Just saw this on X, any thoughts, I am no economist so don’t really understand the finer details
Side note I am not sure if I can linking this correctly so if there are any mistake or issue please let me know.
The issue with Americans is that they always think that only them have agency and can act independently. They always forget that other countries can react, can counterpunch.
As I said, Americans are in big trouble this time. If tariffs don't end in a few weeks/months, might as well as write off US' fight against China, and start talking about how to save it from self-implosion
So here’s the big picture:
→ Lower yields ease the debt wall
→ Spending cuts restore fiscal discipline
→ Tariffs jumpstart domestic growth
→ And geopolitics gets rewritten in America’s favor
It’s disruption by design—with enormous stakes.
US probably stagnating, vs (with heavy extra stimulus) annual 4-5% growing China for a couple of years is going to be very fun indeed.
By the time Trump leaves, China could reach almost double GDP PPP relative to the US. By 2028 US elections, China would have basically become a monster, while also facing a weak US. Good luck!
All China has to do is to keep calm, and manage consumption increase. With US trade policy, internal consumption is number 1 priority. But have to make sure that US and other unfriendly countries don't take advantage of domestic consumption power. Let's circulate money internally and among friendly countries