every day. >> Corn, rice, and soybeans.>> That's what a US soybean should look like. >> Yellow is perfect. >> Soybeans are one of the most valuable US agriculture exports.From human food to the oil used to make a Goodyear tire, this tiny plant is mighty. And American soybean farmers say they're in the middle of a massive growing crisis. When that is full, there should be uh 650 bushel.At a $10 soybean, you know, that'd be ...

Trump says he sees “no reason” to meet Chinese President Xi Jinping and threatened a “massive increase” of tariffs on goods from China https://t.co/NlYgyBG61p ...

NEW: 🇺🇸 President Trump posts long China rant, threatening to raise tariffs while saying there is "no reason" to meet with President Xi.Markets not liking this one 😬 https://t.co/VOE167bwyZ ...

Levi Strauss - Levi Strauss reported better-than-expected earnings, with adjusted EPS of 34 cents per share and revenue exceeding $1.5 billion [2][3] - The company anticipates a 3% decline in fourth-quarter revenue compared to last year, citing concerns over tariffs impacting demand [2][4] - For the fiscal year, Levi Strauss expects a sales increase of 3%, up from a prior forecast of 1-2%, and adjusted EPS guidance has been raised to between $1.27 and $1.32 [4][5] Oracle - Oracle received positive adjustments from analysts, with Ever ISI raising its price target to $350 and Citigroup boosting it to $415, maintaining a buy rating [6][7] - Analysts view recent pullbacks in Oracle's stock as a buying opportunity, driven by growth in Oracle Cloud Infrastructure (OCI) and expected clarity on capital expenditures and profitability from AI projects [7][8] - An upcoming AI world event in Las Vegas is anticipated to serve as a catalyst for Oracle's stock [9] Applied Materials - Applied Materials saw a price target increase from B Riley to $265, up from $200, with a buy rating maintained [10] - The stock has risen over 30% year-to-date, driven by expectations of significant order growth in semiconductor capital equipment [11][12]

Economic Growth - Economic growth has shown resilience in 2025 year-to-date despite negative macroeconomic conditions caused by the trade war and tariffs [1] - The primary reason for this resilience is likely attributed to frontloading [1]

Monetary Policy & Economic Data - The Fed is closely monitoring private sector data to compensate for potential government data delays, but acknowledges it may not be fully representative [4][5] - The Fed considers the labor market weakness as a key factor in policy decisions, with concerns about negative job growth [6][7] - The Fed acknowledges the importance of CPI data for assessing inflation, especially regarding colleagues' concerns [10][11] - The Fed views tariff effects as one-off events and focuses more on the labor market when setting policy [12][14] Labor Market Assessment - The labor market is considered weak, with negative job growth and a lack of hiring plans reported anecdotally [6][7][8] - There is no evidence of a tight labor market, with no wage increases or rising vacancies [15][16] Inflation & Tariffs - Tariff effects are seen as one-time price increases, not causing persistent inflation, consistent with central bank's long-standing view [12][13] - Businesses are passing tariffs through to higher-income consumers but not to lower-income consumers [18][19] - There's an estimated 40% pass-through of tariffs to prices, showing a correlation between tariff size and price changes [19] Future Policy Direction - The Fed is leaning towards cutting rates but cautiously, considering the divergence between a weak labor market and strong GDP growth (close to 4%) [20][22] - The Fed prefers a gradual approach to rate cuts (quarter point) to allow for adjustments based on incoming data [23] Private Credit Market - The Fed does not view the private credit market as a significant systemic risk due to the substantial equity positions involved [24][25]

Japan’s economy likely contracted in the third quarter after five consecutive periods of growth, as US President Trump’s tariffs campaign took a toll on exports, according to a Bloomberg survey of economists https://t.co/nB3jYfSx5L ...

Mexican lawmakers will pause discussion of a government proposal to impose tariffs of as much as 50% on cars, steel and other products imported from China and several other Asian nations https://t.co/uYLi28Z5x0 ...