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- Job Growth Stalls Amid Tariff Fears
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Welcome to the Bean Breakdown. Have a great week!
HEADLINES
What You Need To Know
President Trump granted temporary tariff exemptions for Canadian and Mexican goods under the USMCA until April 2, covering 50% of Mexican imports and 38% of Canadian imports. Trump plans to impose reciprocal tariffs on nations taxing U.S. goods starting April 2. Mexico’s President Sheinbaum is pushing for an exemption, while Canada’s Prime Minister Trudeau wants all tariffs removed. Meanwhile, China remains defiant, warning it’s prepared to fight “any type of war” over U.S. trade policies. Markets remain on edge.
Walgreens is going private in a $10 billion deal with Sycamore Partners, ending its nearly century-long run as a public company. Sycamore will pay $11.45 per share, with potential future payouts bringing the total deal value to $23.7 billion. The move comes as Walgreens struggles with declining market share, weak consumer spending, and a failed push into healthcare. CEO Tim Wentworth said the shift to private ownership will help accelerate the company’s turnaround. Walgreens will keep its Chicago headquarters, with the deal expected to close in Q4. Shares jumped 5% in after-hours trading.
President Trump signed an executive order creating a U.S. Strategic Bitcoin Reserve, marking a major policy shift. The reserve will be funded with bitcoin seized in criminal and civil cases, ensuring no taxpayer cost. The order also mandates an audit of U.S. digital asset holdings and bans selling bitcoin from the reserve. Additionally, a U.S. Digital Asset Stockpile, managed by the Treasury, will hold other confiscated cryptocurrencies.
Private sector job growth slowed sharply in February, with companies adding just 77,000 jobs—far below January’s revised 186,000 and the 148,000 expected. This marks the weakest gain since July, raising concerns about a potential economic slowdown. ADP data showed wages rising 4.7% annually, unchanged from January. Chief economist Nela Richardson cited policy uncertainty and weaker consumer spending as possible reasons for hiring hesitancy. Markets reacted with stock futures losing momentum and mixed Treasury yields. Rising fears over Trump’s tariff plans are adding to concerns about inflation and the risk of stagflation.
UPCOMING
What You Need To Watch
On Wednesday, the Consumer Price Index (CPI) report will be released, providing a key update on inflation and its impact on the economy.
On Wednesday, the U.S. will impose new tariffs on the European Union.
On Thursday, the Producer Price Index (PPI) report will be released, offering insights into wholesale inflation and potential pricing pressures in the economy.
On Thursday, the Consumer Sentiment report will be released, providing insight into consumer confidence and economic outlook.
TIP
Insider Buying
When company executives and board members buy shares of their own stock, it can be a strong signal that they believe in the company’s future. Unlike regular investors, insiders have deep knowledge of the business, and they typically only buy when they expect the stock to rise. Large insider purchases, especially after a stock has fallen, can indicate confidence that the market is undervaluing the company.
However, not all insider buying is meaningful. Some executives buy small amounts just to create a positive image. The key is looking for multiple insiders making large, open-market purchases with their own money. This can be a valuable tool when deciding whether a stock is worth a closer look.
CHART
Burry Loves China
Source: @bean_wealth
TERM
Interest Cover Ratio
The interest coverage ratio measures how easily a company can pay its interest expenses using its earnings. It’s calculated by dividing earnings before interest and taxes (EBIT) by interest expense. A higher ratio means the company has plenty of earnings to cover debt payments, while a lower ratio signals potential financial stress. For example, if a company has $500 million in EBIT and $100 million in interest expenses, its interest coverage ratio is 5. This means it earns five times the amount needed to cover interest payments. Investors use this metric to assess a company’s financial health and risk, especially in industries with high debt levels.
See you on Wednesday!
Cheers,
Matt Allen
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