Thread 509947467

This is a collective insanity.
Inflation is the measurement of loss of purchasing power due to monetary increases. Even if tariffs do increase prices, they do not affect inflation.
The jobs numbers are overstated by 100k jobs per month and Powell just keeps saying, "waiting to see." If the jobs market has been affected.
Then they ignore the ADP report.
We had 700,000 people flooding into this country every month that stopped and has reversed...goes completely ignored in the projections.
Cutting sooner will mean they won't need to cut as deep. The longer they wait, the deeper the cuts will need to be.
Absolute insanity.

>>509947467 (OP)
https://www.cnbc.com/2025/07/09/trumps-next-fed-chair-pick-already-comes-with-a-credibility-problem.html
>"We don’t even know who that person is, and already there are strong doubts about their integrity"
These people are insane.

>>509947745
>President only understands "line go up", demands zero percent rates or even subzero rates even when market is skyrocketing, risking economic meltdown
>President surrounds himself with yes men
>President picks replacement Fed Chair
>People concerned next Fed Chair will be yes man who will drop rates to sub zero even if it causes economic meltdown
I don't see what's confusing about this

>>509948410
Literally all the data shows we need to start dropping rates.

I don't trust Trump to appoint someone competent and objective, and it's really important to not have an idiot controlling the Fed. Like Hegseth has been a disaster. If there's one thing fucking up his presidency, it's that he surrounds himself with incompetent yes men and puts them in charge of massive agencies that put them way over their heads. I want JD Vance to pick

>>509947467 (OP)
So let's see
>Remove food and transportation from official inflation figures
>Food and transportation get 25-50% more expensive
>Why have people stopped believing (((us)))?

>>509948521
You should hike rates and drop tariffs.
However, you don't have the balls for it since all the banks are holding US treasuries.
This will destroy the remaining purchasing power of the currency.

>>509949634
>It's really important to have (((our))) guy controlling the kike (((central bank)))

they hated OP because he was right
(still a fag though)

>>509947467 (OP)
>markets reaching all time highs
>retarded tariffs
>bit coin being deregulated
>trump wanting to replace Powell
CUT DA RATES WE NEED EASY MONEY IT WONT BE ANOTHER 2021 I PROMISE, thanks for the next buying opportunity lads I will be loading up also the fed will start printing

>>509950421
Trump wants the US dollar devalued why do you think he wants to replace the fed chair

>>509947467 (OP)
>The longer they wait, the deeper the cuts will need to be.
We're going negative. Let me phrase it another way, Trump and all the other politicians will help world central banks go to negative rates, thereby they will become the buyer and lender of last resort. The hegemons of the world. That's the endgame.

>>509950715
Exactly. Trump will even call for negative rates as soon as the opportunity presents itself.

>>509948521
Drop rates and I'm dumping all of my 100k USD for EUR. Cope, seethe and dilate. USD will hyperinflate soon if Trump gets his way with the Fed.

>>509950844
You have already lost 15% of your purchasing power YTD.

>>509950715
USD lost 15% of value since the start of the year. Housing, food and other things need to go up 15% in price just to keep up with this.

>>509950844
Idiot. Ecb already dropped rates to COVID levels and you just sat on it and took the L. Because you're a retard.
This proves your own TDS

>>509947467 (OP)
>TDS
>Trump Delusion Syndrome
>We had 700,000 people flooding into this country every month
SHut the fuck up with this bullshit. not even remotely true.
Your shilling is terrible. Trump should fire you.

>>509951228
Funnily enough, he could still make it all back and more if he bought any major crypto.

>>509951050
100% eurocuck anti American propaganda.
It will not end well for you. Europeans are in a way worse financial situation than the USA, always have been and always will be. Too many fiscal obligations that don't feed back into the system.

>>509947467 (OP)
>Inflation is the measurement of loss of purchasing power due to monetary increases.
No it’s not. That is one form of inflation. There’s some plenty of other types. Demand-pull, cost-push, structural inflation and inertial inflation. Maybe more that I don’t recall.
> Even if tariffs do increase prices, they do not affect inflation.
That is a type of supply-related inflation. Technically cost-push.

