Short term (now - 2 years):
- Imports to the US will drop as products become more expensive, fewer choices for the population
- Exports from the US will drop as overseas demand will reduce and lead to job cuts
- Jolt to earnings for the US and impacted trading partners
Medium term (2-5 years):
- Corporations will need to invest heavily to spin up local production. Cost of production is higher in the US vs overseas - salaries, machineries, raw materials etc. Production and sales will still not match investments with exports likely to be lower.
Longer term:
- Growth likely to remain sluggish internally and external sales likely to slow as other countries continue to explore trade agreements with other blocks.
Literally no company will invest in domestic production when the possibility of an administration change and policy change in 2029 exists. It's simply too costly. So we're basically screwed until then. And by then the rest of the world will have moved on.
Fully aligned with your thinking. I was listening to CNBC a few days ago where they were talking about the supposed capacity available with GM/Ford/Stellantis/Toyota to build more cars in America. The capacity exists as they start to change their production lines for new models!
I mean in the sense that Rivera is a metaphor for a strong US economy and Trump is the idiotic manager who orders him to throw a meatball across the plate because messing around with the cutter is woke.
Why were they running it up right up to the announcement? "We're announcing after the markets close" was a gigantic fucking tell it was going to be bad.
PSYCHOPATH Trump (KGB codename since 1987: Krasnov) has been PSYCHOPATH Putin’s bootlicker for decades.
Trapped w/in the behavior patterns of their disorder, WORLD DOMINATION/ENSLAVEMENT is the agenda as *RUSSIA’S Republicans*—also cultivated over decades—destroy America/Americans to pave the way.
I’m not a sports fan, so the one time I watch per year is the Yale-Harvard football game, and I am getting visceral flashbacks to pretty much every time we’re ahead.
Comments
Short term (now - 2 years):
- Imports to the US will drop as products become more expensive, fewer choices for the population
- Exports from the US will drop as overseas demand will reduce and lead to job cuts
- Jolt to earnings for the US and impacted trading partners
- Corporations will need to invest heavily to spin up local production. Cost of production is higher in the US vs overseas - salaries, machineries, raw materials etc. Production and sales will still not match investments with exports likely to be lower.
- Growth likely to remain sluggish internally and external sales likely to slow as other countries continue to explore trade agreements with other blocks.
Would welcome thoughts or expansions on the above
(No one share the graph from the game two weeks later, please)
Snatching defeat from the jaws of victory!
https://www.cnbc.com/amp/2025/04/02/stock-market-today-live-updates-trump-tariffs.html
Oh this was walking up to the counter, counting out in single dollar bills to pay for our TRILLIONS of loss this will end up costing us.
Everyone involved is VERY aware and the vendor waiting to take place? Their popcorn is mighty delicious today.
#ThanksMAGA 🙄
I still curse Jason Garrett to this day due to the psychic damage this game gave me.
"Americans will pay $6 trillion for Trump's tariffs — the largest tax hike in US history"
https://www.cnn.com/business/live-news/tariffs-trump-news-04-02-25/
https://www.noahwilliams.xyz/research
Trapped w/in the behavior patterns of their disorder, WORLD DOMINATION/ENSLAVEMENT is the agenda as *RUSSIA’S Republicans*—also cultivated over decades—destroy America/Americans to pave the way.