Trump keeps saying he’s ‘defeated’ inflation but coffee is 21% more expensive and groceries just had their largest non-pandemic jump in a decade

Barclays has observed that financial markets are experiencing a rally reminiscent of 2016, coinciding with the second year of Trump's presidency. This trend is significant as it suggests a renewed investor confidence and optimism in the economic policies being implemented, potentially leading to sustained growth and investment opportunities.

BofA's Hartnett has analyzed Trump's political strategy for 2026, suggesting that it could favor bonds while negatively impacting the dollar. This insight is significant as it highlights potential shifts in financial markets based on political developments, which could influence investor decisions and economic forecasts.

In its 25 years, MoneyWeek has navigated through significant challenges, including two major bear markets and a global pandemic. Alex Rankine reflects on the key trends and lessons learned during this turbulent period, highlighting how these experiences have shaped the financial landscape. Understanding these insights is crucial for investors and market watchers as they prepare for future uncertainties.

Novo Nordisk's shares have taken a hit following President Trump's announcement to reduce prices on obesity medications. This move is significant as it could impact the company's revenue and market position, raising concerns among investors about the future profitability of its popular weight-loss drugs.

A U.S. judge has ruled that the Trump administration must fully fund food aid benefits by Friday, a decision that could significantly impact millions of Americans relying on these essential resources. This ruling is crucial as it ensures that vulnerable populations continue to receive the support they need during challenging times, highlighting the ongoing debate over food security and government assistance.

China has begun efforts to relax its export regulations on rare earth materials, a move that falls short of the expectations set by former President Trump. This development is significant as rare earths are crucial for various high-tech industries, and easing restrictions could impact global supply chains and pricing. However, the limited scope of these changes suggests that the complexities of international trade and geopolitical tensions remain at play.

Swiss dairy farmers are facing a tough situation as a result of increased U.S. tariffs, which have led to an oversupply of milk. With the market affected, farmers are now contemplating drastic measures, including the possibility of slaughtering cows to manage the surplus. This situation highlights the broader impact of international trade policies on local agriculture, raising concerns about food security and the livelihoods of farmers.

After recent Democratic victories in New York, Virginia, and New Jersey, President Trump is facing mounting pressure from Republicans to prioritize economic affordability. This shift in political dynamics highlights the growing concerns among voters about the economy, which could impact Trump's agenda moving forward. It's a crucial moment that underscores the importance of addressing economic issues to regain public support.