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Another week, another bad news.

It seems like Trump tariffs are making U.S. consumers worried about inflation. Make America Great Again (MAGA) sounds like Make America Prices High Again now.

In this week’s Meme of the Week, I looked into the impact of U.S. tariffs on inflation and how the Fed is creating another dejavu again, using the word ‘transitionary’.

Moving on, here are the news that shocked the world…

Alphabet $GOOGL ( ▲ 0.73% ) : Fresh after Gemini Robotics, Google announced that is acquiring Wiz, a cloud security startup, for US$32 billion in an all-CASH deal [Read More]

PepsiCo $PEP ( ▼ 1.16% ) : PepsiCo is buying the prebiotic soda brand, Poppi for US$2 billion as it wants to compete against Coca-Cola’s recent prebiotic brand of SimplyPop [Read More]

Klarna x Walmart $WMT ( ▲ 0.47% ) : Klarna has just become Walmart’s exclusive Buy Noy Pay Later provider. Oh, and it’s trying to list in the U.S. too [Read More]

Nvidia $NVDA ( ▼ 0.7% )  : Nvidia is launching two new AI chips - Blackwell Ultra and Rubin AI - that will start shipping at the second half of 2025 [Read More]

Ben & Jerry $UL ( ▼ 0.98% )  : Unilever, the parent company of Ben & Jerry, has just fired its CEO, David Stever for ‘political activism’ as he criticised Trump. [Read More]

Today’s Fastest Growing Company Might Surprise You

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Here are the news covering the Asia market…

Geely: Geely reported record financial results for 2024, with revenue and profit increasing by 34% and 213% respectively [Read More]

Sembcorp: Sembcorp has divested its subsidiary, Sembcorp Environment to SBT Investment for SG$405 million [Read More]

ST Engineering: ST Engineering is targeting a revenue of SG$17 billion by 2029, driven by its aerospace, defence and public security, and urban solutions segments [Read More]

Keppel: Keppel Infrastructure Trust completed the sale of its 50% stake in Philippine Coastal Storage & Pipeline Corporation for about SG$300 million [Read More]

Sin Heng: The executive directors, CEO, and United Hope are aiming to bring Sin Heng Heavy Machinery private at a price of 58 sen per share [Read More]

See below for our handpicked analyst reports:

4.9% - that’s how much consumers in the U.S. are expecting inflation to increase in 2025. And it’s all due to Trump’s tariffs.

Tariffs on imports raise prices for Americans. Importers in the U.S. have to pay a higher price to import products from overseas.

And the countries that Donald Trump is slapping tariffs on are the biggest contributors to U.S. imports

1. Mexico: 15.2% of total U.S. imports

2. China: 14.5%

3. Canada: 13.6%

On 20 March 2025, something eerie and spooky happened. Federal Reserve chairman, Jerome Powell, said the ‘transitionary’ word during the press conference.

If you remember, back in 2021, he used the same exact word to describe inflation in the U.S. He told the markets that inflation would just be high for a while, and then, it would go back to normal.

We all know what happened after that.

Is this a repeat of 2021? The Fed has said that the tariffs will only raise prices temporarily for the year 2025, and then inflation will go back down.

But that does not seem like what the U.S. consumers are expecting. If anything, they see that this could possibly lead to a recession as they prepare to cut their spending.

• U.S. consumer sentiment index has declined to 57.9 in March 2025 from 74.0 in December 2025

• Recession probability rose to 36% in February 2025 from 28% in January 2025.

Who isn’t afraid of Trump tariffs? Almost everyone is.

But how afraid should we be? That’s where I needed some expert advice on this.

When news broke on the Fed bringing back the word ‘transitionary’ to describe inflation, I hopped on over to Seeking Alpha to read what are the latest views on interest rates and inflation.

In the ‘Hot Themes - Analysis’ (no, this is not a ‘hot girls in your area’ advertisement) section, I found the latest analysis on interest rates

From the two articles, I learned that

1. The Federal Reserve (Fed) is uncertain about the impact of Trump’s policies in trade, immigration, fiscal policy and regulation.

2. The Fed thinks that the inflation impact from tariffs is temporary

3. It has revised economic growth downwards for the U.S. as a reflection of less consumer spending due to the tariffs

If you are interested in using the platform, use my affiliate link to jumpstart the process!

Hope the above is fruitful for you all!

Cheers,
James Yeo