Latest / Wall Street Truthbombs Podcast
When Companies THANK Washington… You Know Something’s Off
Friday’s long-delayed CPI report was the market’s first sip of data in weeks—and it tasted sweet. Prices rose 3.0% year over year, slightly below expectations, sparking another risk-on rally across Wall Street. But dig deeper, and the story gets far more complicated.Services inflation—the sticky kind that keeps the Fed awake—is barely cooling. Housing and healthcare are still running hot, while goods inflation has quietly taken on a new driver: tariffs.Here’s where it gets wild: both Ford and GM just told investors they’re benefiting from tariff policy. Yes, the same trade barriers meant to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.