Was sie hier rechts neben dem Bild der US-Arbeitsministerin sehen, sind übrigens alles ganz wichtige Arbeitswerte. An den grünen Zahlen kann man sehen, wie viel goldener das angebrochene Zeitalter für die amerikanische Arbeiterklasse bereits geworden ist! Und das Beste: Es sind faire Werte!
Trump II [Sammelthread]
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(TEUs sind Standard-Frachtcontainer)
Der Artikel erklärt ganz gut, warum der Zollkrieg zwischen dem amerikanischen Kaiserreich und der Volksrepublik China nicht nur den amerikanisch-chinesischen, sondern auch den restlichen transpazifischen und weltweiten Handel betrifft, und warum das womöglich auch dauerhafte Auswirkungen auf die gesamte verfügbare Ladekapazität und die Preise in der Logistik haben wird.
Trade war fallout: Cancellations of Chinese freight ships begin as bookings plummet
- The number of canceled sailings of freight vessels out of China is picking up as ocean carriers attempt to manage a pullback in orders due to the trade war and tariffs.
- A steep decline in containers being shipped to the U.S. will have a big impact on the supply chain, from port to trucking, rail and warehouse economics.
- “We won’t go to zero containers, but we will see a decrease in containers and as a result, in the future we will see a massive raft of blank sailings announced,” one freight expert tells CNBC.
Alles anzeigen[...] 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.
The World Trade Organization warned on Wednesday that the outlook for global trade has “deteriorated sharply” in the wake of Trump’s tariffs plan. JB Hunt shares hit their lowest level since November 2020 after commentary during the trucking company’s earnings call about the uncertainty from tariffs.
“We have no way of knowing how significant this drop in orders will be on vessel schedules,” said Alan Murphy, CEO of Sea-Intelligence. “There are no models to extrapolate this. What I can tell you is the majority of containers on the vessels servicing the Asia to U.S. trade routes is China. We won’t go to zero containers, but we will see a decrease in containers and as a result, in the future, we will see a massive raft of blank sailings announced.”
China accounts for approximately 30% of all U.S. containerized imports (down from 37% in 2018), but accounts for approximately 54% of all U.S. containerized imports from Asia (down from 67% in 2018). [...]
As a result of the decrease in containers, ocean carriers will not only cancel vessels, but also adjust or cancel vessel routes commonly called “vessel strings,” such as the ONE service from China to Vancouver and Tacoma. These routes dedicating vessels to move the ocean freight at specific ports take months of planning. The elimination of vessels also impacts U.S. exports bound for Asia and relying on ships traveling in both directions.
Ocean carriers need to move full vessels to generate a return on investment, but it is not in their best interest to use large vessels if they cannot be filled. To ensure vessels are used at full capacity, carriers have a number of ways to alter the vessel strings. Stretching out ship arrivals by canceling sailings is an option for container volume to better match capacity. According to Murphy, 99% of vessel services are weekly and it takes a vessel approximately seven weeks to make a round trip.
“During Covid, ocean carriers parked their vessels for maintenance,” Murphy said. “Ocean carriers can also blank (cancel) a sailing, omit vessel strings entirely, use smaller vessels, or slow steam the vessels where they are traveling longer.”
These measures will cut the available vessel capacity for containers, according to Murphy, which helps remaining ships to be filled, with uncertain implications for overall pricing in the ocean freight business. While a decline in sailings could lead to a drop in prices, during Covid, blank sailings were identified by shippers around the world as a reason for container rates that spiked as high as $30,000. In that case, shippers say the ocean carriers canceled sailings for longer than needed. [...]
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https://www.whitehouse.gov/articles/2025/04/8716/
ZitatAlles anzeigenRemarks by Director Kratsios at the Endless Frontiers Retreat
THE GOLDEN AGE OF AMERICAN INNOVATION
AS PREPARED FOR DELIVERY
Endless Frontiers Retreat, Austin, Texas
April 14, 2025
ZitatBut we are capable of so much more.
