Tariffs Push Inflation Higher NOW | Axel Merk
Tariffs are back, and Axel Merk says they’re already pushing prices up. We chat about how higher import costs show up in inflation, what the Fed might do, and how Axel is using cash, bonds, and gold to stay ready.
#Inflation #Tariffs #AxelMerk #federalreserve
-----------
Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver
------------
👨💼 Guest: Axel Merk, President & CIO
🏢 Company: Merk Investments
🌎 https://www.merkinvestments.com/
𝕏 @axelmerk
📅 Recording date: July 15th, 2025
-------------------
📆 Save the Date 📆
DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com
FREE Registration for Investors!
---------------------
📰 Up-to-Date Commodity Prices & Commentary 📰
👉 Clear Commodity Network 👈
🌎 https://clearcommodity.net/ 🌎
►► Follow Us! ◄◄
Twitter: http://twitter.com/soarfinancial
Website: http://www.soarfinancial.com/
Timestamps (AI generated)
00:00 Intro & disclosures
01:12 Tariffs back: what’s changed since 2018
02:57 Inflation beat: inside the June CPI print
04:30 How tariffs feed into CPI & import prices
07:24 Strategic minerals & reshoring incentives
09:51 Tariffs, money flows & bond yields
14:06 Tariffs vs. incentives growth, lobbyists & policy clarity
18:29 AI boom, structural growth & higher long-term rates
21:24 Fed independence under political pressure
24:10 Who succeeds Powell? Kevin Warsh and other scenarios
27:00 Gold, critical minerals & U.S. industrial policy
28:55 Final takeaways & where to follow Axel
**Disclaimer:**
Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links!
Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.
Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).
Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.
#Tariffs #Inflation #CPI #AxelMerk #Fed #BondYields #Gold #MacroInvesting #SoarFinancially #Stagflation #Rates #USDollar #Commodities #MarketOutlook #economicpolicy