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re: PPI blows through expectations - over 3x higher than expected

Posted on 8/14/25 at 9:20 am to
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
135731 posts
Posted on 8/14/25 at 9:20 am to
quote:

what a boomer take


Posted by td01241
Savannah
Member since Nov 2012
28009 posts
Posted on 8/14/25 at 9:20 am to
This entire concept that muh tariffs will just be passed to the consumers is just fricking stupid if you think about it logically for a second.

I think we can all agree, no matter what you think of Trump, he is not a stupid man. These trade deals he has worked out I guarantee have stipulations making this a violation of the deal, resulting in massive retaliatory tariffs or just complete shut off from our market.

If you have noticed, like Roger probably, we have put nearly every country in the world in the cuck chair during these negotiations. They will NOT risk anything to break their trade deals resulting in them getting fricked worse than 4cubbies in a thread about race admissions to college
Posted by scottydoesntknow
Member since Nov 2023
10334 posts
Posted on 8/14/25 at 9:20 am to
quote:

quote:My prediction is that the true believers on this board will make the full transition to Bernie bro talking points soon. This has been my claim too, based on their brand of populism. Totally agree.


Bernie Bro politics and "conservative" politics all lead to the same place: massive debt and eventual collapse
Posted by SouthEasternKaiju
SouthEast... you figure it out
Member since Aug 2021
42904 posts
Posted on 8/14/25 at 9:21 am to
Impeach 47 NOW!!!!!!’
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297590 posts
Posted on 8/14/25 at 9:22 am to
quote:


Bernie Bro politics and "conservative" politics all lead to the same place:


Not really, if you follow principles.

Conservatives would want a balanced budget.
Posted by Clames
Member since Oct 2010
18937 posts
Posted on 8/14/25 at 9:22 am to
quote:

Did you look at the breakdown at all?



Don't expect intelligent, rational, properly contextualized discussion when people like the OP and SFP start/infect a thread...
Posted by Bunk Moreland
Member since Dec 2010
66953 posts
Posted on 8/14/25 at 9:23 am to
quote:

This entire concept that muh tariffs will just be passed to the consumers is just fricking stupid if you think about it logically for a second.

Wow. The idea that companies can and will allow their profit margins to be cut seems insane to me.
Posted by Ingeniero
Baton Rouge
Member since Dec 2013
22140 posts
Posted on 8/14/25 at 9:24 am to
quote:

The watch market is imploding!

Don't worry, every market is about to implode. Or explode, depending on how you look at it.

quote:

I dont care if prices go up on things YOU are buying. Oh no is the economy gonna tank because people are buying less things made in Asia...with Asian workers


You seriously don't get it, do you? YOU are going to be paying more for this whether you like it or not. Your car insurance and homeowners insurance will go up because it now costs more to source things from other countries. The cost of your coffee will go up because we don't grow it here. Even if you were miraculously able to buy American for literally everything you use on a daily basis (you can't), your costs will still go up.
Posted by the808bass
The Lou
Member since Oct 2012
125636 posts
Posted on 8/14/25 at 9:24 am to
quote:

Young folks graduating with biz degrees and 70k in college debt sending out 1000s of job applications...nope total myth


Anecdotally, I know a couple of these.
Posted by Placekicker
Florida
Member since Jan 2016
12401 posts
Posted on 8/14/25 at 9:25 am to
quote:

Do you have a link to prove your point?

"Excluding food and energy prices, core PPI rose 0.9% against the forecast for 0.3%. Excluding food, energy and trade services, the index was up 0.6%, the biggest gain since March 2022."

Why exclude these items from their findings?


Exactly! Cherry picking data to frame a narrative is just bad partisan propaganda.

It’s no different than a kid in school- if you don’t count those 10 homework assignments that I didn’t turn in, and those 2 tests I missed, I have an “A” in this class.
Posted by td01241
Savannah
Member since Nov 2012
28009 posts
Posted on 8/14/25 at 9:25 am to
They will. It’s 100% worth it for EU, UK, etc companies to have to eat a 15% or
10% tariff respectively to have full unfiltered access to the American market. They also have to be competitive in that market
Posted by onepiecemayne
Member since Nov 2023
911 posts
Posted on 8/14/25 at 9:25 am to
Fire whoever reported these bad numbers. How dare they make our president look bad.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297590 posts
Posted on 8/14/25 at 9:27 am to
quote:


They will. It’s 100% worth it for EU, UK, etc companies to have to eat a 15% or
10% tariff respectively to have full unfiltered access to the American market.


