If Lutnick's comments about giving relief on tariffs for Canada/Mexico holds, it would ease some of our concerns,
The economic impact and consumer impact is still ahead of us,
This supports our view that there will be a goods-driven resurgence in core inflation in the second half of the year,
Clearly, tariffs will impact the manufacturing sector harder than the overall economy, but the prospect of sharp tariff hikes is clearly going to be bad for the economy, and the unpredictability on this issue over the last few months makes things even worse,
Tariffs are about making America rich again and making America great again,
I make no judgments about whether the Trump administration's worldview is good or bad; or even right or wrong,
If higher tariffs trigger a rerouting in trade, then U.S. price levels may not rise. For instance, higher taxes on Chinese goods previously led to an increase in imports from Vietnam, not hit by tariffs."
A more accurate measure of GDP would exclude government spending."
The fear here is that it's going to slow (economic) growth,
Equity valuations have been very elevated and there's been yellow flags all over the horizon given moves to cut government spending,
What about specifically on how they [Americans] feel about bringing the war to an end?"
The more TSMC produces in the US, the lower Taiwan’s geopolitical importance will be, and the less incentive the US will have to help Taiwan in the future,
[It ... It] will at least give us a position where … in this very, very important business, we would have a very big part of it in the US,
TSMC already has plants in the US and Japan, and it’s now building new a plant in Germany,
Where is Taiwan’s national security if TSMC become ASMC and the sacred mountain that protects the country is gone?”
Taking away Taiwan’s technology sector will reduce the power of Taiwan’s’ ‘silicon shield’,
I think it is impossible for the US to withdraw from the Indo-Pacific because it is the core interest of the US, whether from the perspective of economic growth, political views or military security,
Well, I'll let you know tomorrow night
The big question is why Bezos’s language and behavior have changed so dramatically,
Because of the tariffs imposed by the U.S., Americans will pay more for groceries, gas, and cars, and potentially lose thousands of jobs,