Trumps tariffs announcements to Canada, Mexico and China, as planned, as he said he would, what he didn't plan is that the RoW is standing up to him and REPRISALS are flying in..., Canada, Danmark-Greeland, Mexico, China etc...(all countries had months to prepare..looks like they were prepared).. how will Trump react to the REPRISALS ? with higher tariffs ? >>> now we get the largest tariffs since WW2 right into a $4T unfunded tax cut, all behind a 7/8% deficit to GDP...hummmm >>> 5.00% 10 Year soon? >>> GOLD natural safe heaven, loads talked about it and Silver (dont gorget XPT and PALL for different reasons), see below, and now will need another word to describe ''tariff-induced inflation now'', transitory no-more !! >>> markets are going to be quite wild !! strap in !
Equity markets, grey market (tradable mind) are trading around 1 to 1.5% lower (QQQ)
JPM : Trade war puts us in 2018 environment (higher volatility, lower valuations). Those who point that Trump cares about stock market, should remember that even then he did not react until ~5% decline. Tolerance for declines could be higher now, and markets are at highs.
One year ago (almost to the day), Scott Bessent wrote to his investors: “Tariffs are inflationary and would strengthen the dollar—hardly a good starting point for a US industrial renaissance.” “The tariff gun will always be loaded and on the table but rarely discharged.”
De minimus entries from China shut down effective Tuesday >>> big news it seems
EU Warns US It Will Retaliate If Trump Imposes Tariffs on Goods - Bloomberg. Mexico could tariff corn, will hurt the US more, as Mexico can get corn from Mercossur, China has already targeted AI !... next maybe soybeans as they've done in the past, Canada Oil prices will make things quite ugly too..
USDollar.. I could really really see the last leg up on these tariffs, and then...sell, stay tuned though as initially it could run quite a bit >>> buy the rumour and sell the fact, but when !?...the U.S isolated, debt issuance and so on would come back to haunt them
Seismic shift in the relationship between the U.S and rest of the world, unless this is just a ''short-term negociation'' but even so, the damage will quite possibly have been done
Trump effectively violated the Canada-US-Mexico Free Trade agreement that he himself signed >>> who's going to trust him now on doing any deal, he can throw in the bid when he feels like it?
The timing of #DeepSeek coming out on Inauguration day is absolutely NO coincidence, China responding to Trump's threat and potentially made a total game changer in #AI world, U.S outright dominance that was not questioned 2weeks ago, IS now >>> CHINA made AI tech open and free, everyone now jumping in, will this move force the Mag7 to reduce their #CAPEX spending ?...probably >>> China is used o flood markets... (EV cars etc)....
Arnaud Bertrand on X: "It's becoming clearer and clearer that we're looking at a seismic shift in the US's relationship with the world, between: 1) The US dismantling its foreign interference apparatuses (like USAID 👇) 2) Marco Rubio stating that we're now in a multipolar world with "multi-great" / X ''''''This is the US effectively saying "our attempt at running the world is over, to each his own, we're now just another great power, not the 'indispensable nation'."'''' hard to disagree there !
And last one... Jason Wilde on X: "Luis Elizondo says UAP are interested in gold… but why? 👀 What if they’ve been mining it for thousands of years? The Sumerians wrote that 'gods' came from the sky to extract gold. Not for wealth....but for survival. 🛸⚡️ The Anunnaki myth says these beings arrived specifically https://t.co/Er98Gint2M" / X
This is a bit insane IMHO >>> Musk and allies have reportedly seized key HR office - and skipped past officials to send mass resignation email | The Independent
Jake Broe on X: "The richest man in the world is having his Tesla engineers steal every American’s social security number, birthday, home address, and bank account information. We’re in serious trouble… https://t.co/W7Z9qu7ZS9" / X
Comentários