Credit where credit's due, President Trump made a big bet that the US had a magnetic appeal and that would enable him to get a better deal from US trade partners and companies that want to do business in the United States. On the evidence of the last few months, that bet is playing out pretty nicely. Did the economics profession get it wrong on tariffs or is the impact just delayed.Economists don't agree on much. One thing they do agree on is that free trade is good and that tariffs are bad. If we were to t ...

Core Insights - Global inflation remains persistent, leading to a decline in discretionary spending, which significantly impacts retailers [1] - Retailers face weaker pricing and increased cost pressures, affecting even those with strong brand recognition [1] Industry Summary - The logistics sector is experiencing challenges due to inflation and changing consumer spending patterns [1] - Retailers are often the first to feel the effects of economic downturns, resulting in a ripple effect across various sectors [1] Company Summary - Companies with established domestic footprints are not immune to the pressures of inflation and changing consumer behavior [1] - The article highlights the importance of diversification in investment portfolios, particularly in sectors like banking, telecommunications, logistics, and hotels [1]

Bitcoin liquidity disconnect. Photo by BeInCrypto Japan's cabinet approved a 21.3 trillion yen ($135.5 billion) stimulus package on Friday, marking the nation’s largest economic intervention since the COVID-19 pandemic. The news immediately pushed the yen to its lowest level against the US dollar since January 2025 and sent the nation’s 40-year bond yield to a record 3.697%. Stimulus Details and Economic Context The package centers on three goals: easing rising prices, driving robust growth, and boosti ...

Walmart Inc. (NYSE:WMT) delivered a powerhouse third-quarter performance on Thursday, beating Wall Street expectations and raising its full-year guidance. However, amidst reports of strong revenue growth, executives cautioned that while grocery prices are stabilizing, tariffs remain a lingering variable that could impact the cost of household items.Check out WMT’s stock price here.Tariff Impact ‘Less Than Expected’ But Prices Could RiseDuring the earnings call, Walmart leadership noted that overall inflatio ...

It is time now for money power politics. Despite uncertainty in the economy, higher prices, and consumer sentiment reaching near record lows, this month about 187 million people are expected to shop from Thanksgiving through Cyber Monday this year, according to the National Retail Federation. That is a recordbreaking number.And last month, home sales rose to their highest level since February. But the biggest surprise came with today's jobs report. The delayed number showed that the US added 119,000 jobs in ...

The best way to beat inflation? Investing in yourself so that you become so good at what you do that people will pay a premium for your skills and they won't be "inflated away." https://t.co/dI4QFOBoxY ...

美联储内部分歧加剧，三位高级官员在同一天对通胀问题表达担忧，令12月降息前景更加不明朗。 周四，美联储理事Michael Barr表示，鉴于通胀率仍在3%左右徘徊，距离2%的目标尚有距离，美联储 在考虑进一步降息时需要谨慎行事。 我担心的是我们看到的通胀率仍徘徊在3%左右，而我们的目标是2%，我们致力于达到这个 目标。 理事Barr转向谨慎立场 作为美联储理事，Michael Barr的立场至关重要。他此前支持了9月和10月的降息，但对12月的行动一直 未表露明确态度。 鉴于已有多位同僚公开了支持或反对第三次降息的立场，Barr的投票可能将起到决定性作用。 Barr虽未明确反对降息，但他对通胀的担忧将使决策变得更加复杂。根据期货合约定价，投资者目前预 计12月会议降息的可能性仅为40%左右。 几乎同一时间，克利夫兰联储主席Beth Hammack重申反对进一步降息，芝加哥联储主席Austan Goolsbee也表示对12月降息感到不安。 他强调： 因此，我们在货币政策上需要小心谨慎，因为我们希望确保我们实现双重使命的两个方面。 尽管Barr没有直接声明反对再次降息，但他对通胀停滞的不安，无疑会使鲍威尔在12月 ...

Japan’s inflation rose in October, keeping the Bank of Japan on track for an interest rate hike in coming months as Prime Minister Sanae Takaichi prepares an economic package aiming to soothe discontent over rising costs of living https://t.co/tP0W5RnGJr ...

Credit stress is expected to rise next year as more borrowers grapple with the effects of inflation, higher interest costs and a weakening consumer. But private credit might see the worst of it https://t.co/KNUk3uZDkQ ...

[music] Welcome to Meet the Press Now. I'm Kristen Welker in Washington where the White House is defending some extremely incendiary comments by the president today, criticizing a group of Democrats for their comments about the military and suggesting those Democrats actions are punishable by death. We'll have much more on all of that. and the firestorm and the reaction on Capitol Hill in just a moment. But it comes as the administration is confronting some dismal new poll numbers on how Americans feel abou ...