Tariff Impact & Inflation - JP Morgan 认为，行业特定的 Section 232 关税可能比国家特定的关税对有效关税率产生更大的影响，预计稳定在 22% 左右 [1] - 总体而言，预计关税总成本的约 60% 将转嫁给消费者，而公司承担约 40% [2] - 关税成本可能会在今年剩余时间内增加，但明年可能会被减税的一些好处所抵消 [3] - 商品成本可能会继续上涨，但服务领域可能会出现转变，有助于明年年底通胀下降 [4][5] - 增长和通胀通常朝着相同的方向发展，这可能会使明年上半年的通胀保持在高位 [5] Monetary Policy & Labor Market - 如果明年通胀保持在高位，增长加速，即使只是在较短的时间内，可能会进一步将降息推迟到下半年，并且总体而言，降息幅度可能会低于市场预期 [7] - 劳动力市场可能存在更大的复杂情况，明年上半年如果增长略高，可能会延长劳动力市场的寿命 [8][9] - 税收减免将在很大程度上帮助消费，但如果劳动力市场总体疲软，则存在疑问 [9] - 小型企业面临的十大业务问题中，利率和融资成本排名第 10，而劳动力质量排名第 2，劳动力质量高于劳动力成本 [12] - 人口结构变化正在减缓劳动力供应，需求也在变得更加疲软 [13]

The idea is that a lot of traders here in the US thought that these tariffs on Swiss goods wouldn't be applied to gold because you need to trade uh 400 ounce bars for central banks, 100 ounce bars for uh the comx and kilo bars in Asia. Um apparently there are going to be tariffs on those uh gold bars. >> Exactly.That's what they thought. um they had plans uh and then they got a letter. I have the letter here.So basically maybe just one step back, Switzerland has a big trading surplus with the United States. ...

The president says grocery prices are dropping. Is that what you're seeing. Well, look, if you go back to Covid and everything, they've obviously gone up since then.I think you see a pause in grocery prices right now because like, for instance, we don't know what to do as far as buying clothes right now. You know, a couple of things that are out there is any service from China which has to do with things like these aluminum arms that we get from China, switched our production from the United States now to b ...

There's a moment at the end of the emperor's new clothes when the people begin to see the truth. When they start to recognize their leader is not wearing the finest stitching. He's just well naked.Well, today Donald Trump is feeling the breeze. It's no secret that the very foundation of his political power is his unique ability to construct an alternate reality for his supporters to inhabit. But after weeks of deflecting, diverting, distracting attention from the Jeffrey Epstein controversy, Earth 2's popul ...

Good morning. This is Horizon's Middle East and Africa. Our top stories this morning, Israel's security cabinet approves Prime Minister Benjamin Netanyahu's plans to take full control of Gaza City.President Trump nominated Steven Miron to temporarily fill Adriana Kugler seat on the Fed board. Meanwhile, Christopher Waller is the leading choice amongst Trump's advisors as the next chair. Plus, Japan's top trade negotiator says the US has confirmed it will end stacking of universal tariffs on Tokyo and cut ca ...

Epstein Scandal & White House Response - The White House allegedly held a meeting to discuss the Epstein scandal, despite initial denials from VP Vance [1] - Reports suggest a strategy meeting was cancelled in response to reporting about it, indicating an attempt to manage optics [1] - Trump's claims about banning Epstein from Mar-a-Lago are being questioned, fueling further scrutiny [1] - MAGA figures are expressing discontent with the administration's handling of the Epstein case, signaling a potential revolt [1] Trump's Actions & Economic Impact - Trump is accused of using Soviet-style tactics, creating an alternate reality and potentially chilling free speech [5] - The administration's interventionist approach is likened to that of strongmen in countries like Turkey and Argentina [4] - New tariffs are described as a $300 billion tax hike, disproportionately affecting working and middle-class Americans [4] - Concerns are raised about Trump's meddling in private companies, including suggesting CEOs should resign, leading to market instability [3] Free Speech & Corporate Influence - Bob Woodward criticizes Trump's First Amendment crackdowns as "pathetic" [5] - Corporations are allegedly influenced by Trump, with examples given of Paramount/Skyance merger and Colbert's cancellation [5] - A novelist who grew up in Russia draws parallels between Trump's actions and Soviet censorship, raising concerns about self-censorship [5] - There are concerns that people are afraid to voice their true feelings, leading to a distorted reality [5]

The US government has placed tariffs on imports of one-kilogram gold bars, threatening to shake up the bullion market and dealing a blow to Swiss trade, the Financial Times has reported https://t.co/aBG4jI6656 ...

Andrew Elise here. Donald Trump won at the end of the day because voters were dissatisfied with Biden's economy and the Biden administration had been a little tonedeaf pushing Biden when so much of the country was hurting. Do you think that now Donald Trump is falling into the same trap of trying to message that everything is okay while ignoring the real discontent among American voters.I think that he's exacerbating the problem because he promised people that inflation would end. It's a direct quote from h ...

The premium for gold futures in New York jumped as markets opened in Asia on Friday, following a Financial Times report that said imports of one-kilogram bullion bars are now subject to US tariffs https://t.co/5Xlj9uvJmb ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Crane America. Other people do my make friends. Hey, I'm just trying to make you a little money. My job is not just to teach you, but to educate, entertain, too. So, call me at 1800743 CBC. Tweet me at Jim Kramer. In any given market, you need to understand the themes, what's really going on, not in the averages, but underneath. So, on a day where the Dow lost 224 points, as we shed 008%, but the NASDAQ, where the hottest stocks are, gain 35%. Let's take a m ...