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The Trump Tariffs thread

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I really think Trump's playing Blackjack, and everyone else is playing Poker...this whole administration really doesn't have the cards they seem to think they do. I guess this is what happens when you let the crazies into power.
 
The markets make no sense:

1. No trade deals
2. Tariff increase on just about everywhere
3. Money outflow from US increasing.
4. Bond market in turmoil
5. Companies laying off workers en masse
6. Cooked unemployment numbers
7. Big Beautiful Trainwreck incoming

A meteor is going to hit the US so we're bullish and pushing for all time highs??

Anyone got an idea wtf is going on??
 
Indus said:
The markets make no sense:

1. No trade deals
2. Tariff increase on just about everywhere
3. Money outflow from US increasing.
4. Bond market in turmoil
5. Companies laying off workers en masse
6. Cooked unemployment numbers
7. Big Beautiful Trainwreck incoming

A meteor is going to hit the US so we're bullish and pushing for all time highs??

Anyone got an idea wtf is going on??
Click to expand...
I even I am thinking on massive money laundering. This has no logical explanation
 
Indus said:
The markets make no sense:

1. No trade deals
2. Tariff increase on just about everywhere
3. Money outflow from US increasing.
4. Bond market in turmoil
5. Companies laying off workers en masse
6. Cooked unemployment numbers
7. Big Beautiful Trainwreck incoming

A meteor is going to hit the US so we're bullish and pushing for all time highs??

Anyone got an idea wtf is going on??
Click to expand...
Pretty sure TACO is the main reason for that. The issue with that is Trump clearly hates being made fun of like this so I wouldn't be surprised if he lets one of his dumber policies go into effect just to show everyone how tough he is. Since the markets are pricing TACO in that means if he doesn't chicken out the fall is going to be much worse.
 
Indus said:
The markets make no sense:

1. No trade deals
2. Tariff increase on just about everywhere
3. Money outflow from US increasing.
4. Bond market in turmoil
5. Companies laying off workers en masse
6. Cooked unemployment numbers
7. Big Beautiful Trainwreck incoming

A meteor is going to hit the US so we're bullish and pushing for all time highs??

Anyone got an idea wtf is going on??
Click to expand...
Has it ever occurred to you that the stock market mostly consists of bots and investor bros doing investments based on the latest rumor, and hence the market will react in a cascading way once small changes start happening, and then return to "normal".
 
biostud said:
Has it ever occurred to you that the stock market mostly consists of bots and investor bros doing investments based on the latest rumor, and hence the market will react in a cascading way once small changes start happening, and then return to "normal".
Click to expand...

Oooh a new CT thread topic!
 
Doesn't sound like the talks with China in London lead to much of anything. Mostly both sides just still staking out their positions. Some relief regarding rare earth export licenses from China and tech exports from the US which still doesn't get back to status quo ante. An agreement to talk about a framework for achieving the previous unofficial understanding is some pretty weak shit.

Trade wars are fun and easy to win etc.
 
Typical Trump deal where you fuck up the understanding you had and create a lot of noise just to end up where you started or arguably worse.

Also an admission that Xi has him by the short hairs on rare earth exports which threaten to idle US production if withheld.


bafkreidgh7k7nl7outrsrlub7xzg76wg6oodkewhlicgcoeuvnch2ladiu.jpg.
 
Full Magnets?

Is he just picking a word from something his illiterate advisors told him about the issues, and just adding his Trumpism to it? WTF is a full magnet, and how is this so important in the grand architecture of our trade with China that it deserves a specific mention beyond just "rare earths?"

Is this that Brilliant word-talking that greenman is so happy to finally hear from his president? You know, anything other than actual competence or a simple base understanding behind how anything works?
 
DZero said:
Actually...
- USA wins by selling chips
- China wins by selling rare earths (enough for the chips)
Click to expand...

Soooo... the only thing that changed is that Trump conceded to China? Because the Chinese side is the only one that gained something from this.

IMO is too late, China will not stop all investment to become chip independent now.
 
Panino Manino said:
Soooo... the only thing that changed is that Trump conceded to China? Because the Chinese side is the only one that gained something from this.

IMO is too late, China will not stop all investment to become chip independent now.
Click to expand...

They're not gonna buy soyabean or beef either.

Which means farmers are gonna bitch they're losing money and the dems should say.. FUCK YOU ASSHOLES FOR VOTING MAGA!

No bailouts for you until you back AOC.. instead Schumer and Pelosi will bail them out for nothing!
 
Indus said:
55% tariffs on Chinese goods or am I reading that wrong?

Dollar tree needs to become Dollar and a Half and a nickel tree??
Click to expand...

Yes, that number is correct. I've been getting a few emails from companies to buy before they increase prices. Pre-tariff inventory burn down is coming and then everybody gets to pay more. Big companies are just gonna price their way out of it, lots of small biz is fuuuuuuucked.
 
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