Australian (ASX) Stock Market Forum

Trump Era 2025-2029 : Stock and Economic Comment

Sincere thanks GG the post was a cluster unfortunately I am in the far remote reaches of NSW (central coast) with only a phone and 1bar Telstra coverage couldn’t edit the article cheers
I guessed as much. Excellent content. It must have been frustrating being unable to format it on a phone with one bar.

gg
 
How Australia was ripped off by the US free trade agreement.

and the surprise is ... it took the tax-payer funded ABC 30 years ( or 20 years depending on which pivot-point selected ) , to say much about it

i remember clearly when the US slapped Tariffs on BSL's Tasmanian product of sheet steel several years back

no whining about Trump ( and tariffs ) back then

maybe we DO need a DOGE in Australia

given the ABC has access to lots of like-minded academia is Australia , it is damn poor reporting ( or they are as politicized as they deny they are )
 
Not wishing to be controversial but DJT has been quite successful despite being a moron.

The smartest guys in the room led us in to so many crises in the last 25 years.

gg
 
The big thing I'm currently waiting for is trump's first budget/fiscal year.

So far we're only getting one-off's - cutting aid to ukraine, implementing tariffs, cutting foreign aid, defunding nato contributions etc etc. These are all singular events that tell us a bit but are nowhere near enough to put a picture together. The other thing is that it's going to take time for industries to adjust to all of this. If they suspect trump's policies are just going to be a bit of a flash in the pan they probably won't change anything and might just eat the pain from overseas imports etc and change almost nothing. But if it becomes clear that many of his policies will be continued by his successor (democrat or republican) then that's when we'll see a more significant shift. Same goes for countries with things like contributions into nato and the arms industries that will expand within europe if there's a more permanent shift, so on and so forth.

The U.S fiscal year begins 1 october. Their fiscal deficit is still massive and the budget isn't anywhere near balanced. Should the tariffs fail to bring in the revenue required we may see him expand them further/cut spending elsewhere even more.

Irrespective of the politics of how he's planning to do it, he does seem determined to balance the budget one way or another.
 
Not wishing to be controversial but DJT has been quite successful despite being a moron.

The smartest guys in the room led us in to so many crises in the last 25 years.

gg
moron , or just not as educated as some ?

sure some of the techniques are unusual , but then the disaster that is coming has been well-planned

i don't think DJT can pull out a miracle , but he might stop a catastrophe ( like a full on nuclear war , with some nations using biological weapons as well )

i will be happy to be proven wrong but we got here by listening to whole circuses of clowns ( and other bad actors )
 
The big thing I'm currently waiting for is trump's first budget/fiscal year.

So far we're only getting one-off's - cutting aid to ukraine, implementing tariffs, cutting foreign aid, defunding nato contributions etc etc. These are all singular events that tell us a bit but are nowhere near enough to put a picture together. The other thing is that it's going to take time for industries to adjust to all of this. If they suspect trump's policies are just going to be a bit of a flash in the pan they probably won't change anything and might just eat the pain from overseas imports etc and change almost nothing. But if it becomes clear that many of his policies will be continued by his successor (democrat or republican) then that's when we'll see a more significant shift. Same goes for countries with things like contributions into nato and the arms industries that will expand within europe if there's a more permanent shift, so on and so forth.

The U.S fiscal year begins 1 october. Their fiscal deficit is still massive and the budget isn't anywhere near balanced. Should the tariffs fail to bring in the revenue required we may see him expand them further/cut spending elsewhere even more.

Irrespective of the politics of how he's planning to do it, he does seem determined to balance the budget one way or another.
well , at least bring down GDP as it is currently calculated

i wonder what those credit agencies will do if the US GDP shrinks but say 20% ( as government spending is slashed )

remember the usual Republicans love to overspend just as much as the Democrats ( just on different things )
 
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