>>509950963
I know, but still I think a crash cannot be evaded, even with 0% interest rates. People are losing their jobs in USA because companies (even the most profitable ones) literally cannot afford 200k$ salaries that are break even salaries in large US cities. Every day you see some new company laying off thousands of highly paid workers. It's not gonna end good. People also forget that the bond market sets the rates, if Fed decreases interest and no one buys bonds, which makes the bond interest spike hard it might actually bankrupt USA.
>>509951228
That's because Europe had almost no inflation when compared to Serbia or USA, it's not exactly a thriving economy but it's stable, like Japan.

>>509951319
Everything I said is true and factual.
Go od on estrogen and hang yourself.

>>509947467 (OP)
>Even if tariffs do increase prices, they do not affect inflation.
Yeah, OP is officially fake and gay.

>>509951377
Nope, USA is literally a buckbroken golem country. Trump just lowered taxes for the top 10% and increased them for everyone else. If bond market starts dumping bonds and USD your country will hyperinflate just like Yugoslavia did in the 90s. Prepare to spend your whole salary on 1 (one) bread and 12 (twelve) eggs.

>>509951351
Depends on who controls the Satoshi wallet. If the government does then there's no need to acquire more.
If the government doesn't then the use would be to finance whoever does control it. Either way it's a terrible idea.
Btc smells of Israeli control though so I'm sure they will be leveraging into it.

>>509951590
You are so stupid it's amazing you can even feed yourself.

>>509951679
>afraid of Israel
Bro your country is literally the biggest golem mutt poo country in the history of the entire world. Your very own president with his ex prostitute wife got blackmailed by Israel and can't even reveal 1 minute of footage or the list of people connected to Epstein. What are we talking about here? You just dropped bombs on Iran for Israel. You're literally jewish slaves, have you no fucking shame? You have guns but you're braindead so they are useless.

>>509951432
They stopped hiring 2-3 months ago, almost completely. The hiring process now takes 2-3 months on average from start to the contract stage.
Even then, they might (read: will likely) back out.
>>509951590
They realized that the only way the richest segment could retain their wealth and multiply their power is to push the cost of the decline to the 98% of the population. That's why they're cutting back on healthcare for rural (mostly white) Americans, and they will let thousands of clinics close in the next 10 years.

>>509951742
Okay smartass tell me what happens when Fed (which prints USD) has to start purchasing US government bonds? Infinite money hack? Every US citizen becomes a rich billionaire? Fucking retards, spoiler alert - they started doing this quite some time ago.

>>509951406
taxes are deflationary
the purpose of taxes is to destroy money
the tariff fee is taken out of the money supply
>cost push
it's a fee leading to destruction of the fee
the cost of the underlying good is unchanged and likely to decrease as more manufacturing is onshored
scaling domestic manufacturing is also deflationary
recently coca cola replaced all their 16 oz bottles with 20 oz bottles at the same price
deflation is unavoidable because the rates are too high
people are waiting to buy houses
velocity of money is down
this too is deflationary

>>509951938
Yes, we will continue to drop bombs and make brown people and Muslims seethe until the end of time.
Which is also why the USA will keep a stronger financial position than your little shit hole, and the Eurozone.

>>509951957
I wanted to move to USA before but now I see that even this shithole is better. I have no doubts that USA will either hyperinflate or go bankrupt than allow another recession where the stock price line goes down. USA is literally the worst country on the entire globe, even African countries where people die from starvation are better.

>>509952072
What happens? Rates come down, the economy is stimulated again and we roll forward with cheap interest payments.

>>509947467 (OP)
what is this retarded baboon-IQ shit?

>>509951406
Increase in prices due to charging our enemies a reciprocal tax should not be used as a basis for forced stagnation.
To say otherwise is to work in the best interest of our enemies.
This really isn't complicated.

>>509952289
Wanted to move too.
Now it looks like a husk of what it used to be.
https://www.youtube.com/watch?v=Kbr0N48nLB0

>>509951432
The ones paying $200k salaries are usually the mag7, or other companies that are being propped up as a government sanctioned monopoly. The government contracts they are given serves as a durable competitive advantage.

