Podcasts about tariffs

Tax on the import and export of goods

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Latest podcast episodes about tariffs

Business of Home Podcast
The Thursday Show: A New Year's tariff reversal. Plus: Bankruptcy for Food52 and Schoolhouse

Business of Home Podcast

Play Episode Listen Later Jan 8, 2026 33:23


Host Dennis Scully and BOH executive editor Fred Nicolaus discuss the biggest news in the design world, including a pullback on furniture tariffs, bankruptcy for Food52 and Schoolhouse, and a creative new use for AI in real estate.This episode is sponsored by LoloiLINKSBusiness of Home

The NPR Politics Podcast
Supreme Court poised to rule on tariffs, birthright citizenship and more

The NPR Politics Podcast

Play Episode Listen Later Jan 7, 2026 20:20


The Supreme Court is expected to rule this year on major issues ranging from President Trump's tariff policies to birthright citizenship and the Voting Rights Act. We discuss some of the cases and how they could change the political landscape.This episode: senior White House correspondent Tamara Keith, justice correspondent Carrie Johnson, and senior national political correspondent Mara Liasson.This podcast was produced by Casey Morell and Bria Suggs, and edited by Rachel Baye.Our executive producer is Muthoni Muturi.Listen to every episode of the NPR Politics Podcast sponsor-free, unlock access to bonus episodes with more from the NPR Politics team, and support public media when you sign up for The NPR Politics Podcast+ at plus.npr.org/politics.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Fueling Deals
Episode 385: 2026 Deal Outlook and Market Trends with Brian Meegan

Fueling Deals

Play Episode Listen Later Jan 7, 2026 33:17


From a lumpy 2025 market to building pent-up demand, M&A attorneys Corey Kupfer and Brian Meegan share their frontline perspective on deal trends and what business owners need to know heading into 2026. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with his partner Brian Meegan of Kupfer. to kick off the new year with a candid conversation about the deal market. Together, they've handled dozens of deals totaling hundreds of millions of dollars in purchase price and enterprise value across wealth management, tech, and trade industries nationwide. WHAT YOU'LL LEARN: In this episode, you'll discover why the 2025 M&A market has been "lumpy" with strong activity in certain sectors while others slowed, and how markets normalize uncertainty when clarity takes too long. Corey and Brian discuss tax legislation certainty versus tariff uncertainty pending Supreme Court review, why pent-up demand builds pressure that eventually releases, and how massive PE dry powder creates deployment urgency. You'll learn why equitizing Generation 2 leadership years before an exit improves options and valuation, how trade industries remain attractive due to AI resistance, and what regional differences mean for deal opportunities. DEAL MARKET REALITY: The end of 2024 was intense, and momentum carried into 2025. Yet conversations with colleagues revealed uneven activity nationwide. Wealth management stayed robust while other sectors slowed. Weaker earnings combined with elevated prices created buyer-seller disconnects. CERTAINTY AND UNCERTAINTY: Markets crave predictability. Recent tax legislation provided clarity around R&D credits and SALT deductions. Tariff policy remains uncertain with potential Supreme Court review, creating productivity costs as companies refigure supply chains. PENT-UP DEMAND: When natural deal flow gets suppressed, it builds pressure rather than disappearing. PE firms sit on enormous capital with fund timeline pressures. Money isn't the constraint. Finding opportunities and having clarity to proceed are the real bottlenecks. THE GEN 2 IMPERATIVE: Equitizing key executives years before a potential exit creates tax-efficient structures, makes companies more attractive to buyers, and gives acquirers confidence. Waiting until deal time limits options and hurts valuation. REGIONAL DIFFERENCES: Brian's Denver practice serves different markets than Corey's coastal work. Colorado features strong tech sectors and alternative energy with California migration. Heavy manufacturing concentrates in Arizona and Nevada. TRADE CONSOLIDATION: Professionalization of trades including plumbing, electrical, and HVAC continues after more than a decade. These industries resist AI disruption, making them attractive for stable revenue and consistent fundamentals. Perfect for business owners considering exits, entrepreneurs evaluating opportunities, and anyone wanting frontline perspective on current M&A conditions. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/brianmeegan2026 FOR MORE ON BRIAN MEEGAN: https://www.kupferlaw.com/ https://www.linkedin.com/in/brian-meegan/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: Kicking off 2026 with partner Brian Meegan [02:00] - Why the M&A market has been "lumpy" across sectors [04:00] - Tax policy certainty after major legislation passed [08:00] - 2026 outlook and pent-up demand building pressure [13:00] - Appreciation for DealQuest listeners and clients [16:00] - The importance of equitizing Generation 2 leadership [18:00] - Tax efficiency and planning equity participation early [22:00] - Heavy manufacturing trends in Arizona and Nevada[28:00] - Optimism for 2026 and where opportunities exist Guest Bio:Brian Meegan is a partner at Kupfer., bringing extensive transactional experience from his Denver-based practice. Brian specializes in M&A transactions and complex deal structures across tech, natural resources, and professional services. His Colorado practice provides unique perspective on regional market dynamics outside traditional coastal centers. Host Bio:Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description: Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Related Episodes: Episode 331 - M&A Market Outlook for 2025 with Corey Kupfer: Predictions and survey data about M&A activity expectations. Episode 339 - Why Your Gen 2 Matters in M&A with Corey Kupfer: Succession planning and how next-generation leadership affects deal value. Episode 350 - Building Wealth Through Rental Properties with Tom Dillon: The "sweaty startups" concept and trade industry consolidation. Episode 335 - Sovereign Wealth Funds and the Future of Investment Advisory Deals with Corey Kupfer: New capital sources entering wealth management M&A. Episode 330 - From Operator to Owner with Pete Mohr: Business freedom and reducing owner involvement while maintaining value. Episode 206 - Should Uncertainties in the Market Impact Your Deal-Making? with Corey Kupfer: How external factors should influence deal decisions. Social Media: Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow Brian Meegan: https://www.kupferlaw.com/ Keywords/Tags: M&A market outlook 2026, deal trends, private equity dry powder, pent-up demand, tariff uncertainty, trade consolidation, equitizing employees, succession planning, wealth management M&A, Gen 2 leadership, tax policy certainty, interest rates, regional deal markets, Colorado tech sector, entrepreneurship, business growth strategies, dealmaking, exit planning, capital deployment, fund timelines

The Power Of Zero Show
Trump: No Income Tax in 2026!

The Power Of Zero Show

Play Episode Listen Later Jan 7, 2026 8:48


This episode revolves around President Donald Trump's claim that, due to the massive tsunami of tariff revenue that's flowing into the U.S. coffers, Americans won't have to pay income tax in 2026. David McKnight looks at the 2025 fiscal year: the Federal Government spent about $7 trillion and brought in about $5 and a quarter trillion in revenue. While breaking down the math related to the 2025 fiscal year, David points out that "Revenue from income taxes is the single largest source of Federal revenue", while "Tariffs, by contrast, are one of the smallest." Even Trump's own economic team, including Treasury Secretary Scott Bessent, has said that in an extremely optimistic scenario, tariff revenue might someday reach $500 billion a year – which is only about ⅕ of what gets collected in income taxes. By looking at the numbers, it's clear that the proposed tariff-funded $2,000 check for each of the 340 million Americans wouldn't work: it would cost roughly $680 billion against a tariff revenue that only amounts to $195 billion… David clarifies a key point about tariffs. They're not paid by foreign governments, they're paid by U.S. importers. In other words, tariffs are simply a tax on consumers. There's an additional problem that shouldn't be overlooked. Not only do tariffs not generate enough revenue, but they can also lead to retaliation by other countries imposing their own tariffs on American exports. This means that an American effort to try to raise trillions of dollars through tariffs could end up costing heavily on its own people.  David is crystal clear: While these types of claims make for great sound bites, the federal budget still has to obey the mathematical laws of the universe, and the math makes it clear: There's no world in which tariffs could ever eliminate the need for an income tax. By the look of things, the U.S. is marching into a future where the federal government will soon need huge infusions of cash just to pay the interest on its exploding national debt. To forestall this, the U.S. government will have to double federal income taxes in or around 2035.  That's why, David says, having a dialed-in strategy to get your retirement savings shifted from 401(k)s and IRAs to Roths is more important than ever.     Mentioned in this episode: David's new book, available now for pre-order: The Secret Order of Millionaires David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com President Donald Trump Treasury Secretary Scott Bessent  Wharton School of the University of Pennsylvania 

Open Book with Anthony Scaramucci
Venezuela Coup, Trump's Tariff Retreat, $40T Debt Bubble, Imperial Presidency, & Cuba Embargo

Open Book with Anthony Scaramucci

Play Episode Listen Later Jan 7, 2026 29:35


Welcome back to another conversation with me, Anthony Scaramucci and my good friend Mike Novogratz. We cut through the noise to talk about what's really driving markets right now—from Venezuela and geopolitics to why stocks, crypto, and commodities all look like they want to move higher at the same time. We also dig into debt, power, AI, and the uncomfortable truth that asset prices are booming while a lot of people still feel left behind. Michael Novogratz is the Founder and CEO of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC. Mr. Novogratz served on the New York Federal Reserve's Investment Advisory Committee on Financial Markets from 2012 to 2015. He serves as the Chairman of The Bail Project and has made criminal justice reform a focus of his family's foundation. Follow Anthony on X: ⁠⁠⁠⁠https://x.com/Scaramucci⁠⁠⁠⁠ Follow Novo on X: ⁠⁠⁠⁠https://x.com/novogratz⁠⁠⁠⁠ Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Facts vs Feelings with Ryan Detrick & Sonu Varghese

