*~* Trump Stock Market / Economy Crash Watch *~*

[velik_m]

Blake Cramer with more of the goods

Walmart is making Chinese suppliers eat it.

Walmart continues to lead on tariffs, further pressuring suppliers

Bloomberg, citing sources with knowledge of the situation, said Walmart (WMT) is asking suppliers to reduce prices by up to 10% for every new round of tariffs, effectively shifting the financial burden onto manufacturers. Last month, Chinese officials met with Walmart executives to discuss the request, calling it irresponsible and unfair. Despite this, Walmart appears unfazed and has doubled down on its demands.

https://finance.yahoo.com/news/walma...142200780.html

Why didn't they do this before the tariffs? Were they stupid?

[ChumpDumper]

Blake Cramer with more of the goods

Walmart is making Chinese suppliers eat it.

Walmart continues to lead on tariffs, further pressuring suppliers

Bloomberg, citing sources with knowledge of the situation, said Walmart (WMT) is asking suppliers to reduce prices by up to 10% for every new round of tariffs, effectively shifting the financial burden onto manufacturers. Last month, Chinese officials met with Walmart executives to discuss the request, calling it irresponsible and unfair. Despite this, Walmart appears unfazed and has doubled down on its demands.

https://finance.yahoo.com/news/walma...142200780.html

Walmart eliminated a lot of its free shipping. I don't think the suppliers are paying for that.

[velik_m]

US bankruptcies are surging past 2020 pandemic levels

...
Data from S&P 500 Global shows that this summer, US corporate bankruptcy filings surged to their highest level since 2020, with 71 public and private companies filing for bankruptcy last month. That's an increase from June, when 63 companies filed for bankruptcy.

Despite a strong stock market and 3% economic growth in the second quarter, some once-prominent names reported hard times in July, citing difficult economic conditions.

"Companies are contending with elevated interest rates as uncertainty from US tariff policy pressures costs and supply chain resilience," S&P 500 Global said.
...

https://www.businessinsider.com/corp...t-rates-2025-8

[Blake]

Blake Cramer with more of the goods

Walmart is making Chinese suppliers eat it.

Walmart continues to lead on tariffs, further pressuring suppliers

Bloomberg, citing sources with knowledge of the situation, said Walmart (WMT) is asking suppliers to reduce prices by up to 10% for every new round of tariffs, effectively shifting the financial burden onto manufacturers. Last month, Chinese officials met with Walmart executives to discuss the request, calling it irresponsible and unfair. Despite this, Walmart appears unfazed and has doubled down on its demands.

https://finance.yahoo.com/news/walma...142200780.html

TSA still just can't wrap his head around simple business economics. The article you posted is from April 2.


May 15th:

"In an interview with CNBC, Chief Financial Officer John David Rainey said tariffs are “still too high” – even with the recently announced agreement to lower duties on imports from China to 30% for 90 days.

“We’re wired for everyday low prices, but the magnitude of these increases is more than any retailer can absorb,” he said. “It’s more than any supplier can absorb. And so I’m concerned that consumer is going to start seeing higher prices....."

https://www.cnbc.com/2025/05/15/walm...-earnings.html

[DarrinS]

I hope the economy keeps crashing this hard. My 401k is earning more than me.

[DarrinS]

It pays more to work for a living than post all day on ST. Poor dudes

[SnakeBoy]

If the tariffs stay in place, the companies will pass them on to the consumer. Why is this so hard for you s to grasp?

Do you really believe Walmart will eat it because "WALMART MAKES BILLIONS AND TRUMP IS WATCHING YOU THANK FOR YOUR ATTENTION TO THIS MATTER HUR DUR"

That's still not an answer to my question of why are they waiting to raise prices

Why is Walmart eating the tariffs now?

Altruism?
They don't know how to raise/lower prices to adjust to TACO?

or some other reason?

Explain it to us s who bought the dip and doubled our money

[ChumpDumper]

That's still not an answer to my question of why are they waiting to raise prices

Why is Walmart eating the tariffs now?

Altruism?
They don't know how to raise/lower prices to adjust to TACO?

or some other reason?

Explain it to us s who bought the dip and doubled our money

You bought a Walmart dip?

Link.

[Blake]

That's still not an answer to my question of why are they waiting to raise prices

Why is Walmart eating the tariffs now?

Altruism?
They don't know how to raise/lower prices to adjust to TACO?

or some other reason?

Explain it to us s who bought the dip and doubled our money

Who says Walmart has been eating the tariffs at all?

[velik_m]

I hope the economy keeps crashing this hard. My 401k is earning more than me.