>>509952231
Heh, you do realize that those bunker busters that you dropped are several years of production? You can't fight a war because you have no real industry. Everything moved to China.
>>509952305
Nope, hyperinflation happens. Your government literally needs to increase the debt ceiling every 6 months or so. Listen to Musk you stupid MIGA idiot, he's been talking about this because he realized that even though he is the wealthiest man in USA it won't save him when this black swan happens.

>>509952624
You can still get a 150K salary in finance or tech relatively easily. That will change soon, of course.

>>509951569
The purpose of the CPI and other inflation metrics is to asses price increases due to increase in money supply. Tariffs do not fit that definition, and any price increase is a one time deal. Not a sign of systemic monetary instability.
These are bureaucratic excuses they use as sabotage. Just like the employment numbers.

>>509952624
Okay, so add 1 and 1 and tell me what happens when their profits drop a bit, when they are massively firing US workers even now as profits rise? All you people will be unemployed because it's cheaper to hire 10 people in India or Balkans or 5 people in Europe than hire 1 mutt in USA.

>>509952820
"CPI is a broad measure of the average change in prices over time that consumers pay for a basket of goods and services. It’s used to track overall cost of living changes, not just those caused by monetary expansion."

>>509952820
>CPI and other inflation metrics is to asses price increases due to increase in money supply
literally not lol

>>509952703
>Irrelevant, powerless, russosphere satellite screeching
The entire world is our industrial complex.

>>509952929
Hate to say it, bro, but they stop hiring and start firing workers because they don't see future explosive growth to justify spending that much on employees.
Which means they either expect stagflation or an economic recession due to low consumer spending.

>>509952929
>You have no industrial base
>You hire all of India to manufacture for you
Indeed

>>509947467 (OP)
>tfw janet yellen was right about inflation being transitory and pubs just fucked us all

>>509952970
That's precisely what their designed purpose was for. It's not complex

>>509953350
Except literally not, lol

>>509953172
And when we stop 700,000 people from coming in and actually deport people. It lowers demand and will cause a recession if rates aren't lowered. Powell and others are betting on it.

>>509953448
It literally is the entire point of the metric from the beginning.
It wasn't devised to help our enemies manipulate the FED.

>>509953497
Remember, 50% of consumer spending is done by the top 10% of earners.
>https://www.warc.com/content/feed/top-10-of-wealthy-americans-drive-50-of-us-spending/en-GB/10380
Corporations need cheap labor to beat earnings, and central banks need debt slaves to expand the money supply.
We don't know yet if it will cause a recession in the US. However, it will cause a recession in Mexico and South America as remittances stop destabilizing the southern part of the continent on purpose.

>>509953448
>nuh uh LOL
I love posts like this
they clearly signal that anon wanted to contend with the argument, but could not

>>509953813
Yes, but most of the inflation numbers are weighted on consumer staples, basically the things beaners have been consuming.

>>509953916
Our inflation never would have happened if Biden didn't allow 20million fucking people in.

>>509953575
It literally isn't, and never was.

>>509953831
>makes a plainly false claim on multiple levels, and easily disproven with a quick google search
>expect to be spoon-fed why they're wrong
lol

>>509953916
The inputs rose faster than the US population.
There is hardly any correlation between beaners eating the food and you paying more for it. It's largely offset by their cheap labor.

>>509950844
You won’t do shit. The only reason rates aren’t dropped is because banks are milking it while they can.

>>509954021
It was all printed.

>>509954241
> It's largely offset by their cheap labor.
It isn’t, since their labor isn’t cheap enough anymore.

>>509954347
That's BS. Higher rates also mean higher perceived risk by the creditors. Meaning the US is now seen as more risky to lend to. That simple.

>>509954207
he's literally not wrong lmao

>>509954438
You don’t even live in this country so you really have no experience to run off of. You simply don’t understand how much of the economy is smoke and mirrors.

>>509947467 (OP)
>rising prices dont affect inflation
retard

Totally
Deranged
Shitheads
>>509948410
>Orange Man baaaaad!
>I do not see what is confusing about this
>and these other things from my imagination
Kek.