After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026.They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of the rally. The conversation then turns forward, covering their 2026 outlook for stocks and bonds, the role of AI-driven capital spending, global market leadership, and why sentiment continues to lag reality even as breadth improves. Along the way, they discuss inflation stickiness, labor market crosscurrents, policy tailwinds, and where diversification still matters most as the cycle matures.Key Takeaways: • Earnings did the heavy lifting: Profit growth and margin resilience, not valuation expansion, powered market gains • Volatility followed the script: Early-year drawdowns fit historical patterns despite widespread surprise • Global leadership expanded: International markets and cyclicals outpaced expectations as breadth improved • AI spending surged: Capital expenditures accelerated across major tech platforms, reinforcing long-term growth trends • 2026 outlook remains constructive: Above-average equity returns and modest bond gains hinge on steady growth without recessionJump to:0:00 — Setting The Stage For 20251:48 — Tariffs, Liberation Day, And Market Bottom4:30 — Sentiment, Concentration Myths, And Breadth9:45 — Speculation Falls, AI Leaders Repriced14:45 — Small Caps, Transports, And Rate Cuts22:30 — IPO Drought, Private Markets, And Valuations27:20 — Media Moments, Gold, And Diversifiers32:20 — Fed Cuts, Dots, And Labor Revisions40:10 — 2026 Playbook: Mid Caps, Financials, Healthcare46:30 — Global Vs. U.S., EM Tilt, And PolicyConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Egberto Off The Record
From Farm Ruin to Regime Change: Trump's Tariffs, Venezuela, and Mamdani's Democratic Rebuttal

Egberto Off The Record

Play Episode Listen Later Jan 7, 2026 58:00


Thank you NeuroDivergent Hodgepodge, ITS Never Happening…, Marg KJ, John A, Alexandra Drone, and many others for tuning into my live video! Join me for my next live video in the app.* Farmer Gives Trump an F-: How Tariffs and Trade Wars Destroyed American Agriculture: A veteran soybean farmer explains why Trump earns an F- for tariffs, bailouts, and policies that crushed farmers and fueled corporate lan… To hear more, visit egberto.substack.com

Deep State Radio
The Daily Blast: Trump Explodes at Media over Tariff Fiasco as Poll Delivers Harsh News

Deep State Radio

Play Episode Listen Later Jan 6, 2026 24:48


President Trump just unleashed a wild rant on Truth Social, accusing media figures of deliberately ignoring good news about his worsening tariff disaster because they “hate and disrespect our country.” He added that the tariffs have made us “FAR STRONGER AND MORE RESPECTED THAN EVER BEFORE.” What caught our eye is how this shows Trump running everything, no matter how trivial, through a “strong” versus “weak” frame. He's vowing to seize Venezuela's oil after his invasion; he's threatening many other countries with military action; and he's even menacing Greenland, a NATO ally. Yet a new poll finds surprisingly low support for his action against Venezuela on multiple fronts. We talked to international relations expert Nicholas Grossman, who argues that Trump has it all backwards: All these blustering fits and threats are a sign of Trump's personal and political weakness and also are weakening our country's international standing. We discuss whether that bad poll suggests an opening for Democrats to seize the strong/weak frame from him.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Beau of The Fifth Column
Let's talk about Trump's tariff turnarounds in 2025....

Beau of The Fifth Column

Play Episode Listen Later Jan 6, 2026 4:23


Let's talk about Trump's tariff turnarounds in 2025....

The Higher Standard
Everyone Thinks 2026 Stocks Only Go Up — That's the Problem

The Higher Standard

Play Episode Listen Later Jan 6, 2026 77:11 Transcription Available


Wall Street has apparently reached a group chat consensus: 2026 only goes up. Every major strategist, from big banks to boutique shops, is lined up predicting another year of gains... because after a 90% rally off the 2022 lows, skepticism has officially been benched. Even lifelong bulls are starting to feel uneasy about the total absence of dissent, which historically isn't exactly when you want everyone pounding the table at once. When pessimism disappears, risk doesn't... it just gets 'mispriced.'➡️ Meanwhile, the macro backdrop looks oddly “perfect” on paper and deeply questionable underneath. GDP prints strong, inflation magically cools, housing costs flatline… except a government shutdown quietly forced the data to assume reality took a month off. Add in tariff distortions, election-year volatility, AI bubble anxiety, and a looming funding deadline in Washington, and suddenly the bullish narrative starts to wobble.

Down in Alabama with Ike Morgan
Auto news and the tariffs of '25

Down in Alabama with Ike Morgan

Play Episode Listen Later Jan 6, 2026 6:13


Hyundai production, UAB Health growth, state political personnel. Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightCasts
Morning Minute | QXO gets $1.2B, Stord buys Shipwire, Trump delays tariffs

FreightCasts

Play Episode Listen Later Jan 6, 2026 2:21


On Tuesday's FreightWaves Morning Minute, we cover the news that⁠ Jacobs' QXO gets big investment from group led by Apollo⁠, securing $1.2 billion to consolidate the building product supply chain. This fresh capital empowers the logistics venture to manage a growing asset base within a fragmented ecosystem. Next, we discuss how⁠ Stord buys e-commerce specialist Shipwire from Ceva Logistics⁠ as part of a strategy to rapidly scale its operations. The acquisition provides Stord with 12 new fulfillment centers and access to a global network of 1,000 warehouses. We also report that⁠ Trump delays furniture, cabinet tariffs; scales back duties on pasta⁠, pushing planned hikes on furniture imports back to at least 2027,. The administration simultaneously reduced proposed duties on Italian pasta while keeping the existing 25% duty on furniture in place. Finally, be sure to tune in to FreightWaves TV today for new episodes of ⁠Check Call⁠ and ⁠Loaded and Rolling⁠. These programs will air at 12:30 p.m. and 2:00 p.m., respectively. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Two Minutes in Trade
Two Minutes in Trade - Increase in SEC 232 Furniture Tariffs Delayed

Two Minutes in Trade

Play Episode Listen Later Jan 6, 2026 4:06


On the last day of 2025, the administration issued a proclamation delaying for another year the increase in tariffs on certain upholstered products, kitchen cabinets, and vanities. For more information, listen to today's Two Minutes in Trade.  

CNBC's
More Tariff Roll Backs 1/6/26

CNBC's "On the Money"

Play Episode Listen Later Jan 6, 2026 1:19


Your 60-second money minute. Today's topic: More Tariff Roll Backs Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

THE DAILY BLAST with Greg Sargent
Trump Explodes at Media over Tariff Fiasco as Poll Delivers Harsh News

THE DAILY BLAST with Greg Sargent

Play Episode Listen Later Jan 6, 2026 24:48


President Trump just unleashed a wild rant on Truth Social, accusing media figures of deliberately ignoring good news about his worsening tariff disaster because they “hate and disrespect our country.” He added that the tariffs have made us “FAR STRONGER AND MORE RESPECTED THAN EVER BEFORE.” What caught our eye is how this shows Trump running everything, no matter how trivial, through a “strong” versus “weak” frame. He's vowing to seize Venezuela's oil after his invasion; he's threatening many other countries with military action; and he's even menacing Greenland, a NATO ally. Yet a new poll finds surprisingly low support for his action against Venezuela on multiple fronts. We talked to international relations expert Nicholas Grossman, who argues that Trump has it all backwards: All these blustering fits and threats are a sign of Trump's personal and political weakness and also are weakening our country's international standing. We discuss whether that bad poll suggests an opening for Democrats to seize the strong/weak frame from him.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Deep State Radio
The Daily Blast: Trump Explodes at Media over Tariff Fiasco as Poll Delivers Harsh News

Deep State Radio

Play Episode Listen Later Jan 6, 2026 24:48


President Trump just unleashed a wild rant on Truth Social, accusing media figures of deliberately ignoring good news about his worsening tariff disaster because they “hate and disrespect our country.” He added that the tariffs have made us “FAR STRONGER AND MORE RESPECTED THAN EVER BEFORE.” What caught our eye is how this shows Trump running everything, no matter how trivial, through a “strong” versus “weak” frame. He's vowing to seize Venezuela's oil after his invasion; he's threatening many other countries with military action; and he's even menacing Greenland, a NATO ally. Yet a new poll finds surprisingly low support for his action against Venezuela on multiple fronts. We talked to international relations expert Nicholas Grossman, who argues that Trump has it all backwards: All these blustering fits and threats are a sign of Trump's personal and political weakness and also are weakening our country's international standing. We discuss whether that bad poll suggests an opening for Democrats to seize the strong/weak frame from him.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Politics Done Right
Farmer Gives Trump an F-: How Tariffs and Trade Wars Destroyed American Agriculture

Politics Done Right

Play Episode Listen Later Jan 6, 2026 8:50


A veteran soybean farmer explains why Trump earns an F- for tariffs, bailouts, and policies that crushed farmers and fueled corporate land grabs.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Politics Done Right
From Farm Ruin to Regime Change: Trump's Tariffs, Venezuela, and Mamdani's Democratic Rebuttal

Politics Done Right

Play Episode Listen Later Jan 6, 2026 58:00


Trump's tariffs devastated U.S. farmers while corporate bailouts fueled land grabs. The same elite logic drove the invasion of Venezuela—now challenged by Zohran Mamdani's democratic message.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Henry Lake
How tariffs played a factor in attendance at the World Juniors!

Henry Lake

Play Episode Listen Later Jan 6, 2026 10:56


Thousands prepared for the big stretch of hockey in the Twin Cities for the IIHF World Juniors Championships - but the attendance numbers are mostly in and it is not what many expected but it also has to do with tariffs internationally - we discuss!

Henry Lake
Hockey vs. Tariffs, results in sports and new year, new wants!

Henry Lake

Play Episode Listen Later Jan 6, 2026 39:23


Final hour of the Lake Show as we recap the run of the World Juniors here in Saint Paul where we did not see the results we probably expected but how much of it was due to tariffs? Also we replay some audio from First Take on why when it comes to results not correlating to a sports performance! Finally, the wants of the year are exactly that - the wants and we want people to be better!

