West Ham Online

There. Resident WHO political commentators and gurus can knock yourselves out in here and conduct your endless bickering. All other threads will be locked.

Nutsin wrote: ↑03 Jun 2025, 18:10 Looks like Ford is doing nicely.

https://www.cnbc.com/amp/2025/06/03/for ... riffs.html


I also read that Starmer wants to increase spending on defending the UK from a Russian attack, cսnt can’t stop a dinghy ffs.

meanwhile Trumps border policies are a major success, border crossings way down, Fetanyl seizures way down crime collapsing as are Fetanyl associated deaths, won’t be long before rents and housing prices drop with the increase in inventory. Good eh!


 

Looks like Ford is doing nicely.

https://www.cnbc.com/amp/2025/06/03/for ... riffs.html


I also read that Starmer wants to increase spending on defending the UK from a Russian attack, cսnt can’t stop a dinghy ffs.

meanwhile Trumps border policies are a major success, border crossings way down, Fetanyl seizures way down crime collapsing as are Fetanyl associated deaths, won’t be long before rents and housing prices drop with the increase in inventory. Good eh!

 

Nutsin wrote: ↑03 Jun 2025, 00:44

goose wrote: ↑02 Jun 2025, 21:56

Nutsin wrote: ↑02 Jun 2025, 21:51

And yet looking back over the last 3 months inflation is down.

i have said it will take time for new manufacturing jobs to filter through as new plants and factories need to be established. Nobody with half a brain expects manufacturing jobs to show up immediately ffs!

Actually inflation ticked back up month on month in April.
It went down prior to April, and guess what? There were no tariffs then. Funny that.

Probably best you don’t make all these claims about tariffs bringing manufacturing back to the US then? As the opposite is currently happening.

Yeah the ISM numbers were so bad and matter so much that the stock market ignored it. The Dow Jones, S&P and Nasdaq all finished the day in the green.

Nothing burger! 

Dumb ass!

goose wrote: ↑02 Jun 2025, 21:56

Nutsin wrote: ↑02 Jun 2025, 21:51

goose wrote: ↑02 Jun 2025, 21:22

you talk of sample size then focus on one part of the country. why ignore philadelphia?

as i said, ISM is widely recognised and widely referred to.
it was also published today and has told a consistent narrative for the past 3 months.
you can chose to ignore it and keep talking about what's going to happen but these are actual costs baked into the supply chains.
you keep saying how manufacturing is going to boom, but in fact the opposite is happening because of tariffs.

speaking of which, i see Trump has extended his tariff pause on some chinese goods.

TACO

And yet looking back over the last 3 months inflation is down.

i have said it will take time for new manufacturing jobs to filter through as new plants and factories need to be established. Nobody with half a brain expects manufacturing jobs to show up immediately ffs!

Actually inflation ticked back up month on month in April.
It went down prior to April, and guess what? There were no tariffs then. Funny that.

Probably best you don’t make all these claims about tariffs bringing manufacturing back to the US then? As the opposite is currently happening.

Taco? Hmm righto

 

The tariffs are clearly having the desired effect Trump intended, in getting more fair trade and boosting industries on US soil. You can argue for outsourcing jobs for cheap labour, but the reliance on other countries creates a weakness and denies jobs in the US. It's going to get increasingly difficult to deny it over time, as people in the US  become better off.

The US MSM championed a geriatric cancer ridden clown as an economic genius despite investment in the US crumbling, and are now desperately trying to project Trump as the fool for bullying companies to invest again.

As the tide turns, these propaganda 'news' outlets are going to crumble under the weight of their own lies. Like the blatant hypocrisy in trying to make Musk a Nazi, for doing the same gesture they have refused to acknowledge Cory Booker has just done.

Nutsin wrote: ↑02 Jun 2025, 21:51

goose wrote: ↑02 Jun 2025, 21:22

Nutsin wrote: ↑02 Jun 2025, 21:16

If you want the real time data you would look at the Atlanta Fed GDPnow data, that was just revised upwards.


ISM uses a small sample size, if you want something more accurate you want something more broad based.

Poor Goose.

you talk of sample size then focus on one part of the country. why ignore philadelphia?

as i said, ISM is widely recognised and widely referred to.
it was also published today and has told a consistent narrative for the past 3 months.
you can chose to ignore it and keep talking about what's going to happen but these are actual costs baked into the supply chains.
you keep saying how manufacturing is going to boom, but in fact the opposite is happening because of tariffs.

speaking of which, i see Trump has extended his tariff pause on some chinese goods.