Our technologies permit us to manipulate time and space. They leave distance annihilated, cause things to grow, and improve productivity.
Das erklärt, was er danach sagt:
ZitatWe can build in new ways that let us do more with less, or we can borrow from the future. We have chosen to borrow from the future again and again. Our choice as a civilization is technology or debt. And we have chosen debt.
Offenbar haben die USA sich auch schon in der Zukunft verschuldet.
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Vance versucht es nochmal mit einem anderen Tonfall gegenüber uns:
https://unherd.com/2025/04/jd-vance-my-message-to-europe/
ZitatJD Vance: My message to Europe America doesn’t want a vassal continent
“It’s not good for Europe to be the permanent security vassal of the United States.” So says JD Vance during a phone conversation with UnHerd on Monday, his first major interview with a European outlet since taking office as Vice President. [...]
Treibt aber interessante Blüten diese Botschaft:
ZitatVance also alludes to his own experience as a combat veteran of the Iraq War. “Something I know a little bit more personally: I think a lot of European nations were right about our invasion of Iraq. And frankly, if the Europeans had been a little more independent, and a little more willing to stand up, then maybe we could have saved the entire world from the strategic disaster that was the American-led invasion of Iraq.”
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Sonstige Nachrichten: Die USA wollen, dass ihre europäischen Vasallen für sie ins Schwert fallen.
https://www.irishtimes.com/pol…ice-between-us-and-china/
ZitatAlles anzeigenUS to demand EU pulls away from China in return for cutting tariffs
Confidential briefing documents identify what US may seek in talks and point to early move on pharma tariffs
The United States will seek to force the European Union to choose between the US and China on trade, according to briefings circulated to senior ministers and officials after Tánaiste Simon Harris’s meeting in Washington last week with US commerce secretary Howard Lutnick.
The briefings, confirmed by multiple senior sources, go considerably further than before in identifying the ultimate US agenda for any future trade negotiations.
They suggest that the overall US strategy is to decouple from China, and that any country who wishes to have a trade deal with the US will also have to distance itself from Beijing
Ins Schwert fallen, aber auch Zugeständnisse machen:
ZitatThe briefings suggest that the US is willing to consider a trade deal with the EU on these terms – but it would also want the EU to limit or discontinue non-tariff barriers to trade, potentially including stringent EU product standards, including some food standards.
At present neither US beef nor chicken can gain entry to the EU market because of strict EU rules – something which has repeatedly been complained of by the Trump administration.
But senior Irish and EU sources dismissed any chance that the EU would change its standards on, for example, hormone-treated beef and chlorine-washed chicken.
Ohne den spezifischen Bezug zur EU wird das auch vom Wall Street Journal berichtet:
https://www.wsj.com/politics/p…to-isolate-china-177d1528
ZitatU.S. Plans to Use Tariff Negotiations to Isolate China
Treasury Secretary Scott Bessent wants trading partners to limit China’s involvement in their economies in exchange for concessions on reciprocal tariffs
The Trump administration plans to use ongoing tariff negotiations to pressure U.S. trading partners to limit their dealings with China, according to people with knowledge of the conversations.
Wie sieht so eine Limitierung aus? Nun das sollen mögliche Forderungen sein:
ZitatThe idea is to extract commitments from U.S. trading partners to isolate China’s economy in exchange for reductions in trade and tariff barriers imposed by the White House. U.S. officials plan to use negotiations with more than 70 nations to ask them to disallow China to ship goods through their countries, prevent Chinese firms from locating in their territories to avoid U.S. tariffs, and not absorb China’s cheap industrial goods into their economies.
Der Artikel behauptet auch, was mein Verdacht war, die reduzierten Zölle für 90 Tage mit dem Ziel Verbündete gegen China zu sammeln waren eigentlich ein Ansatz um Trump die Aussetzung zu verkaufen:
ZitatOne brain behind the strategy is Treasury Secretary Scott Bessent, who has taken a leading role in the trade negotiations since Trump announced a 90-day pause on reciprocal tariffs for most nations—but not China—on April 9.