Business of Home Podcast
Studio Four's Stacy Waggoner on what tariffs have revealed about high-end fabric

Business of Home Podcast

Play Episode Listen Later Jan 5, 2026 54:50


A veteran of Jack Lenor Larsen's legendary studio, Stacy Waggoner has spent her entire career in textiles. Founded in 2009, Studio Four is the culmination of her passion for fabric: An independent home for lines from around the world, loved by designers for its unique viewpoint. On this episode of the podcast, Waggoner speaks with host Dennis Scully about the rise of digitally printed textiles, what makes a line successful in her showroom, and the surprising truth tariffs have revealed about the fabric business. This episode is sponsored by Ernesta LINKSStudio FourDennis ScullyBusiness of Home

Business Daily
2026: What next for the global economy?

Business Daily

Play Episode Listen Later Jan 5, 2026 17:27


Tariffs and trade wars dominated 2025, but what does the year ahead have in store? And what about the prospect for rising prices we've seen around the world? The BBC's Deputy Economics Editor, Dharshini David, and North America Business Correspondent, Michelle Fleury, pick through what we learned last year and explore the trends likely to shape the global economy in 2026. If you would like to get in touch with the programme, please email: businessdaily@bbc.co.ukPresenter: Will Bain Producer: Matt Lines(Picture: Italian Prime Minister Giorgia Meloni, French President Emmanuel Macron, Canadian Prime Minister Mark Carney, US President Donald Trump, UK Prime Minister Keir Starmer and Germany's Chancellor Friedrich Merz at the G7 summit in Kananaskis on June 16, 2025. Credit: AFP via Getty Images)

Krewe of Japan
Bridging Communities Through MLB Players Trust ft. Amy Hever & Chris Capuano

Krewe of Japan

Play Episode Listen Later Jan 5, 2026 50:30


The Krewe sits down with Amy Hever, Executive Director of the MLB Players Trust, and Chris Capuano, former MLB pitcher & Chair of the Players Trust Board, to explore how MLB players give back through community-driven initiatives. Discover the mission of the MLB Players Trust, player-led philanthropy, & how baseball continues to bridge cultures between Japan & the United States through youth programs, education initiatives, & meaningful cross-cultural engagement beyond the field.------ About the Krewe ------The Krewe of Japan Podcast is a weekly episodic podcast sponsored by the Japan Society of New Orleans. Check them out every Friday afternoon around noon CST on Apple, Google, Spotify, Amazon, Stitcher, or wherever you get your podcasts.  Want to share your experiences with the Krewe? Or perhaps you have ideas for episodes, feedback, comments, or questions? Let the Krewe know by e-mail at kreweofjapanpodcast@gmail.com or on social media (Twitter: @kreweofjapan, Instagram: @kreweofjapanpodcast, Facebook: Krewe of Japan Podcast Page, TikTok: @kreweofjapanpodcast, LinkedIn: Krewe of Japan LinkedIn Page, Blue Sky Social: @kreweofjapan.bsky.social, Threads: @kreweofjapanpodcast & the Krewe of Japan Youtube Channel). Until next time, enjoy!------ Support the Krewe! Offer Links for Affiliates ------Use the referral links below & our promo code from the episode!Support your favorite NFL Team AND podcast! Shop NFLShop to gear up for football season!Zencastr Offer Link - Use my special link to save 30% off your 1st month of any Zencastr paid plan! ------ About MLB Players Trust ------MLB Players Trust WebsitePlaymakers Classic Info & TicketsMLB Players Trust on IGMLB Players Trust on X/TwitterMLB Players Trust on LinkedInMLB Players Trust on Facebook------ Past KOJ Traditional Japan Episodes ------Japanese Soccer on the World Stage ft. Dan Orlowitz (S6E5)Meet the J.League ft. Dan Orlowitz (S6E4)Kendo: The Way of the Sword ft. Alexander Bennett, 7th Dan in Kendo (S4E16)The Life of a Sumotori ft. 3-Time Grand Champion Konishiki Yasokichi (S4E10)Talking Sumo ft. Andrew Freud (S1E8)------ JSNO Upcoming Events ------JSNO Event CalendarJoin JSNO Today!

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CEO Perspectives
Tariff Troubles? Consider FTZs and Bonded Warehouses

CEO Perspectives

Play Episode Listen Later Jan 5, 2026 27:28


Learn how businesses can store and even process goods without incurring immediate tariff obligations.     The effective US tariff rate soared to 17% in 2025. What options are available to businesses that need to import goods but want to mitigate tariff burdens?     Join Alex Heil and guest Erin McLaughlin, senior economist at The Conference Board in the Economy, Strategy & Finance (ESF) Center, to find out what foreign trade zones and bonded warehouses are, how they differ from each other, and how businesses can use them wisely in this uncertain tariff environment.     For more from The Conference Board:  Supply Chain Strategies for Tariffs: Foreign Trade Zones, Bonded Warehouses  Tariff Tracker  For Manufacturers, This Old Solution May Ease Today's Tariff Troubles 

America in Focus
Tariffs to transgender athletes: SCOTUS cases to watch in 2026

America in Focus

Play Episode Listen Later Jan 4, 2026 7:52


(The Center Square) – The U.S. Supreme Court will head into 2026 with numerous high profile decisions to issue. Transgender athletes, birthright citizenship, presidential firing power, tariffs and redistricting are several issues that hang in the balance of the high court's decision making. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erin Burnett OutFront
Trump Pauses Tariffs, Pulls Troops, Braces For More Epstein Docs

Erin Burnett OutFront

Play Episode Listen Later Jan 3, 2026 47:05


President Trump is facing mounting headwinds on some of his biggest priorities as he begins the second year of his presidency. Plus, backlash is growing against the Trump Kennedy Center as the Wicked composer who helped launch the center says he won't even appear there.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Front Row Material with Jerry Lynn & Mikey Whipwreck
FRM Presents: Pay Your Tariff Canada!

Front Row Material with Jerry Lynn & Mikey Whipwreck

Play Episode Listen Later Jan 3, 2026 85:18


On this episdoe we talk trash to one another, The Buttster has technical Isues, Josh "Cowboy" Woodward joins us again, and its a complete GONG Show! Enjoy!

This Week in XR Podcast
Special From CES 2026: AI Strategy, Tariffs, and the Future of Consumer Tech - Gary Shapiro, CEO

This Week in XR Podcast

Play Episode Listen Later Jan 3, 2026 58:57


Gary Shapiro has spent decades at the center of the global consumer technology industry, leading the Consumer Technology Association (CTA) and building CES into one of the most important stages for innovation, policy, and deal-making on the planet. In this first episode of 2026, Gary joins Charlie, Rony, and Ted to preview CES, unpack the explosion of AI across every category, and deliver unusually blunt takes on tariffs, China, manufacturing, and U.S. innovation policy. He explains how CES has evolved from a TV-and-gadgets show into a global platform where boards meet, standards are set, and policymakers, chip designers, robotics firms, and health-tech startups all collide.In the News: Before Gary joins, the hosts break down Nvidia's $20 billion “not-a-deal” with Singapore's Groq, the stake in Intel, and what that combo might signal about the edge of the GPU bubble and the shift toward inference compute, x86, and U.S. industrial policy. They also dig into Netflix's acquisition of Ready Player Me and what it suggests about a Netflix metaverse and location-based entertainment strategy, plus Starlink's rapid growth and an onslaught of “AI everything” products ahead of CES.Gary walks through new features at this year's show: CES Foundry at the Fontainebleau for AI and quantum, expanded tracks on manufacturing, wearables, women's health, and accessibility, plus an AI-powered show app already fielding thousands of questions (top query: where to pick up badges). He also talks candidly about his biggest concern—that fragmented state-level AI regulation (1,200+ state bills in 2025) will crush startups while big players shrug—and why he believes federal standards via NIST are the only realistic path. The discussion ranges from AI-driven healthcare and precision agriculture to robotics, demographics, labor culture, global supply chains, and what CES might look like in 2056.5 Key Takeaways from Gary:AI is now the spine of CES. CES 2026 centers on AI as infrastructure: CES Foundry at the Fontainebleau for AI + quantum, AI training tracks for strategy, implementation, agentic AI, and AI-driven marketing, and an AI-powered app helping attendees navigate the show.Fragmented state AI laws are an existential risk for startups. Over 1,200 state AI bills in 2025—including proposals to criminalize agentic AI counseling—could create a compliance maze only large incumbents can survive, which is why Gary argues for federal standards via NIST.Wearables are becoming systems, not gadgets. Oura rings, wrist devices, body sensors, and subdermal glucose monitors are starting to be designed as interoperable families of devices, with partnerships emerging to combine data into unified health services.Robotics is breaking out of the industrial niche. CES will showcase the largest robotics presence yet, moving beyond factory arms and drones to humanoids, logistics, social companions, and applied AI systems across sectors.Tariffs, alliances, and AI will reshape manufacturing. Gary is skeptical of “Fortress USA” strategies that try to onshore everything, pointing instead to allied reshoring (Latin America, Europe, Japan, South Korea) and the long-term role of AI-powered robotics in changing labor economics and global supply chains.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Mattercraft combines the power of a game engine with the flexibility of the web, and now features an AI assistant that helps you design, code, and debug in real time, right in your browser. Whether you're a developer, designer, or just getting started, start building smarter at mattercraft.io.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Indicator from Planet Money
We resolve to watch these 2026 indicators

The Indicator from Planet Money

Play Episode Listen Later Jan 2, 2026 8:41


2025 is finally over. We had bad consumer sentiment vibes, tariffs, and a seemingly ascendant stock market. And those are just a few indicators from last year!  As we enter 2026, what indicators should we keep an eye on … in the future? On today's episode, our top indicator predictions for the new year.Related: What AI data centers are doing to your electric bill Tariffs. Consumer sentiment. Cape ratio. Pick the Indicator of the Year! What indicators will 2025 bring? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Yaron Brook Show
Mamdani; Iran; Jack Smith; Tariffs Flip-Flop; Anti-immigration Evil; Inequality | Yaron Brook Show

Yaron Brook Show

Play Episode Listen Later Jan 2, 2026 163:47 Transcription Available


Moody's Talks - Inside Economics
Resilient or Fragile?