The stock market will continue to rise. Especially S&P 500. Big companies are best poised to weather economic storms (+ they can more easily bribe the president), and as smaller companies go under, they can even expand their market. The inflation will not have much effect (Argentina's stock market was doing great during their 200% inflation period), plus there is not much else to invest into (if the US economy collapses much of everything else collapses), except maybe real estate, which is already overpriced.

The AI bubble will eventually pop, but there is always government bailout route, if things get bad. If you can afford it, investing in stock market should be pretty safe for another year or two at least, just avoid daily trading lottery.

US economy is big and it was world's strongest under Biden. It would take an enormous effort and time to crash and bankrupt it.

[SnakeBoy]

Who says Walmart has been eating the tariffs at all?

This guy says companies are eating the tariffs

s keep thinking that companies will keep eating these tariffs and not pass them down eventually.

BUt tiNgS R geRd today. InteRnetS viCtorY!

I'm trying to get his thoughts on why he believes they are eating the tariffs instead of just raising prices now, but he keeps dancing around the question like a little got

[ChumpDumper]

No one is eating the tariffs on equipment I buy fairly regularly. One item is about 63% more now compared to what it costs in Germany. Even with the shipping, I can save 30% buying retail from Europe.

What are the tariffs for again?

[ChumpDumper]

I'm using Walmart's price for comparison.

[Blake]

This guy says companies are eating the tariffs



I'm trying to get his thoughts on why he believes they are eating the tariffs instead of just raising prices now, but he keeps dancing around the question like a little got

I didn't say Walmart was eating the tariffs. I said 'companies'.

Yes, plenty of companies have been eating the tariffs in case Trump backs down. The Google is your friend to finding any number of reasons why "some" companies have eaten the tariffs....... "so far".

I'm feeling generous, I'll find an article and spoonfeed it to you.

[Blake]

In the meantime, I'll share what I was just reading myself:

"WASHINGTON (AP) — U.S. wholesale inflation surged unexpectedly last month, signaling that President Donald Trump’s sweeping taxes on imports are pushing costs up and that higher prices for consumers may be on the way.

The Labor Department reported Thursday that its producer price index — which measures inflation before it hits consumers— rose 0.9% last month from June, biggest jump in more than three years. Compared with a year earlier, wholesale prices rose 3.3%.

The numbers were much higher than economists had expected.

Prices rose faster for producers than consumers last month, suggesting that U.S. importers may, for now, be eating the cost of Trump’s tariffs rather than passing them on to customers.

That may not last......"

https://apnews.com/article/producer-...9fdcf2c9ad8d03

[ChumpDumper]

Also the domestic price of the item to which I refer has gone up 20% in the last week.

[Blake]

This guy says companies are eating the tariffs



I'm trying to get his thoughts on why he believes they are eating the tariffs instead of just raising prices now, but he keeps dancing around the question like a little got

Here are two thoughts for you that I think make sense:

"...If manufacturers are paying higher prices why isn’t this showing up in the CPI data? There are two hypotheses:

To date, companies have been working through lower cost, pre-tariff inventories. In 2H 2025 they will be converting more expensive inputs and will need to raise prices to maintain margins.

Many companies have absorbed higher costs to avoid losing share on the bet that the tariffs will be reversed soon. However, the recent trade deals with Japan and the EU are a strong signal that US manufacturers will need to live with double digit tariffs for the foreseeable future. They will raise prices in 2H 2025 to offset their higher costs........."

https://beckway.com/beckway-insights...eversed%20soon.

You okay now? Does that make sense to you? Did you get the TACO reference mixed in there?

[Blake]

Also the domestic price of the item to which I refer has gone up 20% in the last week.

Remember when tsa said this isn't going to be "inflation"? It's gonna be just a one time cost increase something something something [/textwall]

[ChumpDumper]

Remember when tsa said this isn't going to be "inflation"? It's gonna be just a one time cost increase something something something [/textwall]

It's pretty interesting. This particular item's price has gone from 5% over Europe to 25% to 32% to 63%.

snacks has never answered the question "What are these tariffs for?" and he never will.

[Winehole23]

I hope the economy keeps crashing this hard. My 401k is earning more than me.

navel-gazing has always been your philosophy here

[Blake]

navel-gazing has always been your philosophy here

His stocks will never go high enough to cover his new inflation level bar tabs

[DarrinS]

His stocks will never go high enough to cover his new inflation level bar tabs

I'm frugal. Don't drink at bars. My 401k has earned over 250k so far in 2025. Tee hee

[Blake]

I'm frugal. Don't drink at bars. My 401k has earned over 250k so far in 2025. Tee hee

Where was this bragging in 2024?

[DarrinS]

Where was this bragging in 2024?

Biden's economy sucked

[ChumpDumper]

Biden's economy sucked

How much did you lose?