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MarkSp
Posted: 07 March 2025 12:16:46(UTC)
#1

Joined: 02/02/2020(UTC)
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i can see real evidence of this setting in.

We are getting to the stage that one day option traders will play Trump and the rest of the world will go back to looking at the data

The EU budget changes are far more significant than Trump faffing around with Greenland and not putting tariffs on things.

Economic activity will depend on the expectations of the actors in the economy. Erratic behaviour makes setting those expectations problematic and encourages "wait and see".

Make it in America, is a good thing but how long to get a factory, tool it and realign the supply chains?

If every country consumes what it produces, in the end, there is a close relationship between economic growth and population growth.
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9 users thanked MarkSp for this post.
Special Kloud on 07/03/2025(UTC), ANDREW FOSTER on 07/03/2025(UTC), Rob B on 07/03/2025(UTC), Sheerman on 07/03/2025(UTC), Nigel Harris on 07/03/2025(UTC), Johan De Silva on 07/03/2025(UTC), MBA MBA on 08/03/2025(UTC), bearcub on 08/03/2025(UTC), Tim D on 08/03/2025(UTC)
ANDREW FOSTER
Posted: 07 March 2025 12:47:34(UTC)
#2

Joined: 23/07/2019(UTC)
Posts: 8,119
MarkSp;336818 wrote:


Make it in America, is a good thing but how long to get a factory, tool it and realign the supply chains?



Is it?

Lets rephrase that... "Moving from low wage production, to high wage production is a good thing".

Not sure that sounds as appealing.

Elsewhere the dialogue has gone something like this:

"Why are people complaining about US tariffs, it's only what the EU has been doing for ages?"

"Yeah, but look at the EU economy....how's that going?"
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Robin B
Posted: 07 March 2025 13:34:57(UTC)
#3

Joined: 01/04/2024(UTC)
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You are all being driven mad by the media. Again.

Exact same patterns and hysteria as with brexit, Trump Mk I, covid, climate emergency, BLM, Ukraine, Gaza/Israel...

You never learn.
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1 user thanked Robin B for this post.
Neminem Laedit on 07/03/2025(UTC)
Harry Gloom
Posted: 07 March 2025 14:12:54(UTC)
#4

Joined: 01/12/2022(UTC)
Posts: 391

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Was thanked: 1030 time(s) in 281 post(s)
Robin B;336827 wrote:
You are all being driven mad by the media. Again.

Exact same patterns and hysteria as with brexit, Trump Mk I, covid, climate emergency, BLM, Ukraine, Gaza/Israel...

You never learn.


His erratic, ever changing, non-sensical policies are crashing the global markets and he's dicing with tanking the US economy, Truss and Kwarteng did the same with the UK. Trump is a deluded lunatic.

He's now blaming "globalists" whatever the fuck that means.

The problem is that democracy quickly took care of Truss and Kwarteng, it will take a bullet to deal with Trump, which I'm sure will come if he keeps on this trajectory.
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2 users thanked Harry Gloom for this post.
Johan De Silva on 07/03/2025(UTC), Tim D on 08/03/2025(UTC)
Thrugelmir
Posted: 07 March 2025 15:16:18(UTC)
#11

Joined: 01/06/2012(UTC)
Posts: 5,326
MarkSp;336818 wrote:




The EU budget changes are far more significant than Trump faffing around with Greenland and not putting tariffs on things.



One thing that was not widely publicised from Trump's address to Congress a few days ago. The Federal budget is goiing to be brought back into balance by January 2029. The issue of tariff's isn't going away anytime soon. Tariff's will raise sizable amounts of tax revenue. The real war hasn't even started yet. This is just the preliminary skirmishes. Trump needs to find the money to fund his promised tax cuts as well.
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ANDREW FOSTER
Posted: 07 March 2025 15:51:41(UTC)
#12

Joined: 23/07/2019(UTC)
Posts: 8,119
Thrugelmir;336843 wrote:
MarkSp;336818 wrote:




The EU budget changes are far more significant than Trump faffing around with Greenland and not putting tariffs on things.