Moody's Talks - Inside Economics

Play Episode Listen Later Jan 2, 2026 40:16


The team reunites in 2026 and reflects on the economy's performance in 2025 and looks ahead to the New Year. Mark reviews the forecast accuracy for the past year and is surprised by the results. Mark and Cris quibble over how to characterize the economy in 2025, and the team shares its predictions for 2026, along with the probabilities of the base cases, upside, and downside forecasts.  Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn  Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Terminal Value
Making Global Supply Chains Sexy Again: From “Just in Time” to “Just in Case”

Terminal Value

Play Episode Listen Later Jan 2, 2026 39:06


COVID pulled supply chains out of the background and into daily life. What used to feel abstract suddenly determined whether shelves were stocked, prices stayed stable, or businesses survived at all. In this conversation, Kerim Kfuri breaks down how global supply chains actually work, why the old “lowest cost at all costs” logic is outdated, and how disruption has reshaped manufacturing, trade, and strategy worldwide.We explore the shift from just-in-time efficiency to just-in-case resilience, challenge the idea that globalization is primarily exploitation, and explain why visibility, redundancy, and optionality now matter more than unit price. We also dive into tariffs, debt, leverage, inflation, and the uncomfortable truth: every attempt to “fix” supply chains shows up in consumers' wallets.This isn't about ideology or slogans. It's about fundamentals—survivability, relevance, and designing systems that can absorb shocks without breaking.TL;DR* Supply chains aren't boring—they're the infrastructure of modern life.* Cost is no longer king; resilience, visibility, and flexibility are.* “Just in time” failed under real stress; “just in case” is the new survival model.* Globalization today is about capability, not exploitation.* Tariffs and inflation are hidden taxes consumers always end up paying.* Long-term business success depends on survivability, not quarterly optics.Memorable lines* “Supply chains used to be invisible—until they broke.”* “Cost is the last variable now, not the first.”* “Relevance is what makes supply chains sexy.”* “You don't notice the wiring in the wall until the power goes out.”GuestKerim Kfuri — President & CEO, Atlas NetworkGlobal supply chain strategist focused on resilience, efficiency, and disruption-ready systems.Why this mattersIf you want businesses—and economies—that last, stop optimizing for perfect conditions and start designing for disruption. Supply chains aren't about speed alone anymore. They're about survival.Call to ActionIf this conversation lit something up for you, don't just let it fade. Come join me inside the Second Life Leader community on Skool. That's where I share the frameworks, field reports, and real stories of reinvention that don't make it into the podcast. You'll connect with other professionals who are actively rebuilding and leading with clarity. The link is in the show notes—step inside and start building your Second Life today.https://secondlifeleader.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dougutberg.com

Nightly Business Report
Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/25

Nightly Business Report

Play Episode Listen Later Jan 2, 2026 43:51


A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. Plus, will the Dow stocks with the highest dividend yields continue to outperform in 2026? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FreightCasts
Ship Happens | Navigating Data, Tariffs, and the Unexpected in the 2026 Freight Market

FreightCasts

Play Episode Listen Later Jan 2, 2026 21:52


In this episode of Ship Happens, Brad Guinane (CRO, SONAR) and Julie Van De Kamp (CCO, SONAR) sit down with industry leaders to discuss the current state of logistics and their outlook for 2026. Recorded during the annual F3 Event, this episode features interviews with: Ryan Sharp, Senior Manager of Logistics Strategy at Nevados Engineering Josh McGrath, North American Logistics & Transportation Purchasing Senior Manager at Electrolux Brendan Stinson, Director of Transportation Services at Shaw Industries Key Topics Include: The Power of Data: How shippers are moving away from siloed operations to leverage real-time data for better negotiations and predictive analysis. Market Volatility & Tariffs: Strategies for navigating fluctuating market conditions and the shifting landscape of international tariffs. 2026 Market Predictions: Expert takes on when the freight market will reach equilibrium and the potential for a drop in capacity later this year. Handling the Unexpected: Guests share their "Ship Happens" moments—from navigating supply chain disruptions during COVID-19 to managing the fallout of a major bridge collapse in Baltimore. Learn how the implementation of ERP and CRM integrations with SONAR data is giving companies a strategic advantage in an increasingly complex global supply chain. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simply Trade
[Cindy's Version] Right Where You Left Me

Simply Trade

Play Episode Listen Later Jan 2, 2026 14:57


Host: Cindy Allen Published: January 2, 2026 Length: ~15 minutes Presented by: Global Training Center Summary The first Cindy's Version episode of 2026 kicks off with reflection, perspective, and a clear-eyed look at how fundamentally global trade has changed. Inspired by Taylor Swift's Right Where You Left Me, Cindy Allen explains why many trade professionals feel stuck between old rules and a completely new enforcement reality. While the holidays brought a brief pause in activity, the underlying shifts from 2025 are still very much in motion. From tariff threats that didn't materialize, to delayed Section 232 actions, to long-awaited automation updates from CBP, Cindy walks through what changed—and what didn't—over the past two weeks. More importantly, she explains why 2025 will be remembered as a pivotal year in trade history, on par with other transformational moments like containerization, air cargo, and automated clearance. This Week in Trade • Proposed 92% antidumping duties on Italian pasta were ultimately set far lower, avoiding combined duty rates exceeding 100% • Section 232 cases on upholstered furniture and kitchen cabinets were delayed for one year • Importers planning remodels may benefit from acting within the next year • The trade community continues to wait on Supreme Court decisions related to IEEPA reciprocal and fentanyl cases • Attention now shifts to when the Court returns to session CBP & Regulatory Updates • CBP announced all duty refunds will be issued electronically beginning in February • Electronic refunds become mandatory in March • CBP clarified procedures for refunds owed to brokers or third parties using Form 4811 • Industry hopes this signals a move toward fully electronic payments, including: • Protests • Post-Summary Corrections • Other remittance processes COAC Updates • COAC will meet virtually on January 14 • Previous subcommittees and workgroups were dissolved last year • Industry is watching closely for: • A new COAC structure • New workgroups or subcommittees • Applications for new COAC members closed in December • Several current members are rolling off after reaching term limits • Appointments are expected later in the year, not at the January meeting Why “Right Where You Left Me” Fits This Moment Cindy explains that while trade professionals earned every bit of their experience in 2025, the rules of engagement have changed. Enforcement is heavier, actions are more industry-specific, and governments are using every tool available—sometimes in new and unexpected ways. Formal announcements are often replaced by rumors, social media posts, or informal signals, forcing the industry to operate in a constant state of readiness. At the same time, the government expects the trade community to adapt just as aggressively—leveraging automation, data, and new technologies to meet rising compliance expectations. What was once a rigid, compartmentalized system has become layered and complex, operating simultaneously at the country, industry, company, and even product level. The challenge now is not getting stuck in the way trade “used to be,” but learning how to move forward in a system that no longer looks the same. Key Takeaways • 2025 marked a fundamental shift in how trade policy is applied and enforced • Tariffs and trade remedies are increasingly industry-, company-, and product-specific • Automation and data will play a critical role in future compliance • Informal signals now often precede formal policy announcements • Trade professionals must evolve—or risk being left behind RESOURCES & MENTIONS • Global Training Center • TradeForce Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. This episode sponsored by Pax Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. Connect with us: • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community Don't forget to rate, review, and share with your fellow trade geeks!

CNBC Business News Update
Market Close: Stocks Mixed To Start '26, Some Investors Say Take Risk Off The Table, More Tariff Delays 1/2/26

CNBC Business News Update

Play Episode Listen Later Jan 2, 2026 3:44


From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Business News Update
Market Open: Stocks Mixed, Tesla Deliveries Disappoint, Trump Delays More Tariffs 1/2/26

CNBC Business News Update

Play Episode Listen Later Jan 2, 2026 3:54


From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

SBS World News Radio
China's New Year surprise: hefty new tariff on beef exports exceeding quota

SBS World News Radio

Play Episode Listen Later Jan 2, 2026 4:08


Australia's billion-dollar beef trade faces a massive shakeup as China imposes a new 55 per cent tariff on imports that exceed strictly capped annual quotas. While the Chinese government claims the move will protect its farmers from oversupply, Australian industry leaders and the Federal Opposition warn the tariff increase breaches the spirit of Australia's long-standing free trade agreement with China.

John Solomon Reports
The Best of John Solomon Reports: Unpacking Trump - Conspiracy, Tariffs, and the Future of America

John Solomon Reports

Play Episode Listen Later Jan 1, 2026 23:56


In this episode, as we look ahead to what 2026 has in store for America, we take one more look back at 2025 and what the first year of Trump 2.0 brought to the table. John Solomon welcomes the 45th and 47th President of the United States, Donald J. Trump, as he discusses the recent FBI investigation into alleged conspiracies against him and the Democrats. President Trump shares his thoughts on the importance of fair voting, the need for declassification of key documents, and the potential for balancing the budget. He also addresses the role of the Federal Reserve and hints at upcoming tariff agreements. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Finding Gravitas Podcast
Leadership After the Storm: What 2025 Taught Us and How to Lead in 2026

