You are presuming he has the capacity to learn, let alone the willingness to.
I doubt that to be the case, on either of the counts above.
how soon will Trump back down over tariffs
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You are presuming he has the capacity to learn, let alone the willingness to.
I doubt that to be the case, on either of the counts above.
Have to feel sorry for Trumps MAGA supporters, a lot of them appear to be decent enough people, Trump has let them down big time.
Trumps tarrif strategy makes the Liz Truss economic plan for the UK look like genius.
Trumps tarrif strategy makes the Liz Truss economic plan for the UK look like genius.
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It was pressure on bonds, Truss style, which forced trump to back down. He was facing a major collapse. The US bond auction went off OK, luckily for him. There's another one today, different duration, heaven knows how that will go . Rejection can throw the market.
The tech bubble could still burst, US stocks are overvalued relative to the ROW. The extreme ones are generally the Mag7 .
They do still have growth in the USA, where the are a lot of globally very best companies.. The more optimistic looking of the bunch are the soundly established mid-caps. Gold is likely to remain somewhat of a haven, the situation in Europe is unpredictable.
With Orange acting "from the heart" which is the worst motivator, who's going to be relying on him?.
Any dollar-denominated assets are vulnerable.
The Saudis are holding oil prices up. That takes a lot of expensive-to-produce US shale oil off the market.
China is nmaking strides in AI, with many models like DeepSeek now.
For now, USA /Taiwan has the advantage in producing the best chips.
But China is trialling high energy extreme short wave lithography to make the fastest chips, from Huawei in Q3/25.
They have several irons in the fire.
Right now, US Steel is plummetting., now that T has rejected Japanese advance.
The tech bubble could still burst, US stocks are overvalued relative to the ROW. The extreme ones are generally the Mag7 .
They do still have growth in the USA, where the are a lot of globally very best companies.. The more optimistic looking of the bunch are the soundly established mid-caps. Gold is likely to remain somewhat of a haven, the situation in Europe is unpredictable.
With Orange acting "from the heart" which is the worst motivator, who's going to be relying on him?.
Any dollar-denominated assets are vulnerable.
The Saudis are holding oil prices up. That takes a lot of expensive-to-produce US shale oil off the market.
China is nmaking strides in AI, with many models like DeepSeek now.
For now, USA /Taiwan has the advantage in producing the best chips.
But China is trialling high energy extreme short wave lithography to make the fastest chips, from Huawei in Q3/25.
They have several irons in the fire.
Right now, US Steel is plummetting., now that T has rejected Japanese advance.
And...
"White House officials sought to portray Trump’s colossal shift as part of a grand plan.
Speaking outside the White House on Wednesday afternoon, Bessent said he had spent part of Sunday with Trump in Florida and described the events of the past week as reflecting the president’s “strategy all along”. "
FT.com
thanks, great summary
this is what Im seeing being stated by financial experts
If bonds start to get dumped on the market that makes it harder for USA to finance its debt
I recall a time when US ultranationalists were attacking Japan, which was exporting lots of goods to US and buying US bonds with the money.
US politicians were suggesting trade barriers against Japan.
The Japanes bond traders held a half-hour all-hands meeting one morning, before starting work.
The US bond market opened that day and was dead. Half an hour after the usual start, it came back to life.
Japan did not need to do it again.
China is irritated, but not afraid of Trump.
US politicians were suggesting trade barriers against Japan.
The Japanes bond traders held a half-hour all-hands meeting one morning, before starting work.
The US bond market opened that day and was dead. Half an hour after the usual start, it came back to life.
Japan did not need to do it again.
China is irritated, but not afraid of Trump.
I could have sworn something happened on October 7th that gave the state of Israel the 'ump. Now, what was it - maybe I was dreaming?…
When Trump says "they're kissing my ass", it isn't other countries that he's on about.
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I didn't say nothing happened, I said it didn't start then. But I think you know that.I could have sworn something happened on October 7th that gave the state of Israel the 'ump. Now, what was it - maybe I was dreaming?…
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Chinese exports to the US are just under 3% of its GDP. Not so big. It is 15%, and the US is the biggest single buyer. If they stop exporting to the USA, tordinary USA will notice.
It's about 16'5%, reducing, of US imports.
Trump seems to want compensation from the ROW for US' relatively high labour rates. Duuuh..
Okay. Pulling teeth here. What upset the state of Israel on October 7th 2023 so much that it kicked off the latest round of Israeli retaliation/attacks on Palestine that has resulted in 60,000+ deaths since then as well as flattening a huge portion of Palestine? Do you know?
It was laughable watching them try to spin it as 'this was Trump's plan all along.' Aye right, whatever.
Reminded me of tv shows like The Thick of It and VEEP.
That turn of phrase signalled he was running scared.
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