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 raise costs are now boosting profits and supporting margins. Tariffs aren’t breaking these companies—they’re reshaping them.With average car prices crossing $50,000 for the first time ever, consumers are footing the bill while corporate America plays government policy like a fiddle. This isn’t a soft landing—it’s industrial policy in disguise, and markets love it.📊 In today’s Truthbomb:CPI cools to 3.0% — but don’t pop the champagne yetTariffs become the Fed’s inflation wildcardDetroit turns protection into profitWhy the $50,000 car is the new inflation signal👀 Watch now to understand the real story behind “cooling inflation”—because what’s cooling isn’t prices… it’s competition.🔔 Subscribe for more Truthbombs every weekSubstack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#investing #trump #stockmarket #foryou #economy #money #finance #markets #stockexchange #financialnews #newsSupport the show