Finding Gravitas Podcast

Play Episode Listen Later Jan 1, 2026 18:42 Transcription Available


2025 didn't just challenge the automotive industry.It exposed it.Tariffs that shifted overnight. Another chip crisis. A sudden rethink on EVs. Then Ford dropped the bomb: nearly $20 billion in charges as it pivoted away from EVs, stranding capital across the supply chain. And on top of it all, AI is moving faster than most leaders can keep up with.In this solo episode, Jan Griffiths presses pause on the noise and calls it what it really was: feedback.Not chaos.A signal.2025 showed us exactly where legacy leadership breaks under pressure. Command-and-control slowed decision-making. Rigid processes collapsed under uncertainty. And waiting for perfect data became a competitive disadvantage.As we step into 2026, Jan lays out what leadership must become if this industry wants to survive, not just react. She challenges leaders to stop pretending they have all the answers and start learning out loud. To trade certainty for curiosity. Ego for humility. Silos for systems thinking.AI is not the threat. Speed is the reality. And culture is still the differentiator.This episode is a direct, honest conversation with leaders who feel the weight of what's coming and know the old playbook won't get them there. Jan breaks down the five leadership categories that will define success in 2026 and beyond, and why standing still is no longer an option.If 2025 cracked the foundation, 2026 is the year leaders decide whether to rebuild or repeat the same mistakes.This episode is sponsored by Lockton, click here to learn more Themes DiscussedWhy 2025 wasn't chaos, but critical feedback for automotive leadersThe leadership behaviors that failed under pressureLearning out loud instead of waiting for perfect answersIntellectual humility as a competitive advantageWhy speed now matters more than certaintyHow AI is forcing a shift away from rigid org chartsThe leadership mindset required to win in 2026About Your Host – Jan GriffithsJan Griffiths is the Champion for Culture Change in the automotive industry. As the President & Founder of Gravitas Detroit, Jan brings a wealth of expertise and a passion for transforming company cultures. Additionally, she is the host of the Automotive Leaders Podcast, where she shares insightful conversations with industry visionaries. Jan is also the author of AutoCulture 2.0, a groundbreaking book that challenges the traditional leadership model prevalent in the automotive world. With her extensive experience and commitment to fostering positive change, Jan is at the forefront of revolutionizing the automotive landscape. Reach out to her at Jan@gravitasdetroit.comMentioned in this Episode

Planet Money
Indicators of the Year, Past and Future

Planet Money

Play Episode Listen Later Dec 31, 2025 18:17


2025 is finally over. It was a wild year for the U.S. economy. Tariffs transformed global trading, consumer sentiment hit near-historic lows, and stocks hit dramatic new heights! So … which of these economic stories defined the year?We will square off in a family feud to make our case, debate, and decide it. Also, as we enter 2026, we are watching the trends and planning out what next years stories are likely to be. So we're picking  which indicators will become next years most telling. On today's episode, our indicators of this past year AND our top indicator predictions for 2026.Related episodes:The Indicators of this year and next (2024)This indicator hasn't flashed this red since the dot-com bubble What would it mean to actually refund the tariffs?What AI data centers are doing to your electric bill What indicators will 2025 bring? Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode of Planet Money was produced by James Sneed. The episodes of The Indicator were produced by Angel Carreras, edited by Julia Ritchey, engineered by Robert Rodrigez and Kwesi Lee, and fact-checked by Sierra Juarez. Kate Concannon is the editor of the Indicator. Alex Goldmark is our executive producer. For sponsor-free episodes of The Indicator and Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Thoughts on the Market
Special Encore: What's Driving U.S. Growth in 2026

Thoughts on the Market

Play Episode Listen Later Dec 31, 2025 7:06


Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Today I'll review our 2026 U.S. Economic Outlook and what it means for growth, inflation, jobs and the Fed.It's Tuesday, November 25th, at 10am in New York.If 2025 was the year of fast and furious policy changes, then 2026 is when the dust settles.Last year, we predicted slow growth and sticky inflation, mainly because of strict trade and immigration policies – and this proved accurate. But this year, the story is changing. We see the U.S. economy finally moving past the high-uncertainty phase. Looking ahead, we see a return to modest growth of 1.8 percent in 2026 and 2 percent in 2027. Inflation should cool but it likely won't hit the Fed's 2 percent target. By the end of 2026, we see headline PCE inflation at 2.5 percent, core inflation at 2.6 percent, and both stay above the 2 percent target through 2027. In other words, the inflation fight isn't over, but the worst is behind us.So, if 2025 was slow growth and sticky inflation, then 2026 and [20]27 could be described as moderate growth and disinflation. The impact of trade and immigration policies should fade, and the economic climate should improve. Now, there are still some risks. Tariffs could push prices higher for consumers in the near term; or if firms cannot pass through tariffs, we worry about additional layoffs. But looking ahead to the second half of 2026 and beyond, we think those risks shift to the upside, with a better chance of positive surprises for growth.After all, AI-related business spending remains robust and upper income consumers are faring well. There is reason for optimism. That said, we think the most likely path for the economy is the return to modest growth. U.S. consumers start to rebound, but slowly. Tariffs will keep prices firm in the first half of 2026, squeezing purchasing power for low- and middle-income households. These households consume mainly through labor market income, and until inflation starts to retreat, purchasing power should be constrained.Real consumption should rise 1.6 percent in 2026 and 1.8 [percent] in 2027 – better, but not booming. The main culprit is a labor market that's still in ‘low-hire, low-fire' mode driven by immigration controls and tariff effects that keep hiring soft. We see unemployment peaking at 4.7 percent in the second quarter of 2026, then easing to 4.5 percent by year-end. Jobs are out there, but the labor market isn't roaring. It'll be hard for hiring to pick up until after tariffs have been absorbed.And when jobs cool, the Fed steps in. The Fed is cutting rates – but at a cost. After two 25 basis point rate cuts in September and October, we expect 75 basis points more by mid 2026, bringing the target range to 3.0-3.25 percent. Why? To insure against labor market weakness. But that insurance comes with a price: inflation staying above target longer. Think of it as the Fed walking a tightrope—lean too far toward jobs, and inflation lingers; lean too far toward inflation, and growth stumbles. For now the Fed has chosen the former.And how does AI fit into the macro picture? It's definitely a major growth driver. Spending on AI-related hardware, software, and data centers adds about 0.4 percent to growth in both 2026 and 2027. That's roughly 20 percent of total growth. But here's the twist: imports dilute the impact. After accounting for imported tech, AI's net contribution falls sharply. Still, we expect AI to boost productivity by 25-35 basis points by 2027, over our forecast horizon, marking the start of a new innovation cycle. In short: AI is planting the seeds now for bigger gains later.Of course, there are risks to our outlook. And let me flag three important ones. First, demand upside – meaning fiscal stimulus and business optimism push growth higher; under this scenario inflation stays hot, and the Fed pauses cuts. If the economy really picks up, then the Fed may need to take back the risk management cuts it's putting in now. That would be a shock to markets. Second, there's a productivity upside – in which case AI delivers bigger productivity gains, disinflation resumes, and rates drift lower. And lastly, a potential mild recession where tariffs and tight policy bite harder, GDP turns negative in early 2026, and the Fed slashes rates to near 1 percent. So in summary: 2026 looks to be a transition year with less drama but more nuance, as growth returns and inflation cools, while AI keeps rewriting the playbook.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

5 Things
A look ahead to the momentous decisions awaiting SCOTUS in 2026

5 Things

Play Episode Listen Later Dec 31, 2025 14:53


2025 was a big year for the Supreme Court, as it repeatedly handed win after win to the Trump administration. Emergency Orders, also known as the shadow docket, let President Donald Trump keep his tariffs in place, withhold foreign aid and conduct immigration raids largely based on racial profiling. But lawsuits filed by complainants mean that many of these cases will be ultimately decided in the new year. Hot button issues such as transgender athletes in sports, whether birthright citizenship is a constitutional right and if redistricting efforts in Louisiana have effectively disenfranchised voters are among many impactful decisions we expect to hear in 2026. USA TODAY Justice Department Correspondent Aysha Bagchi joins The Excerpt to share how these cases and others might impact life in America.Let us know what you think of this episode by sending an email to podcasts@usatoday.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

