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This is a sign that the tariff between the United States and China is a sign of how a trade war is behind the markets.
Don’t think it’s a 90-day break in higher degrees that are likely to bring any temporary relief. Investors, US President Donald Trump’s Sunday-friendly Treasury Treasury Treasury Treasury Treasury Treasury Treasury Treasury Treasury SCOTT Bessent was swept to a broom chair behind the white house and returned to a broom closet and return to the “Freedom Day”.
I don’t get it.
I think that if we are still in more frequency – not only in the next three months, but not only in the The-Turning US tariffs (and this is the best of long-term structural tendencies in the direction of a new global economic paradigm.
Let’s start up immediately. Data are very early to see inflation (manufacturer price index, a size of wholesale prices, a bit in April), there are numerouseceful signs related to the price increase in the horizon.
Profit margins are squeezed and even the largest retailers do not want to make a bigger hit. Last week, Walmart announced that there was an increase in prices in goods and toys, such as Chinese tariff rates, and warned to increase more price.
“Taking into account the size of the tariffs, even in reduced proportions … We cannot master all the pressure,” he said. Walmart, if the feeling of increasing prices, you can bet others will be.
The chairman of the US Federal Reserve, Jay Powell stressed that last week, which could be a difficult problem for “higher prices” progress at a higher level and potentially more durable, supply shock – economy and central banks. “
Stagflation, of course, is a great risk here. TS Lombard Management Director Steve Blitz, last week’s customers noted: “Although the light decline is caught, a higher inflation is the result of higher budget deficit trajectors.
Really. America’s weak financial position is the elephant in the room. Although you assume that US tariffs can earn between $ 250 billion and $ 250 billion dollars, this meaning can not be a meaningful replacement.
Over 10 years, it will add $ 3.3 billion to the debt and add $ 5.2TN dollars to the new budget invoice and a 5.2TN, a responsible budget committee, the entire budget for the profit committee is also lasting. A number of harsh republicans rejected the first project last week, but negotiations continue and the end result is impossible to help the US financial picture.
America’s debt problems are structural and long-term and triggered to others. As interest rates increase, even if interest rates rise, what happens if there is a slow or a decline to reduce sediments?
Inflation can temporarily relieve the debt burden, which can make the business more expensive in the United States. As the BLITZ notes: “In the Fed, to help the Fed need to be strengthened to check the flow of the Fed, and in turn, this, in turn, can imagine the fact that firms have an obstacle to foreign capital and labor.
Trump, of course, appearance – will try to put pressure on firms who witness “Small problem with tim cook” After scheduling to weld the iPhone from Apple India last week. But the rest of the world is still not stopped.
China and many other countries have set up large gold reserves when they expect complaints and dollars in recent years. Although the gold prices have fallen slightly as market growth, I would not be surprised at a time if there was something else. Kostco, discount retailer, last week, putting new restrictions on the sales of the golden bar, not two, but more than two, not two, can not last for the demand for the request.
One of the most difficult things about the current moment is that you can also imagine that both supply and demand shock. Tariffs may disrupt the supply when a slowly demand demand has a negative impact.
The last time during the First World War, the United State War, the United State and Requirement Shock occurred. Supply shocks, the next globalization (can support capital markets), the contrary of demand shocks. Can’t say what can happen when they come together. In both cases, James told me that such shocks “gave a reward for the government competence.”
In the UK, with the “moment of Liz Truss”, it saw what happened when it was missing. The United States can still be.
