By slapping tariffs on China without receiving White House concessions, President Claudia Sheinbaum is likely just to embolden Donald Trump in next year’s trade talks, says @JPSpinetto (via @opinion) https://t.co/6vu2cazcrV ...

Core Viewpoint - Wall Street is preparing for potential turmoil due to an upcoming Supreme Court decision regarding the constitutionality of tariffs, which could impact Corporate America and raise concerns about the country's fiscal health [1]. Group 1: Market Reactions and Expectations - The decline in asset prices in early April, following President Trump's tariff announcements, indicates potential market volatility if the Supreme Court overturns the current tariff regime [2]. - Despite the Supreme Court hearing the case expeditiously, a ruling may take a month or longer, with the current term ending on June 6, 2026 [3]. - Upholding the tariffs would maintain the current market status quo, while reversing them could introduce significant uncertainty, which markets typically dislike [4]. Group 2: Potential Financial Implications - A ruling that tariffs are unconstitutional could lead to substantial one-time refunds for companies, potentially amounting to $100 billion, but this may be countered by increased uncertainty and political/legal challenges [4]. - Trade uncertainty could lead businesses to pause investments and freeze hiring, which may result in declines in U.S. stock indexes and widening credit spreads [5]. - Financial markets have adjusted to the impacts of tariffs on inflation, economic growth, and asset prices, indicating a level of acceptance among market participants [5]. Group 3: Legal Context - The Supreme Court case revolves around whether President Trump overstepped his authority under the International Emergency Economic Powers Act (IEEPA) when imposing tariffs, complicating investor analysis of potential market reactions [6].

Economic Overview - The current economic situation is perceived to be worse than many realize, with significant payroll losses and stagnant private payroll growth [14][15] - The inflation rate is above the Federal Reserve's target, with a three-month change in the Consumer Price Index (CPI) at 3.5%, and goods inflation at 3.0% [5][6] Tariffs and Inflation - Tariffs are believed to have contributed to inflation, with costs being passed on to consumers, although there are arguments that tax cuts and deregulation have also played a role in lowering costs [7][8] - The debate exists on whether the inflation caused by tariffs is a one-time issue or a more persistent problem [6][10] Income Distribution - Under Biden's presidency, the middle class saw no gains when adjusted for inflation, while the poor became poorer, contrasting with the economic growth experienced during Trump's first term [17][18] - The discussion highlights a philosophical difference in economic policies, with a focus on the impact of income redistribution efforts [18] Employment and Immigration - A significant drop in immigration numbers is noted, which could affect employment figures, with estimates suggesting a reduction from millions to potentially negative numbers [19][20] - The importance of analyzing both current and past inflation numbers is emphasized, as they can influence perceptions of economic health [21] Stock Market Sentiment - The stock market is viewed as a more reliable indicator of economic health than inflation numbers, with current market performance being described as positive [22]

Now for more on those trade talks, let's bring in Wendy Cutler. She is a senior vice president at the Asia Society Policy Institute. Uh Wendy, who whose position has improved or not since April here between the US and China.Um it's hard to tell, but we are seeing a different China in these negotiations. It's clearly playing hard ball, much tougher positions than it did during the first term of the Trump administration. And again, just this morning going into the second day of talks, China announces a new um ...

He says the relationship between the U.S. and China remains a very strong one. Is that how you see it. I may see a little more, let's say, dynamism in the US-China relationship over strength.But thank you so much for having me. I think it is interesting. I mean, even when we think about how Secretary Bessen described exactly those trade talks, he seemed to say they didn't talk much about trade, that this was mostly about this tick tock framework deal.And even even that alone speaks to, I think, some of the ...

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From the Desk of Anthony Pompliano0:00 The Fed Will Cut Rates & Assets Are Going Much Higher6:49 Elon Musk Purchases $1B In Tesla Stock7:54 The Tariff Fear Mongering Is OverEnjoy! https://t.co/FBqXttVbwH ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

$30B/month in tariffs (≈$300B/yr), Tax receipts growing ~10% YoY and yet… the deficit is still bigger than last year.Put it together and you get a “perpetual motion machine” of stimulus.@VincentDeluard argues that classic recessions are probably dead. https://t.co/AMSBjLur71 ...

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1][13] - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to support this growth [2][6] - AI data centers consume massive amounts of energy, comparable to that of a small city, leading to concerns about power grid strain and rising electricity prices [2][3] Group 2: Company Overview - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a unique investment opportunity [3][8] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides financial stability [8][10] Group 3: Market Position and Strategy - The company plays a pivotal role in U.S. LNG exportation and is well-positioned to capitalize on the onshoring trend driven by tariffs [5][7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewable fuels [7][8] - The company also holds a substantial equity stake in another AI-related venture, providing indirect exposure to multiple growth engines in the AI sector [9][10] Group 4: Future Outlook - The future of AI is closely tied to energy infrastructure, and the company is strategically positioned to thrive in this evolving landscape [6][14] - The influx of talent into the AI sector ensures continuous innovation and advancements, further solidifying the importance of energy infrastructure [12][14] - The potential for significant returns on investment is highlighted, with expectations of over 100% returns within 12 to 24 months [15][19]