One thing that was not widely publicised from Trump's address to Congress a few days ago. The Federal budget is goiing to be brought back into balance by January 2029. The issue of tariff's isn't going away anytime soon. Tariff's will raise sizable amounts of tax revenue. The real war hasn't even started yet. This is just the preliminary skirmishes. Trump needs to find the money to fund his promised tax cuts as well.


Tariffs won't raise a lot of tax because people will just not buy so much stuff, especially when recession and inflation kick in

It's a version of Lafer curve....
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Robert D
Posted: 07 March 2025 15:54:44(UTC)
#6

Joined: 06/11/2016(UTC)
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It's amusing to see a Guido reader whose mind has been poisoned by the far right rabbit holes he inhabits, blaming the "media"

The U-turn on tariffs shows Trump has no strategy, no allies, and soon a declining economy and stockmarket.

Trump has also threatened today to increase sanctions on Russia in order to get them to the negotiating table

The ruse is so transparent. Putin in a call with Trump “say something a bit critical about Russia, otherwise it is getting to obvious that you work for me”
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7 users thanked Robert D for this post.
Newbie on 07/03/2025(UTC), ANDREW FOSTER on 07/03/2025(UTC), Johan De Silva on 07/03/2025(UTC), Sheerman on 07/03/2025(UTC), Gavin Featherleigh on 07/03/2025(UTC), Tim D on 08/03/2025(UTC), Gary Millar on 09/03/2025(UTC)
Newbie
Posted: 07 March 2025 16:16:57(UTC)
#10

Joined: 31/01/2012(UTC)
Posts: 3,818
Robert D;336847 wrote:
The ruse is so transparent. Putin in a call with Trump “say something a bit critical about Russia, otherwise it is getting to obvious that you work for me”

Have to somehow show Zelensky is important.
Sanctions on Russia - what sanctions and what are they going to do.
It was essentially a US-Russia proxy war that led to a stalemate.
Poor Zelensky drank the US cool-aid and played along like the actor he is.
Just not the type of Political actor which such situations call for.
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ANDREW FOSTER
Posted: 07 March 2025 16:30:22(UTC)
#8

Joined: 23/07/2019(UTC)
Posts: 8,119
Robert D;336847 wrote:


The U-turn on tariffs shows Trump has no strategy, no allies, and soon a declining economy and stockmarket.

”


* Second U-Turn... ;-)

I think what this tells us is that Trump is actining alone on a lot of this stuff. He is neither seeking nor recieving advice BEFORE he leaps in and announces thing, and then has to so through embarrassing climb downs a day or so later.

The only advisors he seems to have are Vance and Muskow. It's a bit like having a devil whisper in both ears... Do it...DO IT!

The tariff wind back is once again just a month. So expect a repeat of this shit-show in four weeks. In the meantime Canada has done the same.
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2 users thanked ANDREW FOSTER for this post.
Thrugelmir on 07/03/2025(UTC), Sheerman on 07/03/2025(UTC)
Thrugelmir
Posted: 07 March 2025 16:37:28(UTC)
#9

Joined: 01/06/2012(UTC)
Posts: 5,326
ANDREW FOSTER;336851 wrote:
Robert D;336847 wrote:


The U-turn on tariffs shows Trump has no strategy, no allies, and soon a declining economy and stockmarket.

”


* Second U-Turn... ;-)

I think what this tells us is that Trump is actining alone on a lot of this stuff. He is neither seeking nor recieving advice BEFORE he leaps in and announces thing, and then has to so through embarrassing climb downs a day or so later.

The only advisors he seems to have are Vance and Muskow. It's a bit like having a devil whisper in both ears... Do it...DO IT!

The tariff wind back is once again just a month. So expect a repeat of this shit-show in four weeks. In the meantime Canada has done the same.





In small ways there's already a reaction to Trump's antics. In time the impact will start to show. The world has permanently changed. People adjust and move on.
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2 users thanked Thrugelmir for this post.
Sheerman on 07/03/2025(UTC), Special Kloud on 07/03/2025(UTC)
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