>>509954389
No, it's not when insurance is 50% more expensive than last year and the latest John Deere combine harvester starts at $1M.

>>509954651
see
>>509954539
go play armchair analyst somewhere else.

>>509947467 (OP)
>Trump Derangement Syndrome
made up mental illness, unlike your schizophrenia

>>509947467 (OP)
>Even if tariffs do increase prices, they do not affect inflation
top kek. prove it or shut the fuck up, schizo.

>>509954359
This money mostly stays in a closed loop. It never makes it to consumer staples.

>>509955364
Prove tariffs affect inflation.

The only thing that affects inflation is government spending beyond tax revenue, as this requires debt funding which debases the currency.

>>509954651
John deer beaner pay is a very small percentage of the company's margin. The big one? Gubmint gibs.

>>509955473
The worst part is he’s insisting that the Fed can’t lower rates, but guess how the farmer is going to finance that John Deere machine?

A loan, which is based on the interest rates. These fucks speak through both sides of their mouth.

>>509955364
By definition it does not affect inflation.
It's being twisted by haters and retards like you eat that shit up. Prices are not the same as inflation. All metrics go through an algo to reach the final numbers. Look at how they calculate the rent portion in CPI for example...
Also, decreasing oil prices makes inflation damn near impossible.

>>509955445
>Prove tariffs affect inflation.
this is on you. but, here's an exercise: go to aliexpress.com or alibaba.com and check the prices AND taxes. think, WHO pays those taxes? what happens when politicians raise them?
where do you think most of your companies buy the cheap crap they sell to you?
how is CPI calculated? based on what? is it a direct measure of changes in prices, or some abstracted measure based on multiple factors?

>>509948521
You are why all my assets are in EUR and GBP

>>509955904
>this is on you
>to prove my argument
I forgot to check the flag before engaging. Should have expected a retard on the other side.

You people are such cocksuckers for the banker kikes lmao.

>>509955664
>By definition it does not affect inflation.
what definition, you mentally ill faggot?
PROVE THAT TARiFFS ON THE FOREIGN PRODUCTS YOU OR COMPANIES BUY OR EVEN DEPEND ON DON'T AFFECT PRICES.
if you insist, we have to assume you know what you are talking about... right? well, then prove it. it shouldn't be difficutl for you, mr internet expert economist.

I bet you can't do a basic sum lmao

>>509956078
Prove that you’re not a retarded spic first.

>>509955975
I'm not doing your homework, NPC. go google "how is CPI calculated" and stop talking about random shit that you obviously have no idea about

>>509956178
>I better attack the guy personally instead of giving arguments
>>503281217

>>509947467 (OP)
Inflation is the loss of purchasing power due to increased prices. It is irrelevant whether that happens due to an increase in monetary supply or a decrease in the productive potential of the economy.

What matters is that the monetary supply has increased *relative to the productive potential of the economy*.

Tariffs reduce the productive potential of the economy. Foreign trade is like a magical machine that allows you to convert good A into good B. Tariffs destroy that machine.

>>509956253
you’re asking others to prove your argument, so it’s only fair that you prove you’re not retarded first.

>>509948521
The dollar is down 10% ytd
CPI inflation is still 20% above the Fed's target

>>509956338
>inflation is when prices rise
This is incorrect. Inflation is only from a decreasing of the value of the currency due to an increase of supply.

>>509956388
CPI inflation is not the same as currency inflation.
I begin to see why you retards are so confused.

>>509956078
Your problem is you are an ESL retard.
Tariffs affect prices, not inflation.

>>509948410
cut rates to 0% and my income goes from 300k to 600k basically overnight. LFGO

t.Car Dealership GM

>>509956442
No. The word "inflation" is short for "price inflation", which is the inflation of prices, i.e. prices rising. It does not matter to the definition for what reason prices rise.

>>509956596
look at this
>>509956388

They’re purposely trying to conflate price increase with inflation. Typical kike games.

