JUST IN: 🇺🇸 US economy grew 3% in Q2, beating expectations.

— Watcher.Guru (@WatcherGuru) July 30, 2025

JUST IN: 🇺🇸 United States collected $28 billion in tariff revenue in July, the highest monthly total this year.

— Watcher.Guru (@WatcherGuru) July 29, 2025

And he'll now be hitting the ChiComs w small parcel Tariff on 4 million packages a year, possibly another $8-10 Billion a month?

bear2034 said:

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JUST IN: 🇺🇸 US economy grew 3% in Q2, beating expectations.

— Watcher.Guru (@WatcherGuru) July 30, 2025

JUST IN: 🇺🇸 United States collected $28 billion in tariff revenue in July, the highest monthly total this year.

— Watcher.Guru (@WatcherGuru) July 29, 2025

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The current growth is still lower than 2024 and 2023 which if memories are correct were Biden years which the Big Cheeto ***** about. Facts matter.

Copper collapsed today.

-16.8%

Great news in the GDP report.

SCOTTY B IS STARTING TO TALK SHIT!!!😎😂😂😂 pic.twitter.com/sS71Qb4JVA

— il Donaldo Trumpo (@PapiTrumpo) July 29, 2025

Go Scotty!

Hey Genius, want to tell the folks here:

1) The unstated fantastic news in today's report?
2) The great news for Q3 (hint: BBB)

BearNIt said:

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South Korea reaches a deal an$ the U.S. consumer gets a cost increase. Apparently the South Koreans have reached a deal for a 15 % tariff and will invest $350 billion dollars into the U.S. over 3.5 years. Whooooooo!
Wait a minute this sounds a lot like the EU and the Japan deals. If I remember correctly neither of those countries could follow through with the investments into the U.S. as indicated by their trade representatives.So besides the U.S. consumer paying more for goods they purchase what's the up side again?

https://www.politico.com/news/2025/07/30/us-south-korea-trade-agreement-00485888

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Japan has long been the largest source of foreign direct investment in the U.S., with cumulative FDI reaching $721 billion by 2023, according to the U.S. Bureau of Economic Analysis. Since Trump's first term began in 2017, significant investments include:

• Automotive Sector: Japanese automakers like Toyota, Honda, and Nissan have invested heavily in U.S. manufacturing. For example, Toyota committed $10 billion between 2017 and 2022 for new plants and upgrades in states like Alabama, Kentucky, and North Carolina, driven partly by Trump's trade policies encouraging domestic production. Honda and Nissan also expanded U.S. facilities, with investments in the range of $12 billion each for plants in Ohio and Tennessee.
• Technology and Electronics: Companies like Sony and Panasonic invested in U.S. tech hubs, with estimates of $510 billion in semiconductor and battery production facilities from 2017 to 2024.
• Other Sectors: Japanese firms invested in U.S. real estate, pharmaceuticals, and energy, with annual FDI flows averaging $5060 billion from 2017 to 2023, based on U.S. Department of Commerce data.

South Korea's FDI in the U.S. was approximately $115 billion by 2023, with annual flows averaging $10-15 billion from 2017 to 2023. South Korea's FDI in the U.S. has grown significantly, particularly in manufacturing, driven by companies like Hyundai, Samsung, and SK Hynix. Key investments include:

• Automotive Sector: Hyundai Motor Group invested heavily in U.S. production. In 2022, Hyundai announced a $5.5 billion electric vehicle (EV) plant in Georgia, followed by a $7.6 billion expansion for EV and battery production. In March 2025, Hyundai committed an additional $21 billion, including a $5.8 billion steel plant in Louisiana, praised by Trump.
• Semiconductors and Electronics: Samsung invested $17 billion in a chip factory in Texas (announced in 2021, under construction by 2025), and SK Hynix committed $15 billion for a semiconductor plant in Indiana, supported by U.S. subsidies under the CHIPS Act. Total semiconductor investments from South Korea are estimated at $3040 billion since 2017.
• Energy and Other Sectors: South Korea's public gas utility has a long-term commitment to purchase LNG from Louisiana, and companies like LG Chem invested $3 billion in battery production facilities in Ohio and Tennessee.

bear2034 said:

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BearNIt said:

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South Korea reaches a deal an$ the U.S. consumer gets a cost increase. Apparently the South Koreans have reached a deal for a 15 % tariff and will invest $350 billion dollars into the U.S. over 3.5 years. Whooooooo!
Wait a minute this sounds a lot like the EU and the Japan deals. If I remember correctly neither of those countries could follow through with the investments into the U.S. as indicated by their trade representatives.So besides the U.S. consumer paying more for goods they purchase what's the up side again?

https://www.politico.com/news/2025/07/30/us-south-korea-trade-agreement-00485888

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Japan has long been the largest source of foreign direct investment in the U.S., with cumulative FDI reaching $721 billion by 2023, according to the U.S. Bureau of Economic Analysis. Since Trump's first term began in 2017, significant investments include:

• Automotive Sector: Japanese automakers like Toyota, Honda, and Nissan have invested heavily in U.S. manufacturing. For example, Toyota committed $10 billion between 2017 and 2022 for new plants and upgrades in states like Alabama, Kentucky, and North Carolina, driven partly by Trump's trade policies encouraging domestic production. Honda and Nissan also expanded U.S. facilities, with investments in the range of $12 billion each for plants in Ohio and Tennessee.
• Technology and Electronics: Companies like Sony and Panasonic invested in U.S. tech hubs, with estimates of $510 billion in semiconductor and battery production facilities from 2017 to 2024.
• Other Sectors: Japanese firms invested in U.S. real estate, pharmaceuticals, and energy, with annual FDI flows averaging $5060 billion from 2017 to 2023, based on U.S. Department of Commerce data.

