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Brendahafer's avatar

The US-China trade de-escalation news is significant, with tariffs being reduced from 145% to 30%. This is a substantial shift that could have far-reaching implications for global supply chains.

I work in international trade, and I'm curious about how this 90-day period will play out. Do you think this temporary reduction could lead to a more permanent agreement, or are we likely to see tariffs increase again after this period?

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Franklin Nickerson's avatar

The upcoming earnings reports for Cisco, Alibaba, and Walmart will be crucial indicators of consumer and business spending patterns. I've been following these companies' performance, and the expected revenue figures are quite substantial.

I'm especially interested in Walmart's earnings given the current economic climate. With their expected revenue of $165.94 billion, do you think this could indicate stronger-than-expected consumer spending despite the economic headwinds?

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Beltmarkku's avatar

The US-China trade de-escalation news is significant, with tariffs being reduced from 145% to 30%. This is a substantial shift that could have far-reaching implications for global supply chains.

I work in international trade, and I'm curious about how this 90-day period will play out. Do you think this temporary reduction could lead to a more permanent agreement, or are we likely to see tariffs increase again after this period?

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Michael Joseph's avatar

The CPI data showing 2.3% YoY growth is quite encouraging, especially considering it's the smallest annual increase since February 2021. I've been tracking inflation trends closely, and this aligns with my observations of gradually cooling price pressures.

I'm particularly interested in how this might affect the Fed's rate cut timeline. With Goldman Sachs now predicting only one rate cut in 2025 instead of three, do you think this could lead to a more cautious approach from other central banks as well?

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