Trump 2.0 official thread

daifo

Major
Registered Member
Yes. Of course. Just thought it’s interesting SHEIN is saying there would be no extra charges due to tariffs.

It didn’t say prices are lowered cause tariffs are lowered.

Shein increased the price to include tarrif fees. They will declare the item at the border and pay the tarrif. The other way is that Shein does not increase the price and the end customer will have to do a separate payment to pay for the duty.
 

Captainquirk

New Member
Registered Member
Lol that's not what they said.

“don’t need to worry about paying anything extra after checking out.”

“Any outside information claiming you have to pay tariffs separately for your Shein items is false,” the company said. “Shein remains 100% committed to simple, affordable and all-in pricing.”

Tariffs are priced in already. Buyers just won't see it as a separate item.

Lol nice cope.
You right. A bit of deceptive marketing from SHEIN. I read that too quickly this evening. And you have to excuse my public school education from Detroit. Only semiliterate.
 

JJD1803

Junior Member
Registered Member
The bond market has been bonkers and it looks like Trump is facing the Liz Truss scenario. 30 year treasury bond is dancing around 5% and the 10 year treasury bonds are dancing near 4.5%. This is not good. This means it’s not just the trade war is an issue. It’s likely bond holders are making a statement that they need more returns for holding US debt. And the new Trump tax cuts are not helping. It’s reported that the tax cuts will increase US debt to $3.3 trillion and boost the annual deficits to more than 7% of GDP by 2034. That’s an additional $330 billion bond sales for the next 10 years. Also they want to increase the debt limit to an insane $4 trillion. All these numbers are mind numbing. This explains why bondholders are revolting. Yields going higher is going to have knockoff effects on the economy that’s already slowing down. Mortgages,credit card debt, auto loans, student loans are all going to be impacted in a time when US consumers are stretched thin. And this doesn’t include recession which is coming. When recession hits that means dropping tax revenue meaning more borrowing. Debt service is creeping higher and higher. Sooner than later there will be a debt crisis. i though we would reach a debt crisis by the mid 2030s. At this rate we might have a US sovereign debt crisis in Trump 2.0 before the 2028 elections.
 

AndrewS

Brigadier
Registered Member
The bond market has been bonkers and it looks like Trump is facing the Liz Truss scenario. 30 year treasury bond is dancing around 5% and the 10 year treasury bonds are dancing near 4.5%. This is not good. This means it’s not just the trade war is an issue. It’s likely bond holders are making a statement that they need more returns for holding US debt. And the new Trump tax cuts are not helping. It’s reported that the tax cuts will increase US debt to $3.3 trillion and boost the annual deficits to more than 7% of GDP by 2034. That’s an additional $330 billion bond sales for the next 10 years. Also they want to increase the debt limit to an insane $4 trillion. All these numbers are mind numbing. This explains why bondholders are revolting. Yields going higher is going to have knockoff effects on the economy that’s already slowing down. Mortgages,credit card debt, auto loans, student loans are all going to be impacted in a time when US consumers are stretched thin. And this doesn’t include recession which is coming. When recession hits that means dropping tax revenue meaning more borrowing. Debt service is creeping higher and higher. Sooner than later there will be a debt crisis. i though we would reach a debt crisis by the mid 2030s. At this rate we might have a US sovereign debt crisis in Trump 2.0 before the 2028 elections.

Moodys is expecting 9% budget deficits by 2035

ft.com/content/e456ea34-c6ad-43fe-abe9-d4ce781c07b4
 

Bellum_Romanum

Brigadier
Registered Member
Are all Americans 5 years old? Walmart was summoned by the Ministry of Commerce specifically for asking suppliers to lower prices to absorb tariffs, do you think Beijing cares if Walmart do so by sending a Karen to throw a tantrum or by threatening to switch suppliers? Do you think at Walmart's scale they can switch suppliers without detection?

Yeah Walmart can switch suppliers, they just have to pay the same or more than the previous supplier, Beijing didn't ban them from switching suppliers, Beijing just banned them from passing tariff cost to any Chinese supplier.

The nature of trade war isn't up to America to decide, the moment you started it, you better be ready to fight it, if Beijing wants Americans to suffer in this war, you better be ready to suffer.
That dude isn't "American" he's a simping theocratic idiotic Tibetan separatist. The guy is clearly delusional, high on privilege since his posts on economics reek of someone not holding a job for a day in his life, other than reading talking points from U.S. think tanks.
 

Captainquirk

New Member
Registered Member
That dude isn't "American" he's a simping theocratic idiotic Tibetan separatist. The guy is clearly delusional, high on privilege since his posts on economics reek of someone not holding a job for a day in his life, other than reading talking points from U.S. think tanks.
Very nicely said. You ever think about writing more poetry. You have a wonderful way with words.
 

alfreddango

Junior Member
Registered Member
The bond market has been bonkers and it looks like Trump is facing the Liz Truss scenario. 30 year treasury bond is dancing around 5% and the 10 year treasury bonds are dancing near 4.5%. This is not good. This means it’s not just the trade war is an issue. It’s likely bond holders are making a statement that they need more returns for holding US debt.
aren't they just selling bonds to raise money to buy stocks?
 
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