Independent thinking for complex markets and current events
via notayesmanseconomics Events in the economic world continue to move very quickly. I note that at some point over the weekend President Trump responded to an issue I raised last Tuesday. Smartphones and several other categories of products will be exempt from sweeping tariffs imposed by the Trump administration earlier this month, a filing showed late Friday. …
US to impose 21% duty on Mexico tomatoes starting July 14 — FinancialJuice (@financialjuice) April 14, 2025 The U.S. Department of Commerce has announced a 21% tariff on Mexican tomato imports, effective July 14, marking the latest chapter in a long-standing agricultural trade dispute. The move, which targets approximately 85% of Mexico’s tomato exports to …
BEIJING/WASHINGTON (Reuters) -China has put civilian government officials in Beijing on “wartime footing” and ordered a diplomatic charm offensive aimed at encouraging other countries to push back against U.S. President Donald Trump’s tariffs, according to four people familiar with the matter. Communist Party propaganda officials have played a leading role in framing China’s response, one …
Breaking: There is no longer a "likelihood" of a recession; it's either coming or here, according to CEO and investors I speak to. Here's their logic: Companies clearly cut back on spending in run-up to the tariff war. When it hit, they went into full retrenchment mode. Now amid… — Charles Gasparino (@CGasparino) April 13, …
Bulls keep agreeing that everyone is bearish so it's contrarian to be bullish. In what can only be described as the biggest circle jerk in market history. Here is the put/call ratio since the Liberation Day shock which occurred on April 2nd. Which was followed by the China shock… pic.twitter.com/ZsFJjjEf4a — Mac10 (@SuburbanDrone) April 13, …
Honest question: How did we go from tariffs being "refunded" back to April 5th to "there was no tariff exception announced on Friday" within 48 hours? pic.twitter.com/ypkzuVYsWV — The Kobeissi Letter (@KobeissiLetter) April 13, 2025 Let’s just be clear here Nobody is at the helm here They have absolutely no idea what they are doing …
BREAKING: There is reportedly “significant division” inside the White House over Commerce Secretary Lutnick’s comments on the temporary nature of the tariff exemptions this morning, per Fox News’ Charles Gasparino. — The Kobeissi Letter (@KobeissiLetter) April 13, 2025
🇨🇳We don’t back down. https://t.co/p1Nmun8csv — Chinese Embassy in US (@ChineseEmbinUS) April 10, 2025 *CHINA SCOOPS UP BRAZILIAN SOY AS TRADE WAR WITH U.S. WORSENS 🇨🇳🇧🇷 pic.twitter.com/z3OxjejuKD — Investing.com (@Investingcom) April 10, 2025 Malaysia to host China's Xi Jinping from April 15 – Asia & Pacific – The Jakarta Post #jakpost https://t.co/zQF5IPj6Qy — The Jakarta …
If Trump really wanted to use the threat of tariffs to negotiate deals, he substantially weakened his bargaining position by demonstrating how much damage the U.S. would suffer by imposing them. By floating the Hindenburg of trial balloons, Trump reduced himself to a paper tiger. — Peter Schiff (@PeterSchiff) April 10, 2025 Yesterday's #monster #rally …
Is hidden funding crisis unraveling? If Trump’s announcement today of a 90-day tariff pause was truly bullish and risk-on, why did we see 10Y yields spike to 4.50%+, SOFR swap spreads collapse to -40.62, gold rip $107 intraday, junk bond yields hit 8.51%, and TLT get liquidated on record volume all while equities… pic.twitter.com/PVa9L4FA2b — …
The tarrif trail leads to much more than penguins. The McDonald Islands are close to the Leviathan’s Gate, which is one of the passages through the ice wall. I have been tracking this closely on Marine Maps for a year. Massive cargo ships travel through the ice wall to the outside lands. byu/Plus_Improvement_654 inconspiracy
*WHITE HOUSE SAYS 25% TARIFF ON CANADA AND MEXICO TO REMAIN IN EFFECT And the walk back of the cave in begins immediately. — Spencer Hakimian (@SpencerHakimian) April 9, 2025
Trump calls off reciprocal tariffs for 90 days. Doubles down on tariffs with China, now with a 125% tariff. Continues to impose a 10% tariff on the rest of the world. Despite the pause, the U.S. remains the highest tariff industrialized country. pic.twitter.com/Ue4g1a1gRb — Justin Wolfers (@JustinWolfers) April 9, 2025 cant say earnings don't matter …