DH Unplugged
DHUnplugged #784: Auld Lang Xiety

DH Unplugged

Play Episode Listen Later Dec 31, 2025 63:01


Looking at a weird GDP data point. Calling BS on Russia/Ukraine peace talks. Gold and Silver – WOW! Closing out the year – a good one too! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - Lots to be excited about and anxious too - Looking at a weird GDP data point - Calling BS on Russia/Ukraine peace talks Markets - Gold and Silver - WOW! - Closing out the year - a good one too! - Buyers are still hot to buy any dip - "Diet" pills coming Bitters Making Progress  - Chocolate -Dark Cherry -Infusions - https://highdesertbotanicals.com NYE Celebration - Cities across America ring in the new year by dropping unexpected objects: - Amelia Island, FL drops a giant shrimp. - Nashville drops a 400lb musical note with 28,140 LEDs. - Boise, ID, drops a glowing potato. - Key West, FL, drops an eight-foot ruby-red heel—complete with a drag queen inside! - In Spain, revelers gulp down 12 grapes—one for each midnight chime—to bring luck for each month - Denmark - Danes toss old dishes at friends' doors—large piles of broken crockery at dawn are seen as tokens of good luck. What a year! - So many themes in 12 months - AI, Tariffs, War and Trade War, Fat drugs, Deglobalization - Data centers, semiconductors, and supporting infrastructure like power and cooling systems. - Approx: DJIA +13.5%, SP500 +17%, NASDA +21%, BTCUSD -7.6%, Gold +64%, SLV +145%, $DXY -9.5%, EEM +30% - 2026 - Opportunities and Auld Lang Xiety (Tech still looks frothy in certain names) Top New Year's Resolutions - Exercise More - Eat Healthier - Save More Money/Get Out of Debt - Be Happy/Improve Mental Health - Lose Weight - Spend More Time with Family & Friends - Learn a New Skill/Hobby - Get Organized Active Management (Funds) - Same report annually - A small group of tech super stocks accounted for an outsize share of returns in 2025, extending a pattern in place for the better part of a decade. - Around $1 trillion was pulled from active equity mutual funds over the year, marking an 11th year of net outflows, while passive equity exchange-traded funds got more than $600 billion. - The concentration of gains in a few stocks made it harder for active managers to do well, with 73% of equity mutual funds trailing their benchmarks this year, the fourth most in data going back to 2007. - BUT, there are some areas that it makes sense for active management ---- Equity vs Fixed income and reasoning --- Efficient markets, boots on the ground Fat Pill - The FDA has approved the first-ever GLP-1 pill from Wegovy maker Novo Nordisk. - Novo Nordisk said the starting dose of 1.5 milligrams will be available in early January in pharmacies and via select telehealth providers with savings offers for $149 per month. - The approval gives Novo Nordisk a head start over chief rival Eli Lilly, which is racing to launch its own obesity pill. - Packaged food makers and fast-food restaurants may be forced to overhaul more of their products next year as newly approved, appetite-suppressing GLP-1 pills become available in January PowerBall - A ticket sold in Arkansas scored a $1.8 billion Powerball jackpot after Wednesday night's draw — one of the richest lottery prizes in U.S. history, landing just in time for Christmas. - The payout soared after last Monday's drawing produced no winners, with last-minute ticket sales pushing the jackpot to $1.817 billion. That makes it the second-largest U.S. lottery prize ever and the biggest Powerball of 2025, the lottery website said on Thursday. - The winning numbers — 4, 25, 31, 52, 59 and the Powerball 19 - Odds: one in 292.2 million. Silver - Amazing year! - Sunday night futures - >$83 then turned hard lower| - Down 7% on Monday - Range $83 - $71 (15%) for the day - Some rumors about a bank collapse due to wrong way position on Silver - forced liquidation and covering.... ----- Hard to believe that a bank was short that much silver - but..... SoKo Breach - South Korean online retail giant Coupang said it will offer 1.69 trillion South Korean won ($1.17 billion) in compensation to 34 million users affected by a massive data breach disclosed last month. - That is about 4% of Coupang's annual revenue - but a big chunk of their profit - $34 per user NVDA Deal - Nvidia has yet to issue a public announcement or disclosure regarding its $20 billion Groq deal that CNBC was first to cover on Wednesday. - Groq described the deal as a “non-exclusive licensing agreement,” a tool that's been used by tech giants of late in part to avoid regulatory scrutiny. - Analyst: “Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive license may keep the fiction of competition alive,” Bernstein's Stacy Rasgon wrote in a report. - Groq will remain an independent company (?) GDP Consumption - Something is a bit off.... - With the marketplace costs increasing, this may be more than a one-off expenditure Q3 GDP Surge Russia/Ukraine - Less that an hour after the White House claimed great movement toward peace - Russian President Putin told President Trump that Russia will revise its negotiating position, raising questions over prospects for peace deal - Russian Foreign Minister Sergei Lavrov says Ukraine tried to attack Russian President Putin's residence - Does anyone even listen to the crap coming out of the White House anymore? - Did you hear Lutnick trying to explain the 600% reduction in costs for pharmaceuticals? Math wizards! - - For 2026, my wish is that they continue to work on the job at hand and just shut up Just for fun - Who is biggest drinker of spirits? - While there's no single official "heaviest drinker," legendary wrestler Andre the Giant is widely cited as having unmatched capacity, famously downing 119 beers in one sitting (or even up to 156 in other accounts) Oil - Crude oil futures down about 9.5% YTD - Much of the drop due to pick up in production (supply/demand) - Still a floor with as Russia, Nigeria, Venezuela etc - What will it take to move up? Best Auto Stock for 2025? - GM! Better than ford, Tesla and others (up 55%) - best year from coming out of bankruptcy in 2009 - Ford up 35% - Mary Barra, CEO selling into the strength - $73 M sold this year (Position down 73% from what she held last year) - - - Barra has contended for years that stock undervalued. With all of these say what does that say now? --- Would she ever say shares are overvalued? More fun stats - A peer?reviewed 2025 study estimates AI data centers (including indirect usage from electricity generation) consumed 312–765 billion liters of water annually. That's more than all bottled water consumed worldwide each year - Direct (on-site) water is used for cooling servers via systems like cooling towers or liquid loops. Indirect (off-site) water stems from electricity generation—particularly from thermal and nuclear plants, which require significant cooling resources - ??? Estimates suggest a single standard AI prompt (about 100 words) is linked to around 1.5 liters of water—accounting for the entire chain of consumption. (This is total usage from cooling powr consumption, electricity generation) - Global AI workloads consumed 50–60 terawatt-hours (TWh) in 2025—roughly the annual electricity use of a medium-sized country like Switzerland. - By 2030, AI-related electricity demand could reach 300–500 TWh annually, according to energy analysts—comparable to the entire electricity consumption of countries like France. Over to Iran - President Trump tells reporters that if Iran is building up its nuclear program, the U.S. will have to "knock them down" again --- Wait - I thought we destroyed all of their nuke aspirations??? - - - AND - Iran's currency hit a record low, triggering wave of protests, according to Bloomberg Fed News - Top Fed Chair Candidate Odds Narrow Again, With Hassett at 43% and Warsh at 35% - President Trump still angry at Powell 0threating to sue for incompetence Odd - Tesla Inc. published a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting. - The carmaker posted estimates showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. - Tesla is on course for its second consecutive drop in annual vehicle sales, with the company compiling an average estimate for 1.6 million deliveries, down more than 8% from a year earlier. - These are estimates published by analysts - Tesla put on its own site - WHY? End of Year Stat - The U.S. national debt is climbing at a rapid pace and has shown no signs of slowing down despite the growing criticism of massive levels of government spending. - The national debt, which measures what the U.S. owes its creditors, rose to $38,386,384,190,622.68 as of Dec. 30, according to the latest numbers published by the Treasury Department. - That is an increase of about $5.8 billion daily - ~$18 per person in the US per day increase ($7,300) - or about the monthly price of leasing a small Mercedes - Each person in US owes approx $128,000 Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Down The Middle
AI, the Magnificent 7, Tariffs and Looking Ahead to 2026

Down The Middle

Play Episode Listen Later Dec 31, 2025 12:41


From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7's recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

The Howie Carr Radio Network
Aaron Chadbourne: Trump Has Used The Tariffs To Gain Leverage | 12.30.25 - The Howie Carr Show Hour 3

The Howie Carr Radio Network

Play Episode Listen Later Dec 30, 2025 38:10


As we get closer to the end of the year Aaron talks about how the President has done, and what one of his big tools for success has been.  Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.

Mac OS Ken
Tariffs, App Store, and Special AirTags for Japan - MOSK: 12.30.2025

Mac OS Ken

Play Episode Listen Later Dec 30, 2025 12:59


- Trump Administration Announces Tariffs on Chinese Semiconductors for Mid-2027 - Apple Appeals £1.5B UK Ruling - Third-Party App Stores and Payment Alternatives Headed to Brazil - Apple Japan New Year's Promo Includes Gift Cards and a Special AirTag - Ford Still Committed to Apple's CarPlay - Sponsored by Copilot Money: Get a two months free trial with Offer Code MACOSKEN at try.copilot.money/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

X22 Report
Midterm Strategy Emerges,Trump Is Taking Down The [DS] Entire Corrupt Temple, Retribution – Ep. 3805

