How much will it cost to refund Trump's tariffs? Too much (via @opinion) https://t.co/58PuLTEtn4 ...

The weaker dollar, a product of Donald Trump’s tariffs, has made American maize cheaper for other importers, meaning it is flying off the shelves https://t.co/DgbTlW79Pl ...

Economic Overview - The Federal Reserve faces challenges in navigating a rapidly changing economy with limited tools, under political pressure [1] - US economy is a complex mix of adaptation and experimentation, making data interpretation difficult [4] Immigration Impact - St Louis Fed research suggests that slowing immigration may cause the US labor market data to appear weaker than it is [2] - Previously, the US needed approximately 150,000 new jobs monthly to maintain expansion, but with reduced immigration, the break-even rate might be closer to 50,000 new jobs monthly [2] Trade and Tariffs - Boston Fed indicates that peak tariff uncertainty might be behind us, which is positive for small and medium-sized businesses [3] - Easier access to credit outweighs lingering trade worries for small and medium-sized businesses [3] AI and Automation - San Francisco Fed found that companies facing more trade uncertainty are adopting new tech and automation faster [3] - Firms are automating to mitigate policy shocks [4]

Jordi Visser (@jvisserlabs) says fear mongering over tariffs is now officially over. https://t.co/rCDuwMt7RU ...

Federal Reserve kicking off its two-day meeting on interest rates tomorrow. Want to take a closer look at the markets right now with Ed Yardeni, Ardeni Research President. Good morning to you, sir.Thank you. >> We're all trying to figure out where this is all headed. I think we're at a quarter point, but I don't know.Some people are now suggesting maybe we we get uh you know, half a point. >> It's a stretch. It's possible, but uh I'm I'm like everybody else in the quarter point camp.I've actually been in th ...

“My best guess, I stress the word guess, is the US will end up with 10 to 15% tariffs on most countries, ongoing”. Tyler Cowen tells “Money Talks” how he thinks Trump will reshape the global economy https://t.co/wpC4vRgxTI ...

Welcome back. And joining me now is Republican Senator Lindsey Graham of South Carolina. Senator Graham, welcome back to Meet the Press.Thank you. Well, thank you for being here. I'm so sorry we have to meet under these circumstances again, Senator.You were on this program the day after the first assassination attempt against President Trump. My question for you this morning, Senator, what is your message to people this morning about this moment that we're in in this country. Well, number one, my message to ...

on Thursday. Our next guest joins us with the catalyst he thinks will be the most important for investors next week. So, let's bring in vital knowledge founder Adam Chrysafouli.Adam, it's great to have you back on and let's start right there. Is this all about central bank decisions. Yeah, definitely think the Fed will be the most important um event of next week and we also have a lot of other central banks, BOJ, BOE, Bank of Canada, but the Fed will be the big highlight by far.Okay. And is it really about ...

Tariffs and Supply Chain - Tariffs serve an important purpose in addressing fragile supply chains exposed during COVID-19, particularly for essential goods [4] - The US has made progress in bringing key parts of the supply chain back, incentivizing domestic manufacturing of critical components like chips [5][6] - Government intervention, such as providing capital to stimulate economic growth, should ensure sovereign protection and secure supply chains [9][10] Corporate Response to Tariffs - Companies are facing a conundrum with rising input costs due to tariffs and limited ability to raise prices for consumers [12] - Corporations are adapting to tariffs by becoming more efficient and reducing human capital [14] - Revenue for companies in Q2 increased by just over 6%, while earnings per share (EPS) increased by 118% [16] Labor Market Dynamics - The job market is weak despite a good economy and strong earnings, as companies are downsizing to offset increased input costs [17][18] - Companies are leveraging AI and natural attrition (80,000+ people turning 65 weekly) to reduce headcount [19][21] - Downsizing explains the conundrum of a weak jobs market despite efforts to bring jobs back to the US [26] Future Economic Outlook - A rebirth in jobs and manufacturing is hoped for, contingent on lower interest rates and a restart in housing [27] - Capital expenditure (capex) will be spent over several years (2026-2030), primarily on equipment rather than labor [28][29]

Watch: President Trump repeatedly claims tariffs will reap “billions” of dollars for the U.S.—and so far, he’s right. Here’s a look at how all of that money is collected and where it goes. https://t.co/51QAW52iHf ...