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@vxn_mawar_putih: Para petantang petenteng🙅🏻 #bosmuda😎😎😎 #petantangpetenteng #fffyyyypppppppppppppppp #katakata #xybca
🅼🆁.🅴🅽🅹🅾🆈
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Thursday 31 July 2025 12:59:14 GMT
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“Virgínia de volta ao jogo? Vini Jr causa com vídeo misterioso!”
Had there been no tariffs, we would already be much closer to the Fed’s 2% inflation target—and rates would be lower right now. For those blaming Powell for today’s inflation, that’s simply misplaced. The tariffs put in place by Trump are a major reason prices remain high. Auto suppliers, auto dealers, and big retailers (as shown in recent earnings calls) are all struggling not to pass higher costs onto shoppers, but we’re still seeing higher prices for food, energy, and much more. To be blunt, the blame for these stubbornly high costs falls on Trump’s tariffs. I’ve never agreed with tariffs—I believe a stronger trade deal could have been achieved without them. If there’s one thing I’d hoped for, it was that a true dealmaker wouldn’t have needed tariffs to negotiate a better deal. But consumers are the ones paying the price—and inflation definitely isn’t back down on day one, as was promised. Tariffs are clearly adding to inflation, but here’s the key: we’re likely not going to see a huge spike in inflation from here. What people are missing is the opportunity cost—the amount of downward progress we’ve lost. Under the Biden administration, inflation was on a steady downward path. The tariffs put a stop to that trend, and now we’re seeing a reversal. So rather than worrying about runaway inflation, the real issue is how much closer we could have been to the 2% target had those tariffs not been in place. That’s where the real cost lies. On top of that, I was right about the Fed making a rate cut in September, but it looks like I’ll be wrong about how much. I predicted a one-and-done 50 basis point cut, but now it’s looking like we’ll just get 25 points and then wait to see what inflation does next.
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