Bessent pitched the idea to Trump during an April 6 meeting in Mar-a-Lago, said people familiar with the discussion, saying that extracting concessions from U.S. trading partners could prevent Beijing and its firms from avoiding U.S. tariffs, export controls and other economic measures, the people said.
The tactic is part of a larger strategy being pushed by Bessent to isolate the Chinese economy, which has gained traction among Trump officials recently. Debates over the scope and severity of U.S. tariffs are ongoing, but officials largely appear to agree with Bessent’s China plan.
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Ein weiteres Beispiel dafür, dass die US-Regierung für Musk aktuell auch ein bisschen ein persönlicher Vergnügungspark ist [...]
Laut dieser Meldung scheint diese Zeit schon eine Weile vorbei zu sein:
https://www.axios.com/2025/04/…k-pentagon-briefing-china
ZitatAlles anzeigenTrump dashed Musk's secret Pentagon briefing on China
Beyond tariffs and court battles over Trump policies, two pieces of White House palace intrigue emerged Tuesday:
- Defense Secretary Pete Hegseth suspended two top Pentagon officials, Dan Caldwell and Darin Selnick, as part of an investigation into who leaked word of a planned top-secret briefing on China for Elon Musk.
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Axios learned that Musk or Hegseth didn't just decide to call off that briefing after the leak. President Trump himself ordered staffers to kill it.
"What the f**k is Elon doing there? Make sure he doesn't go," Trump said, a top official recalled to Axios.
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Es gibt wohl doch einen menschlichen Faktor und der zieht bei Meloni mehr wie bei Kallas/Leyen.
Hoffentlich kann sie da was vermitteln ...
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Hoffentlich nicht. Ein Bruch ist hier deutlich zu bevorzugen.
Aber realistischerweise wird sie nichts rausholen können. Bei der Handelspolitik sitzen wir wirklich in einem Boot. Wenn wir uns uneinig sind, passiert halt gar nichts.
Nebenbei nachdem sich Meloni unerwartet als Selenskyj-Fangirl erwiesen hatte, scheint sie auch noch besonders usi-hörig zu sein. Wofür ist die überhaupt gut?
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Natürlich macht sie in erster Linie bilaterale Geschäfte.
Das Merz als Kanzler als erstes nach Kiev will ist unglaublich unklug, da würden sich viele andere Sachen anbieten, z.B Trump (um unsere Industrie nicht zu vergessen). Aber vielleicht wurde schon angefragt und er bekommt keinen kurzfristigen Termin.
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https://www.bloomberg.com/news…-oil-as-trade-war-worsens
ZitatChina Pivots From US to Canada for More Oil as Trade War Worsens
Chinese refiners are importing record amounts of Canadian crude after slashing purchases of US oil by roughly 90% amid escalating trade tensions.
A pipeline expansion in Western Canada that opened less than a year ago has presented China and other East Asian oil importers with expanded access to the vast crude reserves in Alberta’s oilsands region.
Mehr Gründe Kanada zu erobern.
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Supreme Court to hear arguments on whether Trump can implement plan banning birthright citizenship
The Trump administration wants to end automatic birthright citizenship as enshrined in the Constitution's 14th Amendment.
Alles anzeigen[...] It has long been widely accepted, including by legal scholars on the left and right, that the Constitution's 14th Amendment confers automatic citizenship to almost anyone born in the United States.
“All persons born or naturalized in the United States, and subject to the jurisdiction thereof, are citizens of the United States,” the amendment says. Based on historical practice, the only exception is people who are the children of diplomats.
Trump wants to adopt a completely new meaning of the language that would confer citizenship only on those who have at least one parent who is a U.S. citizen or permanent resident.
Speaking at the White House on Thursday afternoon, Trump expressed his view that the 14th Amendment was directed only at former slaves, "and if you look at it that way we will win."
