Since the first time I shared my view about the effects of the combination of higher interest rates, a housing shortage, and inflationary pressures around two years ago, the situation hasn't gotten any better.Triba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The investment strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and ...

Labor Market - US labor productivity rebounded in the second quarter [1] - Efficiency gains are helping keep a lid on wage-related inflationary pressures [1] Economic Trend - The economy rebounded in the second quarter [1]

Market Impact - The US's imposition of a 50% tariff on copper imports, effective August 1st, is expected to significantly disrupt the copper market [1] - Copper prices in the US have already surged to record highs [1] - Industries face potential supply chain disruptions and inflationary pressures in the short term [2] Impact on Industries - Electronics manufacturers will face higher production costs, potentially leading to increased prices for consumer goods [1] - The transportation equipment sector, especially electric vehicles, will see elevated costs, potentially slowing adoption due to EVs using three to four times more copper than traditional cars [2] Domestic Production - The tariff aims to boost domestic copper production [2] - Establishing new domestic mining sites could take years [2]