TACO

And yet looking back over the last 3 months inflation is down.

i have said it will take time for new manufacturing jobs to filter through as new plants and factories need to be established. Nobody with half a brain expects manufacturing jobs to show up immediately ffs!

goose wrote: ↑02 Jun 2025, 21:22

Nutsin wrote: ↑02 Jun 2025, 21:16

goose wrote: ↑02 Jun 2025, 20:57

not really as its calculated using interest rate spreads. if you wanna take that data it still tells you that inflation wont come below the 2% target. the 10 year breakeven rate is 2.4%.

the FED themselves have upped the f/c from 2.5% to 2.7%.

for the here and now i'd prefer real live, real time data of what manufacturers are seeing.
there are real life examples all over Walmart of big markups on toys, office supplies, heating pads etc etc.

If you want the real time data you would look at the Atlanta Fed GDPnow data, that was just revised upwards.


ISM uses a small sample size, if you want something more accurate you want something more broad based.

Poor Goose.

you talk of sample size then focus on one part of the country. why ignore philadelphia?

as i said, ISM is widely recognised and widely referred to.
it was also published today and has told a consistent narrative for the past 3 months.
you can chose to ignore it and keep talking about what's going to happen but these are actual costs baked into the supply chains.
you keep saying how manufacturing is going to boom, but in fact the opposite is happening because of tariffs.

speaking of which, i see Trump has extended his tariff pause on some chinese goods.

TACO

Nutsin wrote: ↑02 Jun 2025, 21:16

goose wrote: ↑02 Jun 2025, 20:57

Nutsin wrote: ↑02 Jun 2025, 20:39

 

If you want a leading indicator for inflation you would want to use this. It’s more accurate.

https://fred.stlouisfed.org/series/T5YIFR

Hope this helps.

not really as its calculated using interest rate spreads. if you wanna take that data it still tells you that inflation wont come below the 2% target. the 10 year breakeven rate is 2.4%.

the FED themselves have upped the f/c from 2.5% to 2.7%.

for the here and now i'd prefer real live, real time data of what manufacturers are seeing.
there are real life examples all over Walmart of big markups on toys, office supplies, heating pads etc etc.

If you want the real time data you would look at the Atlanta Fed GDPnow data, that was just revised upwards.


ISM uses a small sample size, if you want something more accurate you want something more broad based.

Poor Goose.

goose wrote: ↑02 Jun 2025, 20:57

Nutsin wrote: ↑02 Jun 2025, 20:39

goose wrote: ↑02 Jun 2025, 20:31

errrmmm your hero Mr Trump brought up the ridiculous idea of making iphones in the US. He chose to use it as an example, all i'm doing is pointing out how ridiculous the idea is.

ISM is widely recognised as a warning sign of inflation. It spiked late 2020 and early 2021 as a signal of cost pressures. Are you saying its wrong?

The only area i've picked is COGS inflation driven by tariffs - which the ISM data is showing.
Same story from Walmart, Target, Macy's, Adidas, Microsoft, Nike etc etc.
Do you think they sound silly too?

 

If you want a leading indicator for inflation you would want to use this. It’s more accurate.

https://fred.stlouisfed.org/series/T5YIFR

Hope this helps.

not really as its calculated using interest rate spreads. if you wanna take that data it still tells you that inflation wont come below the 2% target. the 10 year breakeven rate is 2.4%.

the FED themselves have upped the f/c from 2.5% to 2.7%.

for the here and now i'd prefer real live, real time data of what manufacturers are seeing.
there are real life examples all over Walmart of big markups on toys, office supplies, heating pads etc etc.

Nutsin wrote: ↑02 Jun 2025, 20:39

goose wrote: ↑02 Jun 2025, 20:31

Nutsin wrote: ↑02 Jun 2025, 20:19

You’re the one picking one area all the time.

eg: I phones being made in the USA.

 Ow it’s the ISM numbers, 

Hopefully
now you realize just how silly you sound. 

although I doubt it.

errrmmm your hero Mr Trump brought up the ridiculous idea of making iphones in the US. He chose to use it as an example, all i'm doing is pointing out how ridiculous the idea is.

ISM is widely recognised as a warning sign of inflation. It spiked late 2020 and early 2021 as a signal of cost pressures. Are you saying its wrong?

The only area i've picked is COGS inflation driven by tariffs - which the ISM data is showing.
Same story from Walmart, Target, Macy's, Adidas, Microsoft, Nike etc etc.
Do you think they sound silly too?

