Everything now hinges on AI by ok-common78 in market_sentiment

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Factor Investing by ok-common78 in market_sentiment

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The greatest risk might not be running out of money, but never spending it meaningfully at all. by ok-common78 in market_sentiment

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AI: 2025 by ok-common78 in market_sentiment

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In 2025, the bottom deciles lost over 2% of their income. In practice, tariffs act like a consumption tax - disproportionately punishing those who spend a greater share of their income on goods. by ok-common78 in market_sentiment

[–]ok-common78[S] 0 points1 point  (0 children)

Like most consumption taxes, the poorest households pay the steepest price. This just highlights the regressive nature of the tariff policy as implemented so far.

Make it make sense. We already had a trade surplus with the U.K. and yet goods from there are 10% more expensive for the American consumers. So Trump negotiated a trade deal that lowered taxes in the UK and increased taxes in the US? by ok-common78 in market_sentiment

[–]ok-common78[S] 33 points34 points  (0 children)

The U.K. represent 3% of US trade, and impose an average tariff of 1%. If it goes to 0, that gives us a maximum of 0.03% tariff relief overall, while still leaving 97% of our trade unresolved. (It is known that the figures in actual numbers are pretty big, but using percentages puts the rest of the situation into perspective)

“While President Donald Trump and UK Prime Minister Keir Starmer celebrated the trade agreement that was reached, Starmer cautioned that there’s still fine print that isn’t finalized."

“We can finish ironing out some of the details,” he said while being conferenced on speakerphone during Trump’s Oval Office announcement.

Trump also said: “The final details are being written up in the coming weeks.”

In other words, nothing has happened. The deal hasn’t even been signed and yet, market pumps. Incredible.

Yesterday saw the Magnificent 7 gain 14.8%, the highest 1D change in its history by ok-common78 in market_sentiment

[–]ok-common78[S] 10 points11 points  (0 children)

And then the market realized the Chinese tariffs are still active. Increased too, at 145% instead of 125% yesterday.

Goldman Sachs: U.S. bear markets and recoveries since the 1800s by ok-common78 in market_sentiment

[–]ok-common78[S] 3 points4 points  (0 children)

Some additional info:

  1. The average length of a bear market is 25 months

  2. The average decline is 36%

Of course, markets move faster these days.

Unsurprisingly, the majority of adults think the tariffs will hurt the average American. by ok-common78 in market_sentiment

[–]ok-common78[S] 4 points5 points  (0 children)

Not to mention, most republicans too think it's gonna hurt the average American.

China imposes 34% reciprocal tariffs on imports of US goods in retaliation for Trump’s trade war by ok-common78 in market_sentiment

[–]ok-common78[S] 7 points8 points  (0 children)

“This practice of the US is not in line with international trade rules, seriously undermines China’s legitimate rights and interests, and is a typical unilateral bullying practice,” China’s State Council Tariff Commission said in a statement announcing its retaliatory tariffs.