South Korea's FDI in the U.S. was approximately $115 billion by 2023, with annual flows averaging $10-15 billion from 2017 to 2023. South Korea's FDI in the U.S. has grown significantly, particularly in manufacturing, driven by companies like Hyundai, Samsung, and SK Hynix. Key investments include:

• Automotive Sector: Hyundai Motor Group invested heavily in U.S. production. In 2022, Hyundai announced a $5.5 billion electric vehicle (EV) plant in Georgia, followed by a $7.6 billion expansion for EV and battery production. In March 2025, Hyundai committed an additional $21 billion, including a $5.8 billion steel plant in Louisiana, praised by Trump.
• Semiconductors and Electronics: Samsung invested $17 billion in a chip factory in Texas (announced in 2021, under construction by 2025), and SK Hynix committed $15 billion for a semiconductor plant in Indiana, supported by U.S. subsidies under the CHIPS Act. Total semiconductor investments from South Korea are estimated at $3040 billion since 2017.
• Energy and Other Sectors: South Korea's public gas utility has a long-term commitment to purchase LNG from Louisiana, and companies like LG Chem invested $3 billion in battery production facilities in Ohio and Tennessee.

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This is what the Japanese are saying. Specifically, Japan's top trade negotiator, Ryosei Akazawa, stated that while the overall commitment is $550 billion, only a small portion, estimated at 1-2%, would be direct investment. He explained that the bulk of the funds would be deployed as loans and loan guarantees provided by Japanese financial institutions, such as the Japan Bank for International Cooperation (JBIC). Akazawa emphasized that Japan will collect interest payments for these loans and fees for the loan guarantees, stating that "For that part, Japan's just making money". Direct in vestment is 1-2% while the rest are loans.

Regarding the distribution of profits, Akazawa said he understands the U.S. side seeking a 90-10 split of returns, viewing it as a sign of their commitment to shouldering a large share of the contribution and risk. He also stressed that the final decision on profit sharing will rest with the private-sector companies involved in the investment projects. This statement counters the initial impression given by the White House, which suggested that the US would retain 90% of the profits from the investment.

With regard to the EU, there is no legally signed document that outlines the parameters of the deal. The $600 billion investment figure seems to be based on estimations of corporate spending plans and expressions of interest from European companies, rather than a legally binding guarantee from the EU as a public authority. The EU cannot dictate to private companies how and when they should spend their money. There are already some issues with the meaning of the parameters of the deal with regard to direct investment

With regard to South Korea there are some differences in interpretation regarding the investment details. US Commerce Secretary Howard Lutnick stated that 90% of the profits from these investments would go to the American people, while South Korean presidential adviser Kim Yong-beom indicated their understanding is that profits would be reinvested in the US. Mr. Kim also noted the structures for the fund haven't been specified and emphasized that "ambiguity is good".

So as you can see there is a lot of wiggle room regarding the specifics of the trade deals with these 3 countries as there are no signed agreements and there are differing interpretations regarding the amount and type of direct investment as well as the profit sharing. You would think that further talks would be needed to solidify the terms of the trade deals to prevent misinterpretation by all parties. Also, Congress has to sign off on the trade deals as they are tasked with approval of all trade deals.

I have other concerns regarding some of our domestic industries ie semiconductors, auto, ship building, biotech, and energy. As my old man used to say don't count your chickens before they hatch and right now it appears that all the U S. has are eggs. I would say let's see what the final signed agreements look like because those in the administration are never prone to over promising and under delivering.

After the elevated PCE report for June, the chances of a rate cut in September have now collapsed to 39.2%

THE ORANGE CRAP STAIN WILL NOT BE HAPPY!

CME FedWatch - CME Group

DiabloWags said:

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After the elevated PCE report for June, the chances of a rate cut in September have now collapsed to 39.2%

THE ORANGE CRAP STAIN WILL NOT BE HAPPY!

CME FedWatch - CME Group

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Those tariffs are really working out for the American consumer.

concordtom said:

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Did somebody say STAGFLATION???

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Yes, I did earlier this week.

DiabloWags said:

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After the elevated PCE report for June, the chances of a rate cut in September have now collapsed to 39.2%

THE ORANGE CRAP STAIN WILL NOT BE HAPPY!

CME FedWatch - CME Group

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Honest question because I literally do not remember. Were you this twisted up over the much higher Biden inflation?

dajo9 said:

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It turns out Trump has been faking high jobs numbers in previous reports. July came in at a weak 73k jobs, probably to be revised down in the future following Trump's pattern of fake headline numbers that are better than reality. June was revised down by 133k jobs and May was revised down by 125k jobs. Through the last 3 months Trump's weak economy has generated only 106k jobs.

President Biden averaged about 350k jobs per month, or about 1 million for every 3 month period.

NOTE - I have learned how to report economics from my magat friends.

As I type, S&P 500 futures are down 1% and the 10 year yield has dropped to 4.28%. Trump is probably right that Powell should have lowered interest rates - the economy is weak though the weakness is moving up from the bottom. The top end is still doing well and boosting the stock market and dining out. Corporate media, which is full of people at the top barely know how to look past the stock market anymore.

https://www.bls.gov/news.release/empsit.nr0.htm

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For context, Biden was president during the reopening of the economy from a pandemic that cost millions of Americans jobs.