⁠The All-In Podcast
Trump🇺🇸 vs The Federal Reserve🏦

On E227, the besties debated if the Federal Reserve was acting politically by holding off on rate cuts, or if its "wait and see" approach was warranted given tariff uncertainty.

According to Polymarket, "No change" is the most likely outcome for the next three Fed decisions:

-- 90% chance of "No change" in June

-- 72% chance of "No change" in July

-- 52% chance of "No change" in September

Why do you think the Fed is holding off on rate cuts?
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⁠Wall St Engine
HARLEY-DAVIDSON CUTS TARIFF IMPACT ESTIMATE:

After the U.S.-China deal, $HOG now sees $45M in tariff savings, lowering its 2025 China tariff hit to $30–$55M. If 30% tariffs hold through year-end, that drops to $10–$35M. HDFS deal also progressing, with updates expected next Qtr.
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⁠Wall St Engine
$UBER JUST HIT A NEW RECORD HIGH. https://t.co/8NFAbMRcDv
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⁠Wall St Engine
FCC TO INVESTIGATE ECHOSTAR’S $SATS COMPLIANCE WITH REQUIREMENTS TO BUILD A NATIONWIDE 5G NETWORK - WSJ
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⁠Investing visuals
Show this to anyone who hasn't started investing yet. https://t.co/FA1Nw7WL7X
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⁠Wall St Engine
U.S. posts a $258.4B budget surplus in April, slightly above expectations. Customs duties jumped 130% y/y to $16B amid new tariffs. Fiscal YTD deficit now stands at $1.05T vs. $855B this time last year. April receipts hit $850B, outlays $592B. https://t.co/o2fpiisBYh
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⁠Wall St Engine
U.S. BANKS REPORT DROP IN DEMAND FOR C&I LOANS IN Q1, WEAKEST FOR LARGE FIRMS SINCE Q3 IN A REVERSAL OF Q4 STRENGTH -- FED SURVEY
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⁠Wall St Engine
The GOP’s new tax bill would end the EV tax credit early and add a $10K auto loan interest deduction. It also raises the debt ceiling by $4T, boosts deductions for seniors, and exempts tips and OT pay from taxes through 2028.
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⁠Wall St Engine
TAX BILL OMITS TRUMP PROPOSAL FOR MILLIONAIRE TAX BRACKET
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⁠Wall St Engine
Apple $AAPL is bringing an AI-powered battery optimization mode to iOS 19 this fall, aimed at boosting battery life by learning user behavior. It’s especially built to support the thinner iPhone 17 Air, which will have a smaller battery. Feature will roll out to all iPhones with iOS 19. (Bloomberg)
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⁠Wall St Engine
Fed's Goolsbee: Tariffs Will Still Have Stagflationary Impluse; Temp Nature Of Deal Would Weigh On The Economy - NYT
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⁠Wall St Engine
US MULLS LARGE CHIP SALE TO EMIRATI AI FIRM G42: NYT
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⁠Wall St Engine
RT @wallstengine: Lilly’s $LLY Zepbound outperformed $NVOs's Wegovy in the full SURMOUNT-5 trial, delivering 47% greater weight loss (20.2% vs 13.7%) and sharper waist reduction. https://t.co/1nvDJ2axbu
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