Trump Era 2025-2029 : Stock and Economic Comment

[waterbottle]

Is the recession already here?

https://www.cnbc.com/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html

The impact of the diminished freight container traffic to North America will be significant for many links in the economy and supply chain, including the ports and logistics companies moving the freight. If each sailing was carrying 8,000 to 10,000 TEUs (twenty-foot equivalent units), that would equal a decline in freight traffic of between 640,000-800,000 containers, and lead to decreased crane operations at the ports, lower fees that could be collected, and declines in container pick-ups and transports by trucks, rails, and to warehouses for storage.

 

[sptrawler]

The EU looking at other options to curb the rise of Chinese cars.

MSN

Tariffs of up to 45 per cent on Chinese-made electric cars imported into the European Union may be replaced with a new ‘minimum pricing’ system after previously stalled discussions between the two trading partners were re-started.

A ‘minimum pricing’ arrangement – also referred to as ‘price floors’ or ‘price undertakings’ – between the European Union (EU) and China would see tariffs abolished and set minimum prices agreed upon.

According to Reuters, European trade commissioner Maros Sefcovic has said any new policy would have to be as effective as tariffs, given the approach has previously only been applied on ‘homogenous commodities’.

The tariffs – which only apply to battery-electric vehicles and not Chinese-made hybrids or other cars – have not stopped the growth of Chinese brands in Europe, with sales increasing 64 per cent (across all models, not only electric) in February 2025 alone.

Some of the cheapest electric cars on sale in the EU, even from European brands, are made in China and include the Citroen e-C3 and the Dacia Spring, neither of which are currently offered in Australia.

Yet sales of Chinese-made electric cars did fall 3.4 percent in February, however, while European battery-electric vehicles sales increased 26 per cent.
The return of the EU and China to the negotiating table last week was motivated by the need to respond to extraordinary tariffs between the United States (US) and China on all goods – including electric cars.

While some concessions from the US have allegedly been made – such as on electronics, although this is not confirmed – the rapidly changing trade battle has not seen tariffs on vehicles reduced at the time of writing.

 

[DannyB0000]

The good 'ol US of A Broke, busted and f***ed

Not completely broke but give it a few months and they we will see

 

[finicky]

 

[sptrawler]

China being honest, but there is signs of hope, for a negotiated outcome.

MSN

China has warned the United States that it 'should stop whining about being a victim in global trade' in its latest swipe at Donald Trump's tariffs, as the trade war between the two superpowers continues to escalate. Washington has raised levies on goods from China to a staggering 145 per cent as part of Trump's worldwide tariffs rollout in recent weeks, which he said aimed to stop the US being 'ripped off' by trading partners.

China responded by hiking levies on US goods to 125 per cent last week, and while the tit-for-tat tariff increases appears to have paused, the animosity between the two nations has shown no signs of letting up amid a blistering war of words. 'The US is not getting ripped off by anybody,' an editorial in state-run media outlet China Daily read last night. 'The problem is the US has been living beyond its means for decades. It consumes more than it produces. It has outsourced its manufacturing and borrowed money in order to have a higher standard of living than it's entitled to based on its productivity. Rather than being "cheated", the US has been taking a free ride on the globalization train.'

The article concludes: 'The US should stop whining about itself being a victim in global trade and put an end to its capricious and destructive behavior. Instead, it should commit itself to working with its trading partners to establish a fair, free and WTO-centered multilateral trading system that is in line with the times.' T

 

[finicky]

The 'Conversation'
In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand

Trump’s tariffs may hurt, but this time China holds more cards − and could turn the pressure into a strategic advantage.

theconversation.com

Is that a version of a Mao outfit?

 

[TimeISmoney]

The 'Conversation'
In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand

Trump’s tariffs may hurt, but this time China holds more cards − and could turn the pressure into a strategic advantage.

theconversation.com

Is that a version of a Mao outfit?

View attachment 197706

Better start learning Mandarin, and erase your computer history before they take over.

 

[farmerge]

Better start learning Mandarin, and erase your computer history before they take over.




View attachment 197725

@TimeISmoney Would have thought that there enough Chinese Nationals here in this country already for a takeover.
Perhaps we will become serfs in our own country if and when (Heaven forbid) if that ever occurs.

 

[TimeISmoney]

@TimeISmoney Would have thought that there enough Chinese Nationals here in this country already for a takeover.
Perhaps we will become serfs in our own country if and when (Heaven forbid) if that ever occurs.

I hope Trump and Xi can either separate economies or find a way to get along, because we are the meat in the sandwich at this stage.

 

[farmerge]

I hope Trump and Xi can either separate economies or find a way to get along, because we are the meat in the sandwich at this stage.

I like the meat bit as our beef exports to the Chinese has increased since the mad POTUS has upset the apple cart.
Anyone with Euro cross will be smiling from ear to ear.
Our local saleyards saw a good improvement in cents per kilo on Monday.
I just hope it wasn't a flash in the pan.
I will be getting a truck load of weaner bulls and heifers ready for my first sale at the yards over Easter.

 

[divs4ever]

The good 'ol US of A Broke, busted and f***ed

BUT it isn’t the only one , you have Japan which got there well before that ,some are asking questions about the UK ,there are several others very well stuffed and spit roasted Greece , Argentina etc etc

 

[sptrawler]

Better start learning Mandarin, and erase your computer history before they take over.




View attachment 197725

Don't bother with erasing the memory, they probably already have a copy of it. Lol

 

[sptrawler]

BUT it isn’t the only one , you have Japan which got there well before that ,some are asking questions about the UK ,there are several others very well stuffed and spit roasted Greece , Argentina etc etc

Most Western countries are running sizable deficits. Lol

 

[divs4ever]

I hope Trump and Xi can either separate economies or find a way to get along, because we are the meat in the sandwich at this stage.

China is going it’s seperate way with BRICS and other trade partnerships

The 'Conversation'
In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand

Trump’s tariffs may hurt, but this time China holds more cards − and could turn the pressure into a strategic advantage.

theconversation.com

Is that a version of a Mao outfit?

View attachment 197706

it might be Xi's father's suit

maybe if you provoke him enough he would know exactly how Mao would act
remember what happened after the ( then ) US president threatened to 'nuke ' China if they helped North Korea ?

 

[divs4ever]

Don't bother with erasing the memory, they probably already have a copy of it. Lol

yes , and they probably stole it from your own government's stash

 

[divs4ever]

Don't bother with erasing the memory, they probably already have a copy of it. Lol

well Taiwan had copies of Hunter Biden's laptop , and laughed about how many other nations probably had copies as well

 

[DannyB0000]

Better start learning Mandarin, and erase your computer history before they take over.




View attachment 197725

I would say the same thing about US border control. Apparently they are insisting that foreigners give them their phones or laptops to check for any anti trump posts on their devices.