President Donald Trump's far-reaching tariffs are starting to push sticker prices, though not as much as some economists had forecast. https://t.co/nPJfRCmfC7 ...

We've been talking here uh consistently about whether the market would absorb uh the tariffs. The market is absorbing the tariffs right now. Uh it reminds me of the talk we had during the Biden administration about uh the the economy continuing to grow even as interest rates went up.Do you see a divide between what's happening on Wall Street and Main Street or is this an economy that just keeps roaring on. Roaring is probably a bit more than uh of a word than I would use because the growth rate this year wi ...

.@SteveForbesCEO warns that lost in the endless conversation about tariffs is the issue of the tax wedge and how the new levies imposed by President Trump will create barriers to business. #WhatsAhead https://t.co/30I9V5YaMc ...

.@SteveForbesCEO warns that lost in the endless conversation about tariffs is the issue of the tax wedge and how the new levies imposed by President Trump will create barriers to business. #WhatsAhead https://t.co/G4DZz1hb6K ...

The president has promised to hack away at federal rules that stymie construction. Yet his policies on immigration would worsen labour shortages and his tariffs will make projects more expensive https://t.co/9xizWDp5pA ...

Market Performance & Trends - Despite tariff threats, the Russian Ruble's value increased, and the Moscow stock exchange rose sharply [1] - Since the last US election, the S&P 500 has increased by 84% [2] - Seven stocks, representing about 35% of the market, have been driving the market's performance [3][4] - Without the "magnificent seven" stocks, the S&P 500 would only be up 33% [4] Individual Stock Performance - Tesla is up 26% since the election [5] - Meta is up 26%, driven by AI [5] - Amazon is up 13%, but down slightly since the inauguration due to tariffs [6] - Google is up 7%, but down since the inauguration due to competition in the search business from AI companies [7] Economic Impact of Tariffs & Policies - Economists are lowering their estimates of a recession; predictions are closer to 30% [9][10] - Tariffs have not had a significant effect on inflation, which is around 28% for core inflation and 4% including food and energy [13][14] - Interest rates have been relatively stable since the election, providing a tailwind to the market [16]

Fed Rate Policy & Inflation - The Fed is likely to lower rates, considering the downward trend of inflation approaching the 2% target [1] - High real rates are restraining the economy, suggesting a need for rate cuts [2] - The impact of tariffs on inflation is considered minimal and temporary, unlikely to significantly alter the Fed's course [3][4] - A potential one-time price jump from tariffs is expected, with the US being a relatively closed economy where services constitute 70% of the consumer basket [4] - Even a 20% tariff increase is projected to raise prices by less than 1 percentage point [4] - Dollar decline since February is adding to inflation pressure, potentially more so than tariffs [10] Labor Market & Economic Impact - The Fed is cautious about weakness in the labor market translating to unemployment [6] - Maintaining the unemployment rate in the 4-45% range is a key objective for both the President and the Fed [7] - Weakness in the labor market will drive the Fed's rate decision more than inflation [8] - Long-term interest rates significantly affect the economy, influencing housing and investment decisions [8] - The US government's deficit and spending policies are crowding out the economy, potentially hurting it more than other factors [9]

Donald Trump’s latest threat of 100% tariffs on Russia would risk complicating relations with two nations crucial to his economic and strategic goals: China and India https://t.co/iy4Vezj43l ...

Political Commentary & Analysis - The report suggests Donald Trump's use of profanity and behavior at a religious luncheon were inappropriate [1][2][4][5] - The analysis indicates Trump's approval rating is lower compared to other presidents at similar points in their terms, such as John F Kennedy, George H W Bush, Jimmy Carter and Joe Biden [10][11][12] - The report mentions the possibility of a third impeachment of Donald Trump if Democrats regain control of the House of Representatives [14] - The report highlights concerns about Donald Trump's handling of the Epstein files and potential implications for his presidency [7][8][15][16] Economic & Policy Impact - The report points out that a significant portion of Trump supporters oppose his tariffs, which they perceive as illegal, unconstitutional, and economically disastrous [8][54][55][56][61] - The analysis indicates that Trump's tariffs could lead to increased prices for consumers and negatively impact small businesses [60][62][63][64] - The report mentions proposed tariffs of 35% on Canada, 30% on the European Union, and 30% on Mexico [56] Social & Ethical Concerns - The report raises questions about Donald Trump's relationship with Jeffrey Epstein and his administration's handling of the Epstein files [6][7][8][15][16][21][22][32][33][34][35][36][37][38][39][40][41] - The report references a New York civil court finding Donald Trump sexually abused Eugene Carol and the subsequent $85 million in damages awarded [30]

Market Trend - Fejau 分析指出，只要关税和资本流动动态持续存在，比特币的上涨趋势可能会继续 [1] - Fejau 认为，在这种环境下，没有充分的理由对比特币结构性看跌 [1]