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Posted (edited)
12 minutes ago, Coelenterate Fuccboi said:

From today: 

“Fed Chair Jerome Powell said President Donald Trump's tariffs have mainly appeared to be covered by importing companies, meaning consumers haven't seen major price increases tied to the levies yet.

"To the consumer, the passthrough has been pretty small," Powell said. "It's been ... slower and smaller than we thought."

To be sure, Powell noted that companies have said they eventually plan to pass more of the cost increases onto shoppers, which can result in higher price tags.”

With the discontent between him and Trump, there’s no telling how much truth or justification for past action (inaction) there was in this this statement, but it does confirm one side of this argument so far. 

Pass through costs are just starting.  Here is just one example: coffee. 

https://dailycoffeenews.com/2025/09/15/u-s-coffee-prices-soar-at-the-supermarket/

why has it taken awhile? Mainly, Trump has been starting and stopping tariffs for months. Then, companies tried to do a temporary coverage of the tariffs hoping they would stop. Finally, it takes awhile to burn thru inventory.  Declaring victory over tariff inflation is very premature.  

However, declining demand from a worsening economy can also mute inflation.  Not the right way, but a way  

 

Edited by Dbeasy
Posted
51 minutes ago, Dbeasy said:

Pass through costs are just starting.  Here is just one example: coffee. 

https://dailycoffeenews.com/2025/09/15/u-s-coffee-prices-soar-at-the-supermarket/

why has it taken awhile? Mainly, Trump has been starting and stopping tariffs for months. Then, companies tried to do a temporary coverage of the tariffs hoping they would stop. Finally, it takes awhile to burn thru inventory.  Declaring victory over tariff inflation is very premature.  

However, declining demand from a worsening economy can also mute inflation.  Not the right way, but a way  

 

I have no doubt companies will eventually want to do make-up hikes. The market will determine if they are able to.

Coffee may not be the best example:

“Prices for coffee have soared, fueled largely by volatile weather that's reduced crop harvests among major growers like Brazil and Vietnam, according to analysts.”

https://www.cnbc.com/amp/2025/09/04/why-coffee-prices-are-so-high-and-where-theyre-headed-next.html
 

Only political projectionists are declaring any victories.

Posted
On 3/6/2025 at 3:41 PM, 52-80 said:

I bragged on the Intel thread about some equity + options positions that were absolutely stonking. And now they're just a hair above profitable. (Gonna grab more)

Intel stonking again.  +30% premarket to $33 on news of NVDA taking a mere $5B stake (4%) at ~$23/sh valuation   🤠🎂

Posted
5 minutes ago, 52-80 said:

Intel stonking again.  +30% premarket to $33 on news of NVDA taking a mere $5B stake (4%) at ~$23/sh valuation   🤠🎂

It's nice when Dear Leader takes a stake and chooses winners and losers, right? Although I could have sworn you were against that idea just recently

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Posted
10 hours ago, Coelenterate Fuccboi said:

I have no doubt companies will eventually want to do make-up hikes. The market will determine if they are able to.

Coffee may not be the best example:

“Prices for coffee have soared, fueled largely by volatile weather that's reduced crop harvests among major growers like Brazil and Vietnam, according to analysts.”

https://www.cnbc.com/amp/2025/09/04/why-coffee-prices-are-so-high-and-where-theyre-headed-next.html
 

Only political projectionists are declaring any victories.

he didnt even read his own article

Quote

While the tariffs have squeezed U.S. green coffee importers, they’ve also arrived on the back of an extended period of nominally high prices on the coffee commodities markets,

 

Posted
7 minutes ago, Captainant said:

It's nice when Dear Leader takes a stake and chooses winners and losers, right? Although I could have sworn you were against that idea just recently

want some whaaburgers to go with your french cries?

Posted
6 minutes ago, 52-80 said:

want some whaaburgers to go with your french cries?

Oh no, don't report me to your komissar and get me fired from my job! Lotta that going round these days.

  • Fuck You 1
Posted
2 minutes ago, Captainant said:

Oh no, don't report me to your komissar and get me fired from my job! Lotta that going round these days.

this victim costume looks great on you.  keep it up!

Posted (edited)
9 minutes ago, 52-80 said:

this victim costume looks great on you.  keep it up!

Lulz you being a hypocritical liar doesn't victimize me, but I hope you enjoy your State Capitalism. You sure seemed to hate it recently, just trying to understand why it's different now.

Edited by Captainant
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Posted
14 hours ago, Dbeasy said:

Pass through costs are just starting.  Here is just one example: coffee. 

https://dailycoffeenews.com/2025/09/15/u-s-coffee-prices-soar-at-the-supermarket/

why has it taken awhile? Mainly, Trump has been starting and stopping tariffs for months. Then, companies tried to do a temporary coverage of the tariffs hoping they would stop. Finally, it takes awhile to burn thru inventory.  Declaring victory over tariff inflation is very premature.  

However, declining demand from a worsening economy can also mute inflation.  Not the right way, but a way  

 

Just in time for Christmas shopping.

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