Ep18: Stagflation Whisper & Tariff Ripples: Rein in Momentum — August 5th, 2025

In this Tuesday edition of The Gentle Ledger, we reflect on August 5th, 2025 — a day marked by stagflation concerns and renewed tariff threats. The Dow slipped 0.1% to 44,111, the S&P 500 fell 0.5% to 6,299, and the Nasdaq declined 0.7% to 20,916 as U.S. services sector growth slowed sharply while price pressures surged. We unpack how Palantir, Axon, and Leidos delivered standout earnings amid weakness in cyclicals and exporters, explore the latest U.S. tariff proposals targeting chips, pharma, and India, and trace the response across global markets, commodities, and crypto.