Blogotariat

Oz Blog News Commentary

Articles from MacroBusiness

Macro Morning

July 8, 2025 - 09:00 -- Admin

Overnight saw Wall Street react negatively to the Trump Tariff Tirade via letters to all the countries the regime has not yet done a trade deal (read: all but 3) with a surprisingly high number chosen for most and with threats of retaliation if any country decided to match or even attempt to put in

Macro Afternoon

July 7, 2025 - 16:00 -- Admin

Its the Tariff Trading Week! You get a deal – you get a deal – we all get a deal! By deal, I mean a letter from the Bully-in-Chief stating what tariff you have to accept, since there’s been less than three US trade deals actually made in the last 90 days. Stock markets in

The post Macro Afternoon appeared first on MacroBusiness.

What now for tariffs?

July 7, 2025 - 13:00 -- Admin

Morgan Stanley with the note. The uncertainty of application of tariffs is one reason we have continually called for patience to see the affect of tariffs in hard data. Our models predict that inflation will take approximately four months to see the full effects of tariffs and potentially even eight moths for growth to react

Power bills roar higher again

July 7, 2025 - 12:00 -- Admin

Over the weekend, OPEC+ production was raised of 548,000 barrels per day (bpd) for August, above the initial projection of 411,000 bpd. With the goal of regaining market share and stabilizing prices, this action quickens the rollback of the voluntary supply reduction in 2023. Even with this rise, OPEC+’s spare capacity is still projected to

Pages