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#Stagflation

15 posts11 participants0 posts today

🚨"US wholesale inflation rose much more than expected in July, with prices rising at the fastest monthly pace in 3 years.

Excluding food & energy prices, core PPI rose 0.9% against the forecast for 0.3%. Excl food, energy & trade svcs, the index was up 0.6% -biggest gain since Mar 2022.

On an annual basis, HL PPI increased 3.3%, the biggest 12-month move since Feb -well above: Fed’s 2% inflation target.

Trump's #tariffs have caused #stagflation...
#Trumpcession #USPol
cnbc.com/2025/08/14/ppi-inflat

CNBC · Wholesale prices rose 0.9% in July, much more than expectedBy Jeff Cox

"Correct.🚨Many ppl portray Trump as returning to classic United Fruit Co-style 20C US imperialism. But with his emphasis on state planning, strategic INDs +domestic #surveillance & party discipline, the aspirational model is CN."
-M Paarlberg

CN calls its hybrid of socialism & capitalism "Socialism with Chinese chars." Under Trump, we're witnessing "State capitalism with American characteristics."
-Greg Ip
#Tariffs #TrumpRegime #Trumpcession #Stagflation #Protest #USPol wsj.com/economy/the-u-s-marche

#Stagflation concerns ripple through Wall Street as #tariffs hit,” read one Bloomberg headline Thursday. JPMorgan analysts see “tariff-induced US ‘stagflationary’ slowdown in 2025,” Reuters reported in June. “It’s beginning to smell a lot like stagflation,” economist Paul Krugman wrote Friday.

James Downie for MSNBC msnbc.com/opinion/msnbc-opinio
#USPolitics #TrumpRegime

MSNBC · Trump's Oval Office chart charade can't hide the truth about the economyBy James Downie

FX swap points in South Korea remained largely unchanged as traders adopted a cautious stance ahead of key US CPI data, with subdued trading and limited position-taking amid stagflation concerns.
#YonhapInfomax #FXSwap #USCPI #SwapPoints #Stagflation #InterestRates #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

Yonhap Infomax · FX Swap Points Hold Steady as Markets Await US CPI Data
More from Yonhap Infomax News

Jared Bernstein, former White House economic adviser, warns that President Trump's tariff policies are fueling U.S. stagflation, with rising prices and slowing growth, but notes that reversing these policies could ease economic uncertainty.
#YonhapInfomax
#JaredBernstein #TrumpTariffs #Stagflation #FederalReserve #USGDP
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

Yonhap Infomax · Bernstein Warns 'Trump's 'Chaos' Comes at an Economic Cost'
More from Yonhap Infomax News

“Trump’s trade war should be seen as part of a package of policies that amounts to class warfare — class warfare against middle and lower-income Americans in favor of the affluent, especially the top 10 percent of the income distribution.”

Instead of delivering on his promise of lower inflation for working class Americans, he lavishes more riches on the wealthy.
#Oligarchy #TaxTheRich #Inequality #Tariffs #Trumpcession #Stagflation #Kleptocracy #USPol
paulkrugman.substack.com/p/the

Paul Krugman · The Economics of Smoot Hawley 2.0, Part IIBy Paul Krugman

“Trump’s trade war should be seen as part of a package of policies that amounts to class warfare — class warfare against middle and lower-income Americans in favor of the affluent, especially the top 10 percent of the income distribution.”

Instead of delivering on his promise of lower inflation for working class Americans, he lavishes more riches on the wealthy.
#Oligarchy #TaxTheRich #Inequality #Tariffs #Trumpcession #Stagflation #Kleptocracy #USPol
paulkrugman.substack.com/p/the

Paul Krugman · The Economics of Smoot Hawley 2.0, Part IIBy Paul Krugman

“Americans, now and in the future, will be paying more and buying less. Trump’s second-term economic ideology is not only one of protectionism, mercantilism, atavism, and cronyism. It is also one of degrowth.”

The WH is pursuing a multipronged strategy to raise prices, suppress consumption, & lower productivity in the US.
#Stagflation #Trumpcession #Tariffs #Protest #USPol
theatlantic.com/economy/archiv

The Atlantic · Trump Is a DegrowtherBy Annie Lowrey

This week, South Korea’s bond market is set for volatility as investors monitor US inflation data and Trump’s policy moves, with stagflation risks and Fed rate cut expectations in focus; domestic housing prices and central bank signals also weigh on sentiment.
#YonhapInfomax #USInflation #BondMarket #FederalReserve #Stagflation #BankOfKorea #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

Yonhap Infomax · [Bond Market - Weekly]Trump's One-Man Show—Markets Eye 'S' Scenario
More from Yonhap Infomax News

Economists and markets are having trouble resolving the conflicting, opposing directions of a #recession and high #inflation. Most believe rates will drop, but what if the unemployment rate remains steady despite lower GDP? What if inflation rapidly triples through the 3rd quarter? The anticipation of lower rates is based on economic orthodoxy, but it's unresponsive to #stagflation, and as I keep pointing out, the Beveridge Curve has been nearly vertical since Nov 2022.

"We're near full employment. There're at least 7.5M undocumented workers. There're not 7.5M Americans ready, willing, & able to take those jobs, so positions will go unfilled."
-A R-Melnick

🚨Businesses will close, the #economy will shrink, & Americans will *lose* jobs.

"Rep Greg Steube: "As more & more illegals are deported from our nation, it'll give the opportunity for more🚨citizens of our country to take these jobs."
-A Rupar
#Trumpcession #Stagflation #Immigrants #Protest #Boycott #USPol

The USD/KRW exchange rate has stabilized in the 1,380 range amid subdued volatility, but market participants remain alert to potential triggers such as Fed leadership changes, US stagflation risks, and geopolitical developments, which could disrupt the current calm.
#YonhapInfomax #USDKRW #FederalReserve #Stagflation #Ceasefire #DollarIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

Yonhap Infomax · What Could Disrupt the Calm in Seoul FX Market?
More from Yonhap Infomax News

US equity index futures traded mixed in Asia on August 6, with S&P 500 futures rebounding slightly and Treasury yields rising as weak US services data fueled stagflation concerns and dampened rate cut expectations.
#YonhapInfomax #SP500Futures #USTreasuryYields #Stagflation #NasdaqFutures #DollarIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

Yonhap Infomax · S&P 500 Futures Mixed in Asian Trading as US Treasury Yields Rise
More from Yonhap Infomax News