>>509956637
No, it isn’t. Stop posting you retarded nigger.
Inflation is when the currency loses value, not when the price of goods gets higher. Price of goods is influenced by supply and demand, but fluctuations in supply and demand DOES NOT cause inflation.

Show your flag. I need to know what slur to call you.

>>509956506
CPI inflation is a measure of inflation in prices as faced by consumer. This is a thing that matters. No one cares about your made up definition because it doesn't matter.

>>509956759
see
>>509956745

Show your flag so I know what slur to call you since you’re obviously retarded. Stupid nigger falling for the kike word games to destroy all meaning of the word “inflation” as it relates to monetary theory.

>>509947467 (OP)
went to buy a blueberry muffin oxbar vape yesterday and the price had gone from 10 to 18 bucks over night. i was like "wtf is this?" and they told me the orange nigger's tariffs have gone into effect recently. the orange communist is really going to make americans pay more for everything now.

>>509947467 (OP)
they printed for 20 years straight because boomers truly don't give a shit about debt and only care about washing their hands with hyperinflated money, after deleting the education capable of telling you what happens to the social contract during hyperinflation
it's hyperinflation, there is no stopping it now except direct honesty and drastic reform which is perfectly possible
unless they continue every year until 2050 when the debt hits 60 trillion and you start having to pawn california as collateral
I guess 49 states is ok, but you know they will rob the civilians before their plantation

>>509956338
The key is, what is the purpose of the FED wanting to see the inflation numbers? The reason it matters is because the fed wants to know if it can counteract inflation with monetary policy.
Does fed monetary policy really have any affect on tariffs? No. So any price increase due to tariffs are irrelevant as far as the fed should be concerned. Because even if they were to raise rates to 35%, it wouldn't change the tariffs. It would only serve to hurt an already (obviously) stagnant economy. In other words, Powell is serving our enemies interests, not the stated objective of the FED.
>>509956442
Exactly.

>>509956970
Powell is just a good house nigger serving his banker masters. The bankers want the higher interest rates because the Covid inflation royally fucked their books.

Bankers rule us.

>>509957105
Most bankers want rates down. They make more money when they are down.
This appears to be just a few leftist holdouts at the FED + eurocucks + liberal media.

>>509957388
I’m not convinced. The extra cash flow from a few points on mortgages and other loans is not to be scoffed at.

>>509947467 (OP)
Tariffs are inflationary

>>509958020
This has never been proven.

>>509957709
It's all about fast monetization. Banks make a percentage when mortgages are originated immediately. After six months they don't gaf anymore. Only bond market investors care about the yield.

>>509958092
Feel like they are pessimistic on the economy in general so rather the “wait and see” approach than risk any change.

Bankers don’t like change. Logically what you say is sound but there are too many variables at play at the moment. I still don’t think our supply chain ever fully recovered from the Covid shock.

>>509958068
It's self evident. No proof needed.
Example. Admin decides to increase tariffs by 2% per month for two years. Does that mean inflation is increasing, even if demand is down and all other metrics show stagnating economy? No the whole point is to assess the economic conditions of the country.
Holding back rate cuts because of positive metrics like tariffs is throwing the baby out with the bathwater.

>>509958364
>no proof needed
Incorrect. You can’t just change the definition of inflation, anon.

>>509958364
also see this
>>509956442

>>509958275
This is a narrative from CNBC you fall for. Change isn't bad. Lowe rates will help a stagnant economy, not hurt it. Waiting will just mean we need deeper cuts for longer because we will have a much bigger hole to dog out of.

>>509958524
>UR FALLING FOR A NARRATIVE
Says the guy trying to redefine what inflation means.
You stupid fucks don’t realize that economic schools actually drill the definition of inflation into every students head. Price increases are not inflation. Devaluing of the currency is inflation.

Tariffs don’t devalue the currency, therefore they do not increase inflation.

>>509958434
I didn't, but this is what liberal are trying to do by piling on this toxic, "wait and see" narrative.
One example of this should be the picking and choosing of the jobs data. All metrics point to existing recession. Decreases in gdp, overinflated jobs numbers and low ADP jobs numbers, immigration numbers, etc.

>>509958719
We actually agree on this.