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Summary:The author claims responsibility for unprecedented cost reduction and asserts that Democrats are knowingly spreading a false counter-narrative about economic costs.
Sentiment:Campaigning
Key Claims:
- The author brought down costs more than any President in recorded history.
- Democrats are using a false narrative regarding costs.
- Democrats are aware their narrative is completely untrue.
- Democratic soundbites are presented as phony.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Summary:The post asserts that Brazil is unjustly persecuting former President Jair Bolsonaro through continuous actions, despite his innocence in fighting for the people and his current lead in polls. It claims these actions are a political attack, similar to what the author has experienced, and calls for Bolsonaro to be left alone, stating that his only trial should be an election by the voters.
Sentiment:Accusatory
Key Claims:
- Brazil is treating former President Jair Bolsonaro terribly.
- Actions against Bolsonaro are continuous and relentless.
- Bolsonaro is innocent of any wrongdoing, having only fought for 'THE PEOPLE'.
- Bolsonaro was a strong leader who loved his country and was a tough trade negotiator.
- Bolsonaro's prior election was very close, and he is currently leading in polls.
- The actions against Bolsonaro are an attack on a political opponent.
- The author (Trump) has experienced similar political attacks 'times 10'.
- The 'Great People of Brazil' will not tolerate what is happening to their former President.
- The author is closely watching the 'WITCH HUNT' against Bolsonaro, his family, and his supporters.
- The only legitimate trial for Bolsonaro is an election by the voters of Brazil.
- Jair Bolsonaro should be left alone.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:0/10
Summary:The post celebrates golf legend Gary Player, highlighting his extensive career achievements and remarkable vitality, accompanying a photo of Donald Trump and Gary Player on a golf course.
Sentiment:Celebratory
Key Claims:
- Donald Trump is pictured with Gary Player on a golf course, with an American flag visible in the background.
- Gary Player is a great golf legend.
- Gary Player has won over 150 golf tournaments and 9 Majors, plus many tournaments and Majors on the Senior Tour.
- Only Tiger and Jack (Woods and Nicklaus) are considered comparable to Gary Player's incredible record.
- Gary Player has a significant birthday approaching.
- Gary Player appears and plays 30 years younger than his age.
- Gary Player is described as a very special man.
- Donald Trump is wearing a 'Make America Great Again' hat in the image.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Summary:A four-mile stretch of Southern Boulevard in Palm Beach County, Florida, has been renamed "President Donald J. Trump Boulevard," an honor for which gratitude is expressed to Palm Beach County, Governor Ron DeSantis, and Florida's State Lawmakers.
Sentiment:Triumphant
Key Claims:
- Florida renamed a four-mile stretch of Southern Boulevard in Palm Beach County to "President Donald J. Trump Boulevard."
- Donald Trump won Florida three times.
- Donald Trump is a proud resident of Florida.
- Donald Trump expresses gratitude to Palm Beach County, Governor Ron DeSantis, and Florida State Lawmakers for this honor.
- Donald Trump loves Florida.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Summary:A list of at least seven countries related to trade will be released tomorrow morning, with an additional number of countries to be disclosed in the afternoon.
Sentiment:Directive
Key Claims:
- A minimum of 7 countries related to trade will be released tomorrow morning.
- Additional countries related to trade will be released tomorrow afternoon.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:8/10
Summary:The administration, led by President Trump, is fully committed to maintaining low gasoline and diesel prices.
Sentiment:Policy-focused
Key Claims:
- The entire administration, led by President Trump, is 'all-in' on keeping gasoline prices down.
- The entire administration, led by President Trump, is 'all-in' on keeping diesel prices down.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:2/10
Summary:A new study by the Council of Economic Advisers, led by Dr. Stephen Miran, indicates that tariffs have had no impact on inflation and import prices are dropping. The post asserts that tariffs are causing an economic 'BOOM' in the U.S. through new factories, jobs, and trillions in investments, and calls for Jerome Powell to immediately cut interest rates.
Sentiment:Triumphant
Key Claims:
- A new CEA study shows tariffs have had zero impact on inflation.
- The study indicates import prices are dropping.
- The 'Fake News' and 'Experts' were incorrect about tariffs and inflation.
- Tariffs are causing the U.S. economy to 'BOOM'.
- Many new factories, jobs, and trillions of dollars in investments are entering the U.S.
- Jerome Powell has been 'whining' about non-existent inflation and refusing to 'do the right thing'.
- Jerome Powell should cut interest rates immediately.
Potential Market Impact (S&P 500):6/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:6/10
Summary:Letters are being sent to various countries announcing that tariffs will commence on August 1, 2025, a date that is definitive and without possibility of extension.
Sentiment:Directive
Key Claims:
- Tariffs will begin to be paid on August 1, 2025.
- Letters communicating this policy are being sent to various countries.
- The August 1, 2025 date for tariff payments is fixed and will not change.
- No extensions for these tariff payments will be granted.
Potential Market Impact (S&P 500):6/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:7/10
Summary:The White House informs Bosnia and Herzegovina that due to a persistent trade deficit, the United States will impose a 30% tariff on all Bosnian products entering the U.S. starting August 1, 2025. The letter states that if Bosnia and Herzegovina raises its tariffs, that increase will be added to the U.S.'s 30% charge, and that the trade deficit is a threat to U.S. economy and national security. It offers an exemption from the tariff if Bosnian companies manufacture products within the United States.
Sentiment:Ultimatum
Key Claims:
- The United States has a significant, long-term, and persistent Trade Deficit with Bosnia and Herzegovina.
- The United States seeks a more balanced and fair trading relationship.
- Starting August 1, 2025, the U.S. will charge Bosnia and Herzegovina a Tariff of 30% on all products sent into the United States.
- Goods transshipped to evade higher tariffs will be subject to higher tariffs.
- The 30% tariff is less than what is needed to eliminate the Trade Deficit disparity.
- There will be no Tariff if Bosnia and Herzegovina, or companies within Bosnia and Herzegovina, decide to build or manufacture products within the United States.
- If Bosnia and Herzegovina decides to raise its Tariffs, that amount will be added onto the 30% tariff charged by the U.S.
- The unsustainable Trade Deficits against the United States are a major threat to the U.S. Economy and National Security.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:3/10
Summary:A letter from The White House to the King of Thailand announces the United States' intention to impose a 36% tariff on all Thai products starting August 1, 2025, due to persistent and unreciprocal trade deficits. The letter states that goods transshipped to evade this tariff will face higher tariffs, and indicates that no tariffs will apply if manufacturing occurs within the United States. It also warns that any retaliatory tariffs from Thailand will be added to the US tariff, characterizing the existing trade deficit as a threat to the US economy and national security.
Sentiment:Directive
Key Claims:
- The United States has a significant and persistent trade deficit with Thailand.
- The trade relationship between the US and Thailand has been unreciprocal due to Thailand's tariffs, non-tariff policies, and trade barriers.
- Starting August 1, 2025, the United States will charge Thailand a 36% tariff on all Thai products.
- Goods transshipped to evade the 36% tariff will be subject to a higher tariff.
- There will be no tariff if Thailand, or companies within Thailand, decide to build or manufacture product within the United States.
- If Thailand raises its tariffs, that amount will be added to the 36% US tariff.
- The unsustainable trade deficits with Thailand are a major threat to the US Economy and National Security.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:6/10
Potential Global Cross-Asset Impact:7/10