X22 Report

Play Episode Listen Later Dec 29, 2025 97:57


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture[CB] around the world are dumping the Fed note, they just aren’t taking on anymore, everything is about to change. Trump’s GDP outshines Biden’s. China is now going to restrict silver, silver is used in electronics, batteries,solar panels etc. Silver prices are going to move. [CB] fraud is now exposed. The Tariff system is the future. The [DS] criminal syndicate is being exposed, it’s not just in DC it is world wide. As people learn how corrupt the system is and most of the taxes and borrowing goes to support the criminal system the people will be with Trump to remove the Fed. Trump is in the process of bringing down the entire corrupt temple on the [DS]. Trump moves closer to peace with Ukraine, 2026 is going to change everything. Economy Status of the US Dollar as Global Reserve Currency: USD Share Drops to Lowest since 1994  Central Banks diversify their holdings into dozens of smaller “non-traditional reserve currencies.”  The share of USD-denominated assets held by other central banks dropped to 56.9% of total foreign exchange reserves in Q3, the lowest since 1994, from 57.1% in Q2 and 58.5% in Q1, according to the IMF's new data on Currency Composition of Official Foreign Exchange Reserves. USD-denominated foreign exchange reserves include US Treasury securities, US mortgage-backed securities (MBS), US agency securities, US corporate bonds, and other USD-denominated assets held by central banks other than the Fed. Excluded are any central bank's assets denominated in its own currency, such as the Fed's Treasury securities or the ECB's euro-denominated securities. It's not that foreign central banks dumped US-dollar-denominated assets, such as Treasury securities. They did not. They added a little to their holdings. But they added more assets denominated in other currencies, particularly a gaggle of smaller currencies whose combined share has surged, while central banks' holdings of USD-denominated assets haven't changed much for a decade, and so the percentage share of those USD assets continued to decline.   Central banks' holdings of foreign exchange reserves in all currencies, and expressed in USD, rose to $13.0 trillion in Q3. Top holdings, expressed in USD: USD assets: $7.41 trillion Euro assets (EUR): $2.65 trillion Yen assets (YEN): $0.76 trillion British pound assets (GBP): $0.58 trillion Canadian dollar assets (CAD): $0.35 trillion Australian dollar assets (AUD): $0.27 trillion Chinese renminbi (RMB) assets: $0.25 trillion Source: wolfstreet.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");  https://twitter.com/elonmusk/status/2004750391435755846?s=20 https://twitter.com/ElectionWiz/status/2004928015172821228?s=20 https://twitter.com/ElectionWiz/status/2004946780216328590?s=20  Political/Rights https://twitter.com/Patri0tContr0l/status/2004590513182367845?s=20  https://twitter.com/Geiger_Capital/status/2005107085865103608?s=20 ICE: 70% Arrested Had Criminal Ties Roughly 70% of illegal migrants arrested by U.S. Immigration and Customs Enforcement (ICE) under the second Trump administration reportedly had been convicted of or faced charges for criminal offenses. New data provided to the Washington Examiner shows the Trump administration arrested about 595,000 illegal immigrants between Jan. 20 and Dec. 11, according to the Department of Homeland Security. ICE said 70%, roughly 416,000, had “criminal convictions or pending criminal charges” in the United States, underscoring President Donald Trump’s promise to prioritize the “worst of the worst” in immigration enforcement. ICE officials stressed that even those without U.S. criminal records can still pose major public safety threats, the agency said, noting many are wanted abroad for violent crimes or have ties to gangs, terrorism, or other serious offenses. “This statistic doesn’t account for those wanted for violent crimes in their home country or another country, INTERPOL notices, human rights abusers, gang members, terrorists, etc. The list goes on,” an ICE spokesperson told the Examiner. Source: newsmax.com   New Files Show Epstein Was ‘Too Useful' for Banks to Drop — Trump Was ‘Too Politically Dangerous' to Keep  The newest Epstein disclosures include deposition testimony that illustrates, in unusually concrete detail, how major financial institutions assessed risk, value, and accountability. The transcript does not add new allegations about Epstein. Instead, it explains why he remained bankable long after his 2008 conviction and why his relationship with major banks survived despite generating almost no traditional revenue. That institutional logic is the same logic that later drove JPMorgan to end its ties with Trump Media, and the contrast between the two cases shows how selectively these standards are applied. In the deposition, Paul Morris—a private banker who handled Epstein's accounts at JPMorgan Chase and later Deutsche Bank—described Epstein's financial profile with unusual precision. Epstein's trading was minimal. His accounts produced limited fees. He was not a high-activity client and did not utilize the investment tools that banks rely on to generate consistent revenue. By every conventional benchmark, he was a low-value account. And yet, the relationship continued. The deposition shows why. Epstein was not retained for his financial performance but for his institutional usefulness. Morris acknowledged that Epstein facilitated introductions to ultra-wealthy individuals that the bank viewed as essential prospects. One example was Leon Black, whom Morris identified as a “priority prospect” because of Black's significant net worth and influence in the investment sector. Epstein introduced the bank to real-estate investor Andrew Farkas and discussed a potential connection involving biotech investor Boris Nikolic, who had ties to Bill Gates. These introductions were specific, documented, and initiated by Epstein, not the bank. This is the key element that many public accounts overlook. Epstein was not being managed as a traditional client. He functioned as a relationship broker inside a system where introductions to power carry more internal value than account-level returns. Source: thegatewaypundit.com  DOGE Geopolitical The EU Leaders Shouting About Visa Bans Are the Same EU Leaders Who Sent Political Operatives Into the U.S. to Support Kamala Harris  EU leaders from across the spectrum of their collective assembly, are furious with the administration of President Donald Trump for restricting their entry into the United States by blocking their visa permissions.  However, these same EU leaders are the people who sent operatives into the United States in order to interfere in our 2024 election. The Vice President of the European Commission, Kaja Kallas, sums up the European position: “The decision by the U.S. to impose travel restrictions on European citizens and officials is unacceptable and an attempt to challenge our sovereignty. Europe will keep defending its values — freedom of expression, fair digital rules, and the right to regulate our own space.” The “attempt to challenge our sovereignty” statement is a particular type of hubris when we consider THIS: GREAT BRITAIN (October 2024) – The British Labour Party is sending approximately 100 current and former staff members to the United States to work for Vice President Kamala Harris' campaign in key swing states. [SOURCE – LINKEDIN] Not only did the U.K attempt to challenge our sovereignty, but they also actively worked to influence the outcome of our national election in 2024. It is worth remembering the British intelligence operation, (Secret Intelligence Service (SIS), commonly known as MI6), was at the center of the Trump-Russia collusion conspiracy in 2016. The first EU political group to be targeted with the visa bans includes French former EU commissioner Thierry Breton, who was one of the architects of the EU's Digital Services Act (DSA). Also: Imran Ahmed, the British CEO of the U.S.-based Center for Countering Digital Hate, Anna-Lena von Hodenberg and Josephine Ballon of the German non-profit HateAid, and Clare Melford, co-founder of the Global Disinformation Index. https://twitter.com/GeneHamilton/status/2004656229684224393?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2004656229684224393%7Ctwgr%5E91706d63d41394916634b106fbd2268d7711e121%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Ftheconservativetreehouse.com%2Fblog%2F2025%2F12%2F27%2Fthe-eu-leaders-shouting-about-visa-bans-are-the-same-eu-leaders-who-sent-political-operatives-into-the-u-s-to-support-kamala-harris%2F https://twitter.com/GeneHamilton/status/2004656234910433405?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2004656234910433405%7Ctwgr%5E91706d63d41394916634b106fbd2268d7711e121%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Ftheconservativetreehouse.com%2Fblog%2F2025%2F12%2F27%2Fthe-eu-leaders-shouting-about-visa-bans-are-the-same-eu-leaders-who-sent-political-operatives-into-the-u-s-to-support-kamala-harris%2F Source: theconservativetreehouse.com https://twitter.com/michaelgwaltz/status/2005058695647166898?s=20 https://twitter.com/visegrad24/status/2005035840934723894?s=20 War/Peace   EIGHT, perhaps the United States has become the REAL United Nations, which has been of very little assistance or help in any of them, including the disaster currently going on between Russia and Ukraine. The United Nations must start getting active and involved in WORLD PEACE!   the United States is capable of doing. Under my leadership, our Country will not allow Radical Islamic Terrorism to prosper. May God Bless our Military, and MERRY CHRISTMAS to all, including the dead Terrorists, of which there will be many more if their slaughter of Christians continues.   DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA Trump Tasks Military With an ‘Oil Quarantine' Against Venezuela, as Economic Pressure Is Chosen for Now Over Military Action Venezuela's oil industry under maximum pressure.   And now that the extended holidays are over, the socialist regime will have to deal with the veritable siege imposed by the US and its unprecedented armada. Venezuela is running out of storage space for its oil production since some ships are being seized and many others turned around and left.  Now, it arises that Donald J. Trump has directed US forces to enforce ‘an oil quarantine' against Venezuela for at least the next two months. These moves lead many to think that the Trump team will focus on economic rather than military means to pressure Caracas into ousting Maduro. Reuters reported:   Read  more: Source: thegatewaypundit.com Trump Blockade Leaves $1 Billion Of Venezuelan Crude Stranded On Tankers  With a two-month “quarantine” placed on Venezuelan oil by the Trump administration in a foreign policy move called “gunboat diplomacy,” new data estimate that roughly $900 million worth of crude is currently loaded on tankers, unable to depart Venezuela due to the U.S. blockade. “Based on our visual analysis from both shore and space, we estimate that there are around 17.5 million barrels of crude oil floating onboard tankers in Venezuela which are unable to depart due to the ongoing US blockade,” independent research Tanker Trackers wrote on X. “That’s around $900M of oil.” https://twitter.com/TankerTrackers/status/2004713684871078162?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2004713684871078162%7Ctwgr%5E016cd45f97095edcd74bb159f40c4e93caf9794d%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Ftrump-blockade-leaves-1-billion-venezuelan-crude-stranded-tankers Source: zerohedge.com Trump to POLITICO: Zelenskyy ‘doesn't have anything until I approve it' Trump's comments come ahead of his Sunday meeting with Zelenskyy, who will bring with him a new 20-point plan to end the war President Donald Trump on Friday cast himself as the ultimate arbiter of any peace deal between Ukraine and Russia, in an exclusive conversation with POLITICO. “He doesn't have anything until I approve it,” Trump said. “So we'll see what he's got.” Source: politico.com https://twitter.com/FoxNews/status/2005352028365848993?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2005352028365848993%7Ctwgr%5E1588e24fb392689513bf7b2f064c646c1bf5f470%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Ftrump-says-russia-ukraine-peace-talks-entering-final%2F  Medical/False Flags 19 Blue States Sue Trump Admin to Preserve Right to Perform Child Sex Changes Last week, Secretary of Health and Human Services Robert F. Kennedy Jr. said he would cut off Medicare and Medicaid funding to any provider that offers so-called gender-affirming treatment to minors. “Under my leadership, and answering President Trump's call to action, the federal government will do everything in its power to stop unsafe, irreversible practices that put our children at risk,” Kennedy said at the time. The Oregon-led lawsuit claims that the decision “exceeds the Secretary's authority and violates the Administrative Procedure Act and the Medicare and Medicaid statutes.” A total of nineteen blue states are suing the Trump administration in a bid to protect the right to perform child sex changes. His office said in a press release: Source: thegatewaypundit.com [DS] Agenda  https://twitter.com/nickshirleyy/status/2004642794862961123?s=20   work way too hard and pay too much in taxes for this to be happening, the fraud must be stopped. https://twitter.com/MAGAVoice/status/2005011311756017964?s=20 https://twitter.com/libsoftiktok/status/2005158623442600391?s=20 https://twitter.com/DataRepublican/status/2005292438114738555?s=20  diabolical. And it’s going to work until we understand that primaries will be more important than generals from here out on. https://twitter.com/C_3C_3/status/2005016429687701811?s=20 https://twitter.com/WarClandestine/status/2005351086115405986?s=20 https://twitter.com/CynicalPublius/status/2005030256382464493?s=20  and your tribe. I spent a lot of my life in the Middle East and Central Asia, working closely with foreign contractors and foreign governments to provide support to American military operations. As a US Army officer with a big checkbook courtesy of Uncle Sam, I can't really count the sheer number of times I was offered bribes to award a contract, or falsify records to do things like create larger (fake) headcounts at places like dining facilities, or to just simply be on the take for future illegal requests. Of course I had enough sense to never comply with such requests. Moreover, they were never explicitly structured as “bribes”; instead it was usually along the lines of “Here I have these Rolexes as gifts for you and your wife to show our friendship.” (Unfortunately, too many US officers and NCOs succumbed to this siren song and ended up breaking rocks in Leavenworth.) The weird thing about this to me was that whenever I turned down such an offering, it was treated as a grave insult. I was the one in the wrong, and not the fraudster trying to bribe me. They considered it rude that I was in their country and refused to accept how things got done. After all, why did I not want to help my tribe by helping their tribe? Let me repeat: in these cultures, FRAUD IS NOT EVEN A CONCEPT. There is only what helps your tribe. Such thought processes are so alien to Americans and much of the West. We are raised on the presumption that our institutions are valid, that the rule of law always prevails, and that integrity is universal. We need these presumptions to have working governments and economies, and without those presumptions—without the mental barrier that causes us not to accept outright fraud—our nation would quickly descend into the economic and social hellscape of countries like…. ummm… you know…. SOMALIA! So when we import people en masse from cultures that accept bribery and fraud as routine, acceptable ways to advance one's tribe, we should not be surprised that things like the $8 BILLION fraud schemes of the Somali population in Minnesota happen so easily. Introducing a fraud-based culture based on tribalism into America is like introducing some sort of lethal virus into a population that has no natural immunity. The virus will spread and grow, unchecked, because it is so alien to the host. Similarly, a culture of fraud is anathema to American thinking, and it must be cut out before it consumes the host. So when you see and hear patriotic Americans decrying what is happening in Minnesota or elsewhere, and when they seek deportation of the offenders, it is not “racism,” it is not “bigotry,” it is not “xenophobia”; instead, it is preserving the American tradition of responsible institutions and national integrity. https://twitter.com/MarioNawfal/status/2005262465190223928?s=20 https://twitter.com/FBIDirectorKash/status/2005305530651189719?s=20   exploiting federal programs. Fraud that steals from taxpayers and robs vulnerable children will remain a top FBI priority in Minnesota and nationwide. To date, the FBI dismantled a $250 million fraud scheme that stole federal food aid meant for vulnerable children during COVID. The investigation exposed sham vendors, shell companies, and large-scale money laundering tied to the Feeding Our Future network. The case led to 78 indictments and 57 convictions. Defendants included Abdiwahab Ahmed Mohamud, Ahmed Ali, Hussein Farah, Abdullahe Nur Jesow, Asha Farhan Hassan, Ousman Camara, and Abdirashid Bixi Dool, each charged for roles ranging from wire fraud to money laundering and conspiracy. These criminals didn't just engaged in historic fraud, but tried to subvert justice as well. Abdimajid Mohamed Nur and others were charged for attempting to bribe a juror with $120,000 in cash. Those responsible pleaded guilty and were sentenced, including a 10-year prison term and nearly $48 million in restitution in related cases. The FBI believes this is just the tip of a very large iceberg. We will continue to follow the money and protect children, and this investigation very much remains ongoing. Furthermore, many are also being referred to immigrations officials for possible further denaturalization and deportation proceedings where eligible. https://twitter.com/ScottPresler/status/2004932316926193933?s=20 https://twitter.com/HarmeetKDhillon/status/2004976287270731981?s=20 https://twitter.com/rising_serpent/status/2005080344610177489?s=20  https://twitter.com/amuse/status/2005092720927232198?s=20  “skeptical jurors” in federal cases involving President Trump. Co-founder Alex Dodds said jurors have “enormous power” to judge the administration itself. Critics report the sessions encourage rigging trials against the administration, conduct plainly barred under 8 USC §1503. President Trump's Plan https://twitter.com/WarClandestine/status/2004653262491058216?s=20 accomplished what no one else could. When we arrived, taxpayers were about to be on the hook for nearly $5 billion for a new headquarters that wouldn't open until 2035. We scrapped that plan. Instead, we selected the already-existing Reagan Building, saving billions and allowing the transition to begin immediately with required safety and infrastructure upgrades already underway. Once complete, most of the HQ FBI workforce will move in, and the rest are continuing in our ongoing push to put more manpower in the field, where they will remain. This decision puts resources where they belong: defending the homeland, crushing violent crime, and protecting national security. It delivers better tools for today's FBI workforce at a fraction of the cost. The Hoover Building will be shut down permanently.  They Got Her: FBI Caught Hillary Clinton Talking Donations with Foreign Felon on Tape As Hillary Clinton closed in on the presidential nomination in the spring of 2016, FBI field officers advised colleagues at headquarters to press her on the foreign donations flowing to the Clinton Foundation while she steered American foreign policy and whether she had used the charity as a campaign piggy bank. But the FBI HQ in Washington — a city in which the former secretary of state and first lady wields enormous influence — let the trail go cold. FBI New York Assistant Director in Charge Diego Rodriguez advised agents in Washington to ask Clinton several questions about the foundation, which are reproduced in full in documents released to the Senate Judiciary Committee by the FBI and published on Dec. 15. The questions reveal the concerns about foreign bribery that the Clinton Foundation case — codenamed “Cracked Foundation” — had uncovered. Among the evidence available to investigators, according to their questions: A recorded conversation between Clinton and Indian hotel magnate Sant Singh Chatwal in which Clinton discussed donations to the foundation and her remaining 2008 campaign debt. The new documents confirm that the FBI had at one time been “intercepting individuals associated with the Clinton Foundation.” Source: westernjournal.com  John Brennan's Lawfare Lawyers are Revealing More Than They Intend   former CIA Director John Brennan are sending proactive letters to the Federal District Court for the Southern District of Florida {SEE HERE}.  However, some of the information included in the letters intended to be exculpatory is actually damning against their defense position. You have to go deep in the weeds to see it but if you understand the details of the events, the information being revealed by Brennan's lawyers is the opposite of helpful to his case.  As an example, there is a citation included in a footnote of the December 22, 2025, [fn #20 page 6] letter that links to a March 31, 2022, letter sent to John Durham. Here's page 6 of the 2025 letter. Compare the underlined section to the 2022 letter sent to John Durham. In 2025 Brennan is telling the Florida court the Intelligence Community Assessment (ICA) conclusion was confirmed by Special Counsel Robert Mueller in a “very serious review.”  However, in 2022 Brennan told John Durham that Robert Mueller never interviewed him or offered an assessment of the ICA; Mueller just regurgitated it. So, which is it? These contradictions are throughout both of the letters when you compare them side-by-side.  In 2022 former CIA Director John Brennan was trying to escape the Durham review.  In 2025 Brennan is trying to escape a grand jury review. [We are aware that the U.S Attorney for the Southern District of Florida, Jason Reding Quiñones, has access to the CTH public library of research into all of these historic events.] There are other citations in the 2022 letter that are certainly worth reviewing because the legally binding statements made by John Brennan at the time have been shown to be false in 2025. Another of the claims in the 2022 letter to John Durham highlights why it was critical for the CIA to assist in the capture and arrest of Julian Assange in 2019. Source: thegatewaypundit.com  Trump: Upcoming Midterms Will Be ‘About Pricing’ The 2026 midterm elections will be “about pricing,” according to President Donald Trump, who said that his administration is restoring the nation’s economy after the condition in which former President Joe Biden left it. “I think it’s going to be about the success of our country,” Trump said in an interview with Politico, the outlet reported Saturday. “They gave us high pricing, and we’re bringing it down. Energy’s way down. Gasoline is way down.” Over the past two weeks, a series of positive economic reports has shown that inflation is decreasing, with the White House highlighting the latest data while addressing cost-of-living concerns nationwide. According to a Politico poll conducted last month, Americans say they are finding that the costs of groceries, utilities, healthcare, housing, and transportation are too expensive. Trump has been fighting to reframe that, however, blaming Democrats under Biden for driving prices up. He said in the interview, conducted Friday, that “electricity is down. It’s way down.” “When the gasoline goes down, and when the oil and gas go down, the electricity comes down naturally,” he said. “But it’s all coming down. It’s all coming down. It’s coming beautifully.” Source: newsmax.com https://twitter.com/WarClandestine/status/2004696380531503505?s=20   the NG will have quick response troops on standby in every state, the FBI building is being moved to a new location, the war between Russia and Ukraine is coming to an end, and all of Trump's pieces will be in place. There seems to be a shift in attitude. I think we are passing into a different phase of the operation. The shadow war will eventually have to come to the surface. 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Mo News
2026 Mo News Predictions Special Edition

