Trump was right - Inflation unmoved, debunking the media's tariff hysteria
Inflation drops and the economy doesn't seem to be falling apart as Trump critics predicted...
Hello Capitalists,
Here’s everything you need to be following today:
Jerome Powell’s headaches just got worse as CPI numbers once again don’t show surging “tariff based inflation.”
Trump revels in the billions raised from Tariffs.
Ethereum ETF’s beats Bitcoin ETF’s with record breaking buying.
Circle just dropped an absolutely insane profit jump in their first earnings.
Today’s markets:
DOW: 44434.33 - (⬆️1.04%) ✅
S&P: 6428.17 - (⬆️0.86%) ✅
NASDAQ: 21591.07 - (⬆️0.96%) ✅
CBOE VIX Volatility Index: $14.88 (⬇️8.43%) ⚠️⬇️
Inflation stays flat on CPI, up 0.02% on Core CPI and the markets don’t care
The rate at which all consumer prices rise (CPI) in the U.S. held steady at 2.7% for July the same rate as in June which was below expectations. Core CPI rose 0.2% from June to July, slightly above expectations.
The Consumer Price Index (CPI) stayed flat from June to in July 2025, with a year-over-year increase of 2.7%, slightly below the Dow Jones estimate of 2.8%.
Core CPI, which excludes food and energy prices, increased 0.2% monthly and 3.1% annually, compared to forecasts of 0.3% and 3%, driven largely by a 0.2% rise in shelter costs.
Tariff impacts were modest, with household furnishings up 0.7% and apparel up 0.1%, while food prices remained flat and energy prices fell 1.1%.
Markets brushed off the 0.02% rise in Core CPI surging more than .5% across all three of the big exchanges.
Federal Reserve officials are closely monitoring inflation as they consider a potential interest rate cut in September, with futures markets indicating strong expectations for a reduction.
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Trump hails “beautiful” tariff windfall that numbers in the tens of Billions
President Donald Trump hailed a record-breaking billion dollar tariff revenues collected in July, calling the surge in excess cash flow "beautiful" during a White House briefing, as he credited his trade policies for boosting the U.S. economy.
Record Tariff Revenues: The U.S. collected $29 billion in tariff revenues in July 2025, marking the highest monthly total for the year and contributing to a cumulative $154 billion, according to the Treasury Department.
Trump’s Trade Policy Success: President Trump attributed a $25 billion spike in excess funds to his administration’s tariffs on imported goods.
Economic Impact: Trump claimed the tariff revenues are significantly benefiting the U.S. economy, with hundreds of billions of dollars flowing in due to his trade strategies.
Tariff Implementation Timeline: The tariffs, which took effect on August 7, 2025, after a delay from the original August 1 deadline, allowed U.S. Customs and Border Protection additional preparation time.
Revenue Growth Trend: Tariff collections rose steadily from $17.4 billion in April to $23.9 billion in May, reaching $29 billion in June, reflecting a consistent upward trend.
Ethereum breaks records with $1Billion of inflows, outperforms Bitcoin
U.S. spot Ether exchange-traded funds (ETFs) recorded a historic $1 billion in daily inflows for the first time on August 11, 2025, signaling robust investor enthusiasm for Ethereum-based assets amid a broader cryptocurrency market rally.
Record Inflows: U.S. spot Ether ETFs achieved the milestone of $1 billion in daily inflows on August 11, 2025, marking the first time reaching this level since their launch in July 2024.
Market Context: The surge coincided with a Tuesday pre-market rally in Ethereum's price, which reached $4,425, driven by strong investor confidence.
Comparative Performance: Ether ETFs outperformed bitcoin ETFs, which saw $431 million in net sales on the same day, highlighting a possible shift in investor preference toward Ethereum-based products.
Institutional Interest: Growing institutional adoption, evidenced by significant ETF inflows and Harvard's disclosure of a $116 million bitcoin ETF holding, underscores increasing mainstream acceptance of cryptocurrencies.
Market Dynamics: The rally is supported by optimism around potential regulatory clarity and macro conditions, though analysts warn of possible volatility ahead due to 97% of Ethereum addresses being in profit, which could trigger sell-offs as people realize their paper gains.
Stablecoin company Circle’s profits rise by 53% after skyrocketing IPO
Circle Internet Group, the issuer of the USDC stablecoin, reported a 53% revenue surge to $658.1 million in its first quarterly earnings as a public company.
Circle Internet Group (NYSE: CRCL) reported a 53% revenue increase to $658.1 million in Q2 2025, up from $430 million the previous year, fueled by strong growth in its USDC stablecoin.
The company posted a net loss of $482.1 million, or $4.48 per share, compared to a $32.9 million profit the prior year, primarily due to $424 million in stock-based compensation and $167 million in convertible debt adjustments tied to its June 2025 IPO.
USDC circulation grew 90% year-over-year to $61.3 billion, capturing about 26% of the dollar-backed stablecoin market, trailing Tether’s USDT, which holds a 67% share.
Circle’s stock rose over 7% in premarket trading following the earnings release, reflecting investor optimism about its revenue growth and stablecoin market position.
The company issued guidance projecting $75 million to $85 million in other revenue for the remainder of 2025, with adjusted operating expenses expected to range between $475 million and $490 million.
Peter Thiel’s crypto exchange just upped its IPO valuation to nearly $5Billion
Bullish, a cryptocurrency exchange backed by billionaire Peter Thiel, increased the size of its initial public offering on Monday, as it seeks to capitalize on surging investor interest in digital assets amid a favorable regulatory shift under the Trump administration.
IPO Expansion: Bullish, a Peter Thiel-backed cryptocurrency exchange, raised the size of its U.S. initial public offering, aiming for a valuation of up to $4.23 billion, according to a filing on Monday.
Market Momentum: The move comes as the crypto market sees renewed enthusiasm, with Bitcoin surpassing $100,000 and the total crypto market reaching $3.15 trillion, driven by a more crypto-friendly stance from the Trump administration.
Previous Attempt: Bullish previously attempted to go public in 2021 via a SPAC deal, but it collapsed in 2022 due to declining tech valuations and rising U.S. interest rates.
Leadership and Backing: Led by CEO Tom Farley, former NYSE Group president, Bullish is supported by prominent investors like Thiel and Richard Li, and operates as a subsidiary of Block.one, managing about $10 billion in assets.
Industry Trend: Bullish joins other crypto firms like Circle and Gemini in pursuing IPOs, fueled by recent successes such as Circle’s $1.1 billion raise and 168% stock surge on its debut, reflecting growing mainstream acceptance of digital assets.
Amazon backed “Claude” Ai guns for Federal contracts with wild price
Anthropic, backed by Amazon, announced Tuesday it will provide its Claude AI chatbot to U.S. government agencies for $1, joining OpenAI and Google in offering low-cost AI solutions to secure federal contracts and bolster national AI leadership.
The move follows OpenAI and Google’s inclusion on the government’s approved AI vendor list, with OpenAI also offering ChatGPT Enterprise for $1 per agency for a year.
Anthropic’s CEO, Dario Amodei, emphasized the need for government access to secure and capable AI tools to maintain U.S. leadership in AI.
The offer comes amid growing competition among AI startups, with Anthropic positioning Claude as a safe and reliable option for federal use.
This strategic pricing aligns with industry trends, as AI firms seek to expand influence in government applications through cost-effective deals.
Well then why are prices so much more expensive?
Inflation isn't a problem? Tell that to my oil bill, Tell it to my credit card. Tell it to my grocery cart.