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Trump temporarily drops tariffs to 10% for most countries

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Re: Trump temporarily drops tariffs to 10% for most countries

#191
post #79

Earlier quoted context omitted.

Absolutely no one was seriously considering building a factory in the US based on the insansity of last week

The market is huge. Absolutely someone was considering it. Whether they had time to put plans in motion is a separate matter altogether.

Why would a company go through the trouble of building a factory when the next administration could just reverse the decision four years from now? Building factories will take years

Re: Trump temporarily drops tariffs to 10% for most countries

#192
post #136

So we're all in for another ride like this in 3 months? How are businesses supposed to plan anything in this environment? As nice as this surge is, I'm more focused on upping my cash reserves and bracing myself for a recession.

Why cash when inflation is coming?

You need liquidity when recessions come. Less liquid assets go for lower than usual since cash is king during those times.

But nobody can predict recessions.

Re: Trump temporarily drops tariffs to 10% for most countries

#193

Earlier quoted context omitted.

It's almost like the whole point is just to enable insider trading on a scale we've never seen before.

Is there any reliable instrument to find out? This seems so obvious, given the only alternative option seems to be believing they are completely insane.

The alternative you mention is more likely, given all we know. On the other hand, why not both.

Re: Trump temporarily drops tariffs to 10% for most countries

#194
If Trump is hoping to push the 10 year treasury rate down so he can roll the 9 trillion coming due in June, he is in for a wakeup. China is selling their holdings and driving the rates up. He is going to actually have to have a grownup negotiation with them rather than going scorched earth.

Re: Trump temporarily drops tariffs to 10% for most countries

#196

Earlier quoted context omitted.

It's almost like the whole point is just to enable insider trading on a scale we've never seen before.

Is there any reliable instrument to find out? This seems so obvious, given the only alternative option seems to be believing they are completely insane.

Ah, there's the rub. Even with a smoking gun there's no political will to do anything about it.

> are completely insane

More likely detached from reality, laser focused on personal gain, and punishing perceived enemies.

Re: Trump temporarily drops tariffs to 10% for most countries

#198
post #106

So Trump destroyed the hard-earned 80-year history of the United States for strength and stability for what exactly?

I assume it was part of the deal he made to get elected: Take the US out of the game internationally, and you can be in charge of whatever's left over. Nothing else adequately describes his actions.

Re: Trump temporarily drops tariffs to 10% for most countries

#199

So we're all in for another ride like this in 3 months? How are businesses supposed to plan anything in this environment? As nice as this surge is, I'm more focused on upping my cash reserves and bracing myself for a recession.

I'd say you should brace yourself for rides like this for the next 45 months.

Re: Trump temporarily drops tariffs to 10% for most countries

#200

Earlier quoted context omitted.

It's almost like the whole point is just to enable insider trading on a scale we've never seen before.

Doesn't make much sense, if you're insider trading you profit more if you move one stock a lotlotlot vs all the stocks merely a lot.

Derivatives had huge moves based on these announcements. Out-of-the money SPX E-mini puts went up 10x after tariffs were announced. Near-the-money E-mini calls doubled after today's announcements. These are zero-risk insider strategies.
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