Economics Thread

https://twitter.com/x/status/2054929430166822975

The boom is here - America is being reindustrialized. We are by far the leaders in the AI/Robotic race.

Jobs on the way up.

Once we settle the crazy Muslim issue (800 year problem) we will take off even further with lower energy costs.

Remember though - Trump is doing more damage to the country than the mindset that its justifiable to kill the CEO of an insurance carrier.
 
sturg33 said:
this is what you get when you have a money printer that doesn't take a break
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This aint about the money printer as much as it is the world realizing this is the best place to invest still - Pretty sure for YTD the inflows from foreign investors was some astronomical figure.
 
thethe said:
Just a month or two ago you were saying how shitty the markets were and it was all Trumps fault.

I told you to check back in a few months.
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Because oil prices shot up. As they stopped rising it allowed the market to continue trading up.

Again, the markets are trading up because they expect an interest drop. If the Fed decides to hold again in June, the market will bottom out again. They expect a rate reduction, because of how miserable the economy is moving. But with inflation going up again, they may hold. If inflation rises in May, they probably won't cut the interest rates.
 
zitothebrave said:
Because oil prices shot up. As they stopped rising it allowed the market to continue trading up.

Again, the markets are trading up because they expect an interest drop. If the Fed decides to hold again in June, the market will bottom out again. They expect a rate reduction, because of how miserable the economy is moving. But with inflation going up again, they may hold. If inflation rises in May, they probably won't cut the interest rates.
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Ok so we will wait for those conditions to occur while the market still soars.
 
zitothebrave said:
Because oil prices shot up. As they stopped rising it allowed the market to continue trading up.

Again, the markets are trading up because they expect an interest drop. If the Fed decides to hold again in June, the market will bottom out again. They expect a rate reduction, because of how miserable the economy is moving. But with inflation going up again, they may hold. If inflation rises in May, they probably won't cut the interest rates.
Click to expand...

Look, I hate Trump, but US markets haven't really traded on rate expectations in years (and by years, I mean since the 3rd year of Biden), you can see it when you eyeball QQQ vs TLT and when you note that there aren't rate cuts priced for this year as things stand. (large caps have largely danced to the tune of their own beat for a while and small caps have begun ignoring rates as well)

I'm not sure what exactly is going to make this begin to happen again. Maybe if PPI translates into CPI, it happens, who knows, but for the time being it's felt like firms have chosen to eat the price increases by doing layoffs and other stuff to try and avoid Trump's wrath unlike the story we saw with 2018.

But this is late summer 2020 on steroids, bordering on something that is .com era like and it actually terrifies me a little as a scaredy cat.
 
Major U.S. and international manufacturers are facing intense scrutiny and lawsuits alleging a conspiracy to fix prices on PVC pipes and fittings, with key players like Westlake and Atkore agreeing to settlements exceeding $200 million combined by May 2026. The lawsuits, beginning around 2020, claim companies used industry publication OPIS to coordinate price hikes under the guise of supply chain
 
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