Trump’s Tariffs Reignited, Taco Bell’s $5B Bet and Inflation Cools to 3%

Money Masters' Market Kickoff Week 44

October 27, 2025

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Dear Money Master,

Over the weekend, President Trump reignited trade tensions by slapping an extra 10% tariff on Canadian imports, a move that’s rattling markets already strained by slowing consumer demand. Meanwhile, inflation cooled slightly to 3%, giving the Fed space to consider another rate cut next week.

But beneath the shiny numbers, cracks are showing. AI investments by tech giants like Nvidia and Alphabet added a hefty 1.1% to U.S. GDP, masking real-world struggles for small businesses battling rising costs and weaker spending.

On the corporate front, the divide continues: Procter & Gamble and Intel beat expectations, Ford faces supply setbacks, and Deckers saw its stock plunge as tariffs cut into shoe sales. In tech, Airbus, Thales, and Leonardo joined forces to challenge Elon Musk’s Starlink, while Taco Bell is quietly brewing a new billion-dollar strategy, caffeine-fueled profits. ☕💰

📰 Your Daily Financial Digest - October 27th, 2025

🌍 Economics & Finance:

  1. Trump Slaps 10% Extra Tariff on Canadian Imports 🇺🇸
    President Trump announced a 10% hike on Canadian goods after accusing Ottawa of releasing a “fraudulent” Reagan ad. The move pushes most tariffs to around 45%, threatening trade friction under the USMCA. Read More

  2. Inflation Eases to 3% as Markets Eye Fed Rate Cut 📉
    The September CPI rose 0.3% month-over-month, slightly below forecasts. Softer inflation increases the odds of another Fed rate cut next week as policymakers aim to sustain growth without reigniting price pressures. Read More

  3. Taco Bell’s Live Más Café Targets $5B Drink Market ☕
    The brand’s new drink-focused model, with 30 outlets planned by year-end, features “bellristas” crafting beverages inside existing restaurants. It’s Yum! Brands’ latest move to diversify revenue beyond tacos and burritos. Read More

💻 Technology:

  1. Airbus, Thales & Leonardo Join Forces to Rival Starlink 🚀
    Europe’s aerospace giants announced a merger of their satellite divisions to form a space internet powerhouse employing 25,000 people. The venture targets multi-million euro synergies and aims to compete with SpaceX’s Starlink dominance. Read More

  2. Eleven Labs’ 30-Minute Pitch Turned $6.6B Voice AI Giant 🎙️
    Investor Carles Reina decided to back Eleven Labs after a single 30-minute meeting. Now valued at $6.6 billion, the AI voice startup’s tech is transforming audio generation across media and entertainment. Read More

  3. AI Spending Lifts GDP While Main Street Struggles 🤖
    AI giants like Nvidia and Alphabet added 1.1% to U.S. GDP in the first half of 2025, but small businesses face rising costs and weaker consumer demand under new tariffs. Read More

💹Earnings:

  1. Procter & Gamble Beats on Earnings, Maintains Outlook 🧴
    P&G posted Q1 earnings of $1.99 per share versus $1.90 expected, with revenue at $22.39B. Strong beauty and grooming demand offset tariff costs, and the company reaffirmed its full-year guidance. Read More

  2. Intel Revenue Tops Forecasts as PC Demand Rebounds 💻
    Intel’s Q3 sales hit $13.65B, beating expectations, driven by renewed demand for x86 processors. The company received $5.7B from the U.S. government tied to its investment deal and forecast steady Q4 results despite restructuring. Read More

  3. Ford Beats Q3 Estimates but Trims 2025 Outlook 🚗
    Ford topped profit estimates but lowered guidance after a supplier fire hit truck and SUV production. The automaker plans to add 1,000 U.S. workers next year as it boosts pickup output to offset supply disruptions. Read More

  4. Deckers Stock Falls on Lower Sales Outlook 👟
    Deckers, maker of Ugg and Hoka, cut sales forecasts as tariffs weaken consumer demand. Hoka’s growth slowed to the low teens, down from 24% a year ago, sending shares tumbling. Read More

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DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.