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Started By
Message
re: PPI blows through expectations - over 3x higher than expected
Posted on 8/14/25 at 12:43 pm to FATBOY TIGER
Posted on 8/14/25 at 12:43 pm to FATBOY TIGER
quote:
Show me.
Uhh, sure.
Food inflation was 1.4% MoM and Energy was .9% MoM. Core inflation was .6%, ergo, the headline number was worse when you included food and energy.
0
Posted on 8/14/25 at 12:45 pm to the808bass
quote:
Well, we have
Im not disputing this. You just wont be able to indefinitely. Like I said earlier, if you could charge more and still keep the exact demand, you would have
Posted on 8/14/25 at 12:48 pm to scottydoesntknow
quote:
You just wont be able to indefinitely.
Probably mostly correct. But if everyone is facing these tariffs (and in our market, they are), that will lead to a slower construction market. And will lead to less profit for an American company employing American workers.
Is that the goal?
Posted on 8/14/25 at 12:53 pm to the808bass
quote:
Probably mostly correct. But if everyone is facing these tariffs (and in our market, they are), that will lead to a slower construction market. And will lead to less profit for an American company employing American workers. Is that the goal?
Itll lead to market changes. The system we have now isnt sustainable. If your industry is 100% reliant on cheap foreign products and labor...its an unhealthy one. The construction industry is not in healthy spot
Posted on 8/14/25 at 12:54 pm to scottydoesntknow
quote:
The system we have now isnt sustainable.
....why?
Posted on 8/14/25 at 12:55 pm to SlowFlowPro
Because Trump said so
Posted on 8/14/25 at 12:58 pm to scottydoesntknow
quote:
The system we have now isnt sustainable. If your industry is 100% reliant on cheap foreign products and labor...its an unhealthy one. The construction industry is not in healthy spot
Jeez. So, we're just supposed to destroy the construction and real estate industry until we can get more materials made here (at a higher cost, by the way) in a decade?
Posted on 8/14/25 at 12:59 pm to Bunk Moreland
All for the next President to reverse the tariffs
Posted on 8/14/25 at 1:00 pm to Bunk Moreland
quote:
So, we're just supposed to destroy the construction and real estate industry
I've been promoting the need for deflation in housing for a long time on here and even I don't want that. I want like 15-20% price reductions, not a complete freefall
Posted on 8/14/25 at 1:01 pm to Nosevens
quote:
When your goal is to bring back manufacturing you don’t stop any other procedures and focus on just that as you have no teeth to bite with. You have to have a penalty if it’s not getting done or as an incentive that would be the need for the other 2 in his statement
I don't know what you are talking about.
It's helpful to quote the text you are commenting on; without it I don't have any context for your post.
Posted on 8/14/25 at 1:03 pm to NIH
quote:
All for the next President to reverse the tariffs
Why would JD reverse tariffs?
How are tariffs killing the RE Industry
Muh builders
Posted on 8/14/25 at 1:03 pm to NIH
I'm too dumb to know if tariffs are a good idea, but the reasoning is always shifting and the application has been haphazard. I understand that may all be 8D chess, but I feel bad for any business owner trying to navigate this.
Posted on 8/14/25 at 1:04 pm to SlowFlowPro
quote:
quote:The system we have now isnt sustainable. ....why?
Because a country cant be a consumer economy forever...you can pretend to by continuing to print money. That plan has us 37 trillion in debt.
Posted on 8/14/25 at 1:06 pm to scottydoesntknow
quote:
Because a country cant be a consumer economy forever..
What are you talking about?
We are #2 in terms of total manufacturing output, and our per capita output is like 7th or so. Nobody has the combination of total and per capita output like we do.
The only reason China is #1 in total volume is b/c they have 3-3.5x the population we do.
quote:
you can pretend to by continuing to print money. That plan has us 37 trillion in debt.
Holy conflation
Posted on 8/14/25 at 1:07 pm to SlowFlowPro
quote:
want like 15-20% price reductions
2008 all over again. Its almost like we keep repeating the same mistakes over and over and over
Posted on 8/14/25 at 1:07 pm to scottydoesntknow
quote:
If your industry is 100% reliant on cheap foreign products and labor...its an unhealthy one.
lol. “Down with curtain wall! Muh cheap foreign products!!”
You need to stop talking in bumper sticker slogans and start listening to people.
Posted on 8/14/25 at 1:08 pm to scottydoesntknow
quote:
Its almost like we keep repeating the same mistakes over and over and over
Yes government manipulation to protect domestic assets/ production does create the same issues over and over again.
Why, exactly, do you want to do this with tariffs?
Posted on 8/14/25 at 1:11 pm to BCreed1
quote:
Evidently not as much as you can considering this report does not show tariffs impacted anything.
Yes, no matter what that chart shows, since the point is that the new tariffs haven't been in place long enough to move the needle.
Since you are as stupid as you seem to be, let me explain it this way:
Even if we assume your analysis is correct, there are only three explanations for it.
One is that the new tariffs are so new that it's not surprising that the effect is minimal so far across the entire economy.
The other is that Trump can magically change the numbers in an equation without changing the final answer. (Hint, this isn't the correct one)
The third is that companies are adapting in ways that have not (yet) affected prices. Layoffs, wage stagnation, promotions freezes, etc.
You showing that chart over and over again doesn't address those possibilities.
This post was edited on 8/14/25 at 1:28 pm
Posted on 8/14/25 at 1:12 pm to scottydoesntknow
quote:
Because a country cant be a consumer economy forever...you can pretend to by continuing to print money. That plan has us 37 trillion in debt.
Dude, you need to stop.
This is getting embarrassing.
Posted on 8/14/25 at 1:17 pm to Bunk Moreland
quote:
I'm too dumb
we know
quote:
but the reasoning is always shifting
not from the people imposing the tariffs
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