How does that help US mfgrs?
Posted by scottydoesntknow
Member since Nov 2023
10334 posts
Posted on 8/14/25 at 9:29 am to
quote:

This entire concept that muh tariffs will just be passed to the consumers is just fricking stupid if you think about it logically for a second.


Well in the way they look at it sure. I can not buy the stuff that is being tariffed if prices go up. Less people buying the things, adds downward pressure to prices. Businesses arent doing goodwill to the consumer. They are listing their products at the HIGHEST price they can to move product already. You cant just arbitrarily raise prices because your costs go up. That means less people will be buying your product.

Higher prices means less product being moved. That would be a bane on the economy IF it were Americans being laid off. Less product means less production workers needed to make them...where are those production workers...not in America
This post was edited on 8/14/25 at 9:32 am
Posted by the808bass
The Lou
Member since Oct 2012
125636 posts
Posted on 8/14/25 at 9:30 am to
You’re arguing that market economics don’t behave like market economics.
Posted by SDVTiger
Cabo San Lucas
Member since Nov 2011
93912 posts
Posted on 8/14/25 at 9:31 am to
You were crying about 4 dollars on swatches
Posted by Bard
Definitely NOT an admin
Member since Oct 2008
57993 posts
Posted on 8/14/25 at 9:32 am to
quote:

Isn’t that the ultimate point of these tariffs?


It is, but a lot of multiple economies are built on the US consumer machine importing so much because it's cheaper to make a lot of things elsewhere (labor regulations, environmental regulations, etc). Changing that doesn't happen painlessly nor does it happen overnight. The American consumer doesn't have the tolerance for that sort of change and timeframe (see also: dependency on federal programs causing the debt to run wild).
Posted by td01241
Savannah
Member since Nov 2012
28009 posts
Posted on 8/14/25 at 9:32 am to
I was replying to someone about why foreign companies will actually be totally fine with eating the tariffs. This might not to apply to very niche companies or products like luxury items, but will largely be true.

Nothing I have said ITT has had anything to do with the goal of reshoring US manufacturing, but this has obviously been put in motion to some degree. It’s hard to tell how much since it’ll take years before we even begin to slightly see how much this is happening. Which is good for you I guess since it gives you a long time to be a retard all over this board being a contrarian
Posted by td01241
Savannah
Member since Nov 2012
28009 posts
Posted on 8/14/25 at 9:36 am to
No, I’m making an argument that’s basically 2 fold one is based in speculation but is logical and one is not.

1. These agreements Trump has made almost certainly have provisions in place to heavily punish anyone who can be shown to be passing on the cost to American consumers. No matter if they like it or not or how market economics work generally, which isn’t the same globally as they are domestically, countries will not violate these agreements and get punished harshly.

2. It’s worth it for these companies to have much more free access to our markets than many of them have ever had before, they will eat 10 or 15% tariffs in order to obtain and keep this.
Posted by Ingeniero
Baton Rouge
Member since Dec 2013
22140 posts
Posted on 8/14/25 at 9:38 am to
quote:

I was replying to someone about why foreign companies will actually be totally fine with eating the tariffs. This might not to apply to very niche companies or products like luxury items, but will largely be true.


Proctor & Gamble, Walmart, Adidas, AutoZone, among others, have already flat out said they will pass on tariff costs to consumers. Are those niche luxury companies?

quote:

It’s hard to tell how much since it’ll take years before we even begin to slightly see how much this is happening. Which is good for you I guess since it gives you a long time to be a retard all over this board being a contrarian


If you think the American consumer is going to just accept a 10-50% increase for years on everything they need for daily life, you're sorely mistaken. People aren't going to start paying price increases and smile about it because that's their patriotic duty (pun intended)
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