Cambodia is being hit with the biggest single nation tariff rate of all, at 49%. This has major implications for its factories, now in a fight to survive the next few months if the tariffs are implemented, as retail partners freeze orders. Its one million workers, many of whom are women at the low-end of …
At the stroke of midnight, Trump pulled the trigger. A 104 percent tariff wall has now slammed down on Chinese imports. This isn’t a policy tweak. It’s a declaration. The trade war is no longer rhetorical or symbolic. It is real. It is active. It is total. The United States has just taken a sledgehammer …
Trump Trade Advisor Peter Navarro just revealed that President Trump is NOT willing to negotiate with countries offering to drop their tariffs to zero unless it's also about getting rid of non-tariff trade barriers against American products. "Let's take Vietnam. When they come… pic.twitter.com/Vlz2Nvdbah — George (@BehizyTweets) April 7, 2025 Peter Navarro made it plain. …
by Michael How many products do you have in your home right now that were made in China? If you are like most Americans, that number is very high. We should have never allowed ourselves to become so dependent on cheap Chinese goods, but we did. Walmart, Target and our dollar stores are absolutely teeming …
BREAKING: The European Union says they're ready to negotiate with the United States, says they've offered zero for zero tariffs. The announcement was made by European Commission president Ursula von der Leyen. "Europe is always ready for a good deal. So we keep it on the… pic.twitter.com/yTRTS8B4us — Collin Rugg (@CollinRugg) April 7, 2025 Trump …
The warmongers will never stop. This is why we need term limits. The same neocon criminals have been in power for an eternity. They never leave power. — Wall Street Apes (@WallStreetApes) April 7, 2025
https://twitter.com/Big__Red__144/status/1909248768240648396
BREAKING: The S&P 500 collapses as President Trump says he will impose an ADDITIONAL 50% tariff on China on April 9th if China does not withdraw their 34% tariff on the US by April 8th. Including Trump's "reciprocal tariff" of 34%, that's total tariff hike of +84% on China set… https://t.co/eHUSx7YjTq pic.twitter.com/4ZnDMTumKq — The Kobeissi …
Tech mogul Elon Musk, who has served as a close advisor to President Donald Trump, on Saturday broke with the president’s decision to impose expansive tariffs on most foreign nations, saying that he hopes to see a “zero tariff situation” between the United States and Europe. “I hope it is agreed that both Europe and …
Critics often claim that Trump’s tariff formula is flawed, arguing that tariffs alone won’t solve America’s trade imbalances. While tariffs are certainly a tool, the issue is more complex. Trump’s approach isn’t just about matching tariff rates between countries. His formula is based on addressing broader trade imbalances and forcing other nations to reconsider how …
“TARIFF ECONOMIC ARMAGEDDON CRUSHING TECH: WEDBUSH 🔸 iPhones may rise from $1,000 to $3,500, slowing AI progress. 🔸 U.S. consumers will face higher tech prices. 🔸 Tariffs may cut tech earnings 15%, disrupt supply chains, and cause recession or stagflation. 🔸 Tech stocks face worst crisis in 25 years due to Trump tariffs in last …
Invesitng.com — President Donald Trump said on Thursday he is open to tariff negotiations if other countries offer something phenomenal, but stopped short of providing further details. The update comes a day after Trump unveiled sweeping tariffs on all imports and higher levies on “bad actors” The president said the United States will impose reciprocal …
https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/
US ComSec Lutnick: 20% China Tariff Would Drop If Xi Offers Fentanyl Cuts – BBGTV — LiveSquawk (@LiveSquawk) April 3, 2025
Nike stock right now – the company has >450,000 employees across 130 factories in Vietnam (46% tariff rate) byu/RobertBartus inEconomyCharts
Trump’s tariff strategy was brilliant—and frankly, it was his only option. Let’s be clear here: he didn’t have a choice. The alternatives, like cutting entitlements or raising taxes, would have been political suicide. The American people, tired of being hit with higher taxes, would have never stood for it. So what does he do? He …
