Trump Era 2025-2029 : Stock and Economic Comment

[TimeISmoney]

yep , and that will be educational to watch ( even if they use a large amount of automation )

A few months back, I was listening to a y-tuber that interviewed an automotive parts producer in Mexico, and they said it was a huge job just loading the machinery up on trucks and moving it to the states, and much of it wouldn't be viable as it's outdated or getting old.
Then the other problem they'll have is transferring experienced labour, trying to get work visas and so on.

 

[divs4ever]

A few months back, I was listening to a y-tuber that interviewed an automotive parts producer in Mexico, and they said it was a huge job just loading the machinery up on trucks and moving it to the states, and much of it wouldn't be viable as it's outdated or getting old.
Then the other problem they'll have is transferring experienced labour, trying to get work visas and so on.

and the regulations , unless Trump slashes a lot of them

Trump's plan is better than the previous one BUT it will not be easy or painless

it MIGHT finally kill the US car industry ( half of it has been on life-support for decades )

 

[TimeISmoney]

 

[IFocus]

I see more discussion on tariffs killing demand as consumers are stretched so rather than inflationary more likely deflationary tbh I think thats a more likely outcome.

 

[divs4ever]

I see more discussion on tariffs killing demand as consumers are stretched so rather than inflationary more likely deflationary tbh I think thats a more likely outcome.

well locally produced goods ( that would normally be imported ) would cost more , arguably more locals should have jobs ( so more wages to spend ) and in theory the velocity of money should increase

however will taxes and charges increase to soak up those extra wages ( things like insurance premiums )

prices should edge higher but what about discretionary spending , that MIGHT shrink

 

[DannyB0000]

The US auto industry is spread over Canada, Mexico and the US. There are no 100% American made cars, Trump wants to change that in 1 month. Assuming all three counties throw 25% tariffs at each other, the price of new cars is going up by thousands of dollars in North America and it’s going to give the auto industry over there a migraine.

 

[basilio]

The US auto industry is spread over Canada, Mexico and the US. There are no 100% American made cars, Trump wants to change that in 1 month. Assuming all three counties throw 25% tariffs at each other, the price of new cars is going up by thousands of dollars in North America and it’s going to give the auto industry over there a migraine.

Not for long Danny. They will go bankrupt in 3 months. (That's what they told Trump )

https://www.marketwatch.com/story/trumps-tariffs-whether-implemented-or-not-have-already-hurt-the-u-s-auto-industry-53be021d

 

[basilio]

Alan Kohler offers an analysis of where Trumps economic policies are taking the US.
Not happy.

To make America great, Donald Trump is undoing its greatness as global stock markets fall​

By Alan Kohler

• Topic:World Politics

9h ago9 hours ago

Trump is overturning the 80-year world order in which America has actually been great. (Reuters: Leah Millis)

Link copied

It took a month of Donald Trump's chilling revolution for the stock market to start sneezing.

The main New York share index — the S&P 500 — began falling on February 19, 29 days after Trump's inauguration.
It has now dropped a bit more than 6 per cent while the more volatile Nasdaq is near a technical correction of minus 10 per cent.
That investors are rattled by the uncertainty over tariffs and looming trade wars is hardly surprising. But a lot of economists are now predicting an economic slowdown — if not recession — in the United States, and US shares are priced for endless growth, so they're vulnerable.

But it was Trump's reaction to the stock market slump that was really telling.
When asked if it was his tariffs that caused the market to fall, the president said it was "globalists".

"Well, a lot of them are globalist countries and companies that won't be doing as well, because we're taking back things that have been taken from us many years ago. I think it's globalists that see how rich our country's going to be, and they don't like it," he said, using the word many times in an hour-long press conference in the Oval Office.

It's unclear whether the globalists are the investors or the companies, or whether he was using the word in the way that the American Jewish Committee has described it, that is as "a coded word for Jews who are seen as international elites conspiring to weaken or dismantle "Western" society, using their international connections and control over big corporations".

In any case, what's most important for Australia — and the entire Western world — is that America has fallen to anti-globalists, and they are carrying out a deep regime change in the style of an autocratic takeover.

America's future hinges on one important question

What's most important for Australia — and the entire Western world — is that America has fallen to anti-globalists, and they are carrying out a deep regime change in the style of an autocratic takeover.

www.abc.net.au