Mo News

Play Episode Listen Later Dec 29, 2025 51:08


Mo News' 2026 Predictions: – Politics: Trump's Future, Midterms/2028, Cabinet Survival, Mamdani, Pardons (04:00) – Overseas: Ukraine, Middle East, Venezuela (27:00) – Business: "Jobless Boom," AI, Warner Bros. Merger, Tariffs (35:50) – Entertainment/Sports: Taylor & Travis, Diddy/50 Cent, World Cup, Upcoming Movies (46:00) Thanks To Our Sponsors:  – LMNT⁠ - Free Sample Pack with any LMNT drink mix purchase –⁠ Industrious⁠ - Coworking office. 50% off day pass | Promo Code: MONEWS50 – Incogni - 60% off an annual plan| Promo Code: MONEWS – Factor Meals – 50% your first box plus free shipping | Promo Code: monews50off – Monarch - 50% off your first year | Promo Code: MONEWS

Mark Levin Podcast
12/26/25 - Understated Success: Trump's Unseen Achievements This Year

Mark Levin Podcast

Play Episode Listen Later Dec 27, 2025 117:25


On Friday's Mark Levin Show, WJNO's Brian Mudd fills in for Mark Levin. ISIS has been butchering Jews and Christians across the Middle East and beyond, and the world knows it. And when President Donald Trump says that if these terrorists keep spilling innocent blood he'll strike back—he means it. No double‑talk. No hesitation. Strength. Under Trump, Americans have seen lower taxes, a stronger economy, a secure border, peace instead of endless wars, the rollback of DEI mandates, and an end to radical policies targeting children. These are facts, not fantasy. Millions of Americans are grateful for it. In addition, Affordability? Americans are better off today than they were in 2020. Tariffs, deportations, and job growth have put real money back into the pockets of working people. Is the country perfect? Of course not. People are struggling. But the nation is rising—economically, structurally, confidently. Growth averaging 4% in Trump's first year is no accident. It's leadership. The media, corrupt, hypocritical, ideologically driven, pretends none of this is happening. They distort, they smear, and they distract, but the American people see through it. That's why the left keeps losing support. Reality has a way of breaking through the noise. If any of Trump's accomplishments have touched your life, your family, your wallet, your safety—then this is your moment. This is your year. Learn more about your ad choices. Visit podcastchoices.com/adchoices