 

If you want a leading indicator for inflation you would want to use this. It’s more accurate.

https://fred.stlouisfed.org/series/T5YIFR

Hope this helps.

goose wrote: ↑02 Jun 2025, 20:31

Nutsin wrote: ↑02 Jun 2025, 20:19

goose wrote: ↑02 Jun 2025, 19:57 Philadelphia revised theirs down from 2.1% to 1.5%. Not so good eh?

You can pick one area of you like, but the full year FOMC fcast is for 1.7% growth, revised down from 2.1% previously.

You’re the one picking one area all the time.

eg: I phones being made in the USA.

 Ow it’s the ISM numbers, 

Hopefully
now you realize just how silly you sound. 

although I doubt it.

errrmmm your hero Mr Trump brought up the ridiculous idea of making iphones in the US. He chose to use it as an example, all i'm doing is pointing out how ridiculous the idea is.

ISM is widely recognised as a warning sign of inflation. It spiked late 2020 and early 2021 as a signal of cost pressures. Are you saying its wrong?

The only area i've picked is COGS inflation driven by tariffs - which the ISM data is showing.
Same story from Walmart, Target, Macy's, Adidas, Microsoft, Nike etc etc.
Do you think they sound silly too?

 

Nutsin wrote: ↑02 Jun 2025, 20:19

goose wrote: ↑02 Jun 2025, 19:57 Philadelphia revised theirs down from 2.1% to 1.5%. Not so good eh?

You can pick one area of you like, but the full year FOMC fcast is for 1.7% growth, revised down from 2.1% previously.

You’re the one picking one area all the time.

eg: I phones being made in the USA.

 Ow it’s the ISM numbers, 

Hopefully
now you realize just how silly you sound. 

although I doubt it.

goose wrote: ↑02 Jun 2025, 19:57 Philadelphia revised theirs down from 2.1% to 1.5%. Not so good eh?

You can pick one area of you like, but the full year FOMC fcast is for 1.7% growth, revised down from 2.1% previously.

Philadelphia revised theirs down from 2.1% to 1.5%. Not so good eh?

You can pick one area of you like, but the full year FOMC fcast is for 1.7% growth, revised down from 2.1% previously.

Atlanta Fed has increased its GDPNow forecast for Q2 2025 from 3.87% to 4.6% good eh!

Nutsin wrote: ↑02 Jun 2025, 18:52 Inflation at 4 years low, close to Feds 2% target rate. finally seeing wage growth, something we haven’t seen for years. Over $10 trillion of new investments into US since Trump took office. Jobs market strong in the private sector, which is what you want to see. Trade deficits slashed. Billions being generated each month in Tariff revenues….. Big beautiful new bill about to send economic growth into the stratosphere. The rebirth of the US steel industry and Ship building industry. US auto manufacturers expanding. Illegal immigration and their drain on US resources being handled appropriately. 


so where is all this Stagflation you were talking bollocks about Goose?



 

Inflation at 4 years low, close to Feds 2% target rate. finally seeing wage growth, something we haven’t seen for years. Over $10 trillion of new investments into US since Trump took office. Jobs market strong in the private sector, which is what you want to see. Trade deficits slashed. Billions being generated each month in Tariff revenues….. Big beautiful new bill about to send economic growth into the stratosphere. The rebirth of the US steel industry and Ship building industry. US auto manufacturers expanding. Illegal immigration and their drain on US resources being handled appropriately. 


so where is all this Stagflation you were talking bollocks about Goose?

 

Latest US manufacturing info was published today:

 - Input prices continued to rise, they are at their highest point since summer 2022.
 - Output declined for the second month in a row
 - Employed decreased for 3rd month in a row

Nutsin wrote: ↑02 Jun 2025, 07:12 Gotta love the Poles!

Gotta love the Poles!

Fauxstralian wrote: ↑01 Jun 2025, 11:30 Not sure looking back on Presidents away with the fairies is the best idea
Especially after the terms of George W Bush & 4 1/2 years of Donald Trump

Classy remarks from Trump saying he has no sympathy with Biden for being diagnosed with cancer
Probably still a bit upset that Elon Junkie has binned him off

SMASH THE GANGS

I always thought Reagan was used as a glove puppet by someone.

Sven.

Think there's a difference in acting/talking like a cսnt and being medically unfit for office whilst the powerful people around you went along with what could turn out to be a massive farce. Someone was making the big decisions and evidence is growing that it wasn't always the president(Biden).