K
@kwstults
Tariffs are inflationary, not deflationary.
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Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
74% Engaged
43% Positive
31% Negative
Positive
43%
Negative
31%
Neutral
27%
Critical Perspectives
Community concerns and opposing viewpoints
1
A loud contingent insists tariffs are inflationary — calling them “a tax on retail” and questioning how adding 20–25% to prices could ever lower costs
A loud contingent insists tariffs are inflationary — calling them “a tax on retail” and questioning how adding 20–25% to prices could ever lower costs.
2
Many push back on the claim that tariffs (and AI) are deflationary, demanding an explanation and pointing to obvious price impacts on consumers
Many push back on the claim that tariffs (and AI) are deflationary, demanding an explanation and pointing to obvious price impacts on consumers.
3
Debate over Fed moves is heated
some want cuts, others warn that a 50 bp cut would trigger panic and that Powell is unlikely to act aggressively.
4
Several replies note economic indicators — S&P, gold, bitcoin at ATH, unemployment low, CPI near 3% — and ask why more stimulus is necessary given those data points
Several replies note economic indicators — S&P, gold, bitcoin at ATH, unemployment low, CPI near 3% — and ask why more stimulus is necessary given those data points.
5
A subset worries that rate cuts now could fuel inflation again, arguing policy may be responding to rising unemployment rather than inflation metrics
A subset worries that rate cuts now could fuel inflation again, arguing policy may be responding to rising unemployment rather than inflation metrics.
6
The tone is confrontational and skeptical, with insults, sarcasm, and distrust aimed at the original poster and the policy positions being advocated
The tone is confrontational and skeptical, with insults, sarcasm, and distrust aimed at the original poster and the policy positions being advocated.
K
@KevGCallahan
I want my assets to go up as well but the S&P is at ATH, Gold is ATH, Bitcoin is ATH, unemployment has a 4 handle and CPI is close to 3. Of course the feds are running huge deficits. Why do you think we need more stimulus?
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139
P
@PersonaComps
How are tariffs deflationary by nature? From your newsletter: "And inflation would not increase because of the deflationary nature of tariffs and AI."
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20
Supporting Voices
Community members who agree with this perspective
1
Hard push for a rate cut
many replies urge the Fed to act now, with frequent calls for a 50bps cut (some will accept 25bps) and pleas like “do the right thing” and “let’s win today.”
2
Deflationary forces cited
commenters point to AI-driven productivity and tariffs as clear deflationary tailwinds that justify faster easing and a policy pivot.
3
Market and household impact emphasized
users expect rate relief to spur refinancing, loosen the housing market, and boost assets (Bitcoin and stocks) if cuts are decisive.
4
Credibility concerns and criticism of the Fed
several voices warn that a big cut is both a needed credibility signal and an admission the Fed fell behind, with skeptics doubting Powell’s willingness to move aggressively.
5
Debate on sizing and pricing
some argue 25bps is already priced in and only 50bps would materially shift markets, while others say the exact size matters less if yield-curve control or strong guidance follows.
6
Energetic and optimistic tone mixed with humor
plenty of enthusiastic support (“Preach, Pomp!”, “Let’s Get It On”) plus jokey takes like “robots vs Jerome Powell,” signaling confidence that structural change favors easing.
E
@energydocDC
I agree
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@Soderqu6
Is anybody else hoping rates decrease so they can refinance? I know I am :) Plus anyone locked into a rate under 4% really have no incentive to sell so it feels like lowering interest rates would get the housing market moving and shaking.
3
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@DaniREscudero
50 bps could move upwards the markets and Bitcoin, but if its only 25 bps I believe not much would happen as its most surely already priced in.
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