According to @KobeissiLetter, the White House says President Trump is signing an executive order to reduce tariffs on beef, tomatoes, coffee, and bananas to lower grocery costs amid persistent food inflation (source: @KobeissiLetter). Lower import tariffs on coffee and bananas—products the U.S. largely imports—can reduce imported food costs and potentially trim the food-at-home CPI component, which holds a meaningful weight in headline CPI, if savings are passed to consumers (sources: USDA Economic Research Service; U.S. Bureau of Labor Statistics). Any moderation in food inflation would support expectations for easier Federal Reserve policy given FOMC guidance that policy depends on inflation progress, typically pressuring real yields and the U.S. dollar—conditions that have historically supported risk assets including BTC and ETH (sources: Federal Reserve FOMC; CME FedWatch). Near-term trading watch: ICE Coffee (KC), CME Live Cattle (LE), major grocery retailers (WMT, COST, KR), BRL and COP for key coffee exporters, alongside DXY, UST 2Y/10Y, and BTC/ETH spot and perpetual funding for positioning shifts on tariff headlines (sources: ICE; CME Group; USDA ERS). Note that tariff pass-through to retail prices is often partial and lagged, suggesting the CPI impact could be smaller than headlines imply (source: U.S. International Trade Commission).

According to @DowdEdward, a Nov 13, 2025 X post highlights four stress points—expensive food, disappearing jobs, unattainable home ownership, and rampant crime—implying rapid change (source: @DowdEdward on X). Verified data context: Food prices remain above pre‑pandemic levels even as YoY inflation has cooled (source: U.S. Bureau of Labor Statistics, CPI food index). Labor-market momentum has eased as job openings fell from 2022 highs and payroll growth moderated (source: U.S. Bureau of Labor Statistics, JOLTS and nonfarm payrolls). Housing affordability is near multi‑decade lows given elevated mortgage rates and high home prices (source: Freddie Mac Primary Mortgage Market Survey; National Association of Realtors Housing Affordability Index; S&P CoreLogic Case‑Shiller). Crime trends are mixed, with violent crime lower in early 2024 versus 2023 at the national level (source: FBI Uniform Crime Reports). Trading implications: Sticky essentials and weak housing support higher-for-longer real yields and a firm USD—conditions that have historically pressured BTC and high‑beta crypto during tightening phases (source: Kaiko Research 2024; Coin Metrics correlation studies; Federal Reserve Economic Data for real yields; ICE Data Indices for DXY). Conversely, growth rollover and policy easing or balance‑sheet expansion have historically lifted BTC and ETH via liquidity channels (source: Federal Reserve balance‑sheet data; Coin Metrics BTC/ETH price history). Key signals to watch: 10Y TIPS real yield, DXY trend, BLS NFP/JOLTS prints, 30‑year mortgage rate, and FBI crime updates for consumer sentiment impact (source: Federal Reserve Economic Data; ICE Data Indices; U.S. Bureau of Labor Statistics; Freddie Mac; FBI).