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Started By
Message
re: U.S. Inflation Report Shows Effects of Trump’s Tariffs
Posted on 8/12/25 at 1:55 pm to the808bass
Posted on 8/12/25 at 1:55 pm to the808bass
quote:I do not think tariffs are affecting inflation at the moment, unless businesses are reacting to the increased prices to come, but I again doubt it.
Rent?
Insurance?
I don’t disagree with your point. But this report isn’t showing tariff effects.
0
Posted on 8/12/25 at 1:57 pm to wackatimesthree
quote:
LOL
Durable goods are showing signs but is it tariffs or a reaction to the deflation from post-covid supply chain recovery?
Where is it in non-durable?
Posted on 8/12/25 at 1:59 pm to VABuckeye
quote:
Now do beef.
Take the "L" man. Your argument fails, when you have to find the one data point to validate it. Here are 99 reasons you are wrong, but wait I got this one specific item.
You lost the game 56-0, but you made one first down. I guess you win
Posted on 8/12/25 at 2:10 pm to wackatimesthree
quote:
In other words, tariffs have us back at Biden levels of rate of inflation.
Posted on 8/12/25 at 2:16 pm to UncleFestersLegs
quote:
i want aware beef wasn't food. Are you fricking it instead?
Posted on 8/12/25 at 2:19 pm to VABuckeye
No trollalah. I said that they HAVE been over the top for years. You do understand the difference right?
Posted on 8/12/25 at 2:21 pm to wackatimesthree
quote:
Yes, I am consumed with common sense when it comes to economics.
AOC, is that you?
Show us your boobs.
Posted on 8/12/25 at 2:27 pm to bbvdd
quote:The S&P is up ~8% since Trump took office, and on pace for a 12% year. NASDAQ is on pace for an 18% year. The 30 Dow stocks are lagging that performance.
The Dow Jones was 43,846 on 1/17 currently 44431.
Posted on 8/12/25 at 2:30 pm to wackatimesthree
quote:Yet you seem to be asserting that the cost of tariffs is being passed through in total, or near that, which is not common sense. It's nonsense.
I am consumed with common sense when it comes to economics.
Posted on 8/12/25 at 2:33 pm to NC_Tigah
NC, what you're not seeing is that it is common sense in the alternate reality he lives in but not in the real world.
Posted on 8/12/25 at 2:34 pm to VABuckeye
Imagine believing the price of AMERICAN raised beef is impacted by tariffs
Posted on 8/12/25 at 2:49 pm to PsychTiger
quote:In fairness, this stuff is being reported in such a propagandized way, it would make Goebbels blush. There are posters who may be trying to honestly analyze the tariff equation, but are simply too overwhelmed with the horseshite to garner a clear picture. They assume that at least some of the horseshite must be true.
NC, what you're not seeing is that it is common sense in the alternate reality he lives in but not in the real world.
Posted on 8/12/25 at 2:57 pm to VABuckeye
quote:
You forgot the price of beef.
you do realize that has nothing to do with tariffs right? good lord. There is a major supply shortage'
here, for you learning
quote:
Reports indicate that the United States is currently experiencing a beef supply shortage and high prices, with cattle inventories at historically low levels, according to AP News and Fox Business. The national beef herd hit a 73-year low in January 2024 at 28.2 million head, although it has increased slightly to 28.7 million, according to a recent U.S. Department of Agriculture report.
Several factors contribute to the shortage:
Drought conditions: Persistent droughts, particularly in the western and central U.S., have reduced the availability of grazing land and driven up the cost of feed, leading to herd contraction. Some ranchers have sold off cattle, including breeding stock, due to these economic pressures.
High input costs: Beyond feed, ranchers face increased costs for fuel, labor, and other essential inputs, squeezing profit margins and impacting their ability to expand herds.
Strong consumer demand: Despite record-high prices, consumer demand for beef remains strong, further exacerbating the supply issue. Some consumers are prioritizing quality and source, according to MarketWatch.
Labor shortages: The meat processing industry has experienced ongoing labor shortages, contributing to bottlenecks in the supply chain.
Posted on 8/12/25 at 3:01 pm to NC_Tigah
Yep. Pretty much all Mag 7 and not much else (AI arms race).
Posted on 8/12/25 at 3:06 pm to Mandtgr47
Nice! I’m assuming you must have a lot of exposure to the M7?
Doesn’t mean much as it pertains to the markets on the whole obviously but that’s awesome for you, none the less.
Doesn’t mean much as it pertains to the markets on the whole obviously but that’s awesome for you, none the less.
Posted on 8/12/25 at 3:18 pm to VABuckeye
quote:
You forgot the price of beef. You know, that seldom used groceries word.
If youde see my portfolio, youde know why IGAF about beef costs. Hell, double it
This post was edited on 8/12/25 at 3:18 pm
Posted on 8/12/25 at 3:19 pm to Seldom Seen
quote:
Seldom Seen
Lol you cuck beeeeotch
Posted on 8/12/25 at 3:22 pm to Seldom Seen
Trump is killing it!
Posted on 8/12/25 at 3:25 pm to UncleFestersLegs
quote:
i want aware beef wasn't food. Are you fricking it instead?
Beef is up because of the screw worm.
quote:
Beef prices in the United States are rising due to ongoing concerns about the New World screwworm, a parasitic fly whose larvae feed on living tissue and can kill cattle within weeks if untreated.
The U.S. Department of Agriculture (USDA) has suspended imports of Mexican cattle multiple times since November 2024, most recently in May 2025 and again in August 2025, after the parasite was detected in Veracruz and Oaxaca, Mexico.
This restriction has limited the supply of cattle, particularly those fattened in the U.S. after importation from Mexico, contributing to higher beef prices.
As of August 2025, the price of meat has already increased by 20% due to these restrictions, and experts expect prices to continue climbing.
Not Tariffs.
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