It's a view the majority of legal experts, as well as those who have challenged the proposal, disagree with.
"President Trump’s attempt to terminate birthright citizenship is blatantly unconstitutional, which is why every court to date has rejected his administration’s filings," New Jersey Attorney General Matthew Platkin, a Democrat, said in a statement Thursday.
Trump's executive order, issued on his first day in office in January, was immediately challenged, and every court that has ruled on the proposal so far has blocked it. At issue at the Supreme Court were cases filed in Maryland, Massachusetts and Washington state.
In court papers acting Solicitor General Sarah Harris said that judges did not have the authority to issue nationwide injunctions and that the states that sued did not have legal standing.
The Trump plan has the backing of 21 other states.
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A whistleblower's disclosure details how DOGE may have taken sensitive labor data
In the first days of March, a team of advisers from President Trump's new Department of Government Efficiency initiative arrived at the Southeast Washington, D.C., headquarters of the National Labor Relations Board.
Alles anzeigen[...] according to an official whistleblower disclosure shared with Congress and other federal overseers that was obtained by NPR, subsequent interviews with the whistleblower and records of internal communications, technical staff members were alarmed about what DOGE engineers did when they were granted access, particularly when those staffers noticed a spike in data leaving the agency. It's possible that the data included sensitive information on unions, ongoing legal cases and corporate secrets — data that four labor law experts tell NPR should almost never leave the NLRB and that has nothing to do with making the government more efficient or cutting spending.
Meanwhile, according to the disclosure and records of internal communications, members of the DOGE team asked that their activities not be logged on the system and then appeared to try to cover their tracks behind them, turning off monitoring tools and manually deleting records of their access — evasive behavior that several cybersecurity experts interviewed by NPR compared to what criminal or state-sponsored hackers might do.
The employees grew concerned that the NLRB's confidential data could be exposed, particularly after they started detecting suspicious log-in attempts from an IP address in Russia, according to the disclosure. Eventually, the disclosure continued, the IT department launched a formal review of what it deemed a serious, ongoing security breach or potentially illegal removal of personally identifiable information. The whistleblower believes that the suspicious activity warrants further investigation by agencies with more resources, like the Cybersecurity and Infrastructure Security Agency or the FBI.
The labor law experts interviewed by NPR fear that if the data gets out, it could be abused, including by private companies with cases before the agency that might get insights into damaging testimony, union leadership, legal strategies and internal data on competitors — Musk's SpaceX among them. It could also intimidate whistleblowers who might speak up about unfair labor practices, and it could sow distrust in the NLRB's independence, they said.
The new revelations about DOGE's activities at the labor agency come from a whistleblower in the IT department of the NLRB, who disclosed his concerns to Congress and the U.S. Office of Special Counsel in a detailed report that was then provided to NPR. Meanwhile, his attempts to raise concerns internally within the NLRB preceded someone "physically taping a threatening note" to his door that included sensitive personal information and overhead photos of him walking his dog that appeared to be taken with a drone, according to a cover letter attached to his disclosure filed by his attorney, Andrew Bakaj of the nonprofit Whistleblower Aid.
The whistleblower's account is corroborated by internal documentation and was reviewed by 11 technical experts across other government agencies and the private sector. In total, NPR spoke to over 30 sources across the government, the private sector, the labor movement, cybersecurity and law enforcement who spoke to their own concerns about how DOGE and the Trump administration might be handling sensitive data, and the implications for its exposure. [...]
Interessiert offenbar kaum jemand, obwohl da sogar mutmaßliche Russen
- oder zumindest eine russische IP - involviert waren.
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LOL
“懂王” (Dong Wang) - "king of understanding" gefällt mir am besten.
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Ich hätte ja vermutet, die sehen in ihm eine amerikanische Version von Wang Mang.
Der pflegte auch einen Kult um seine Person, ja sogar einen Reinkarnations-Mythos gab es, wie bei Trump.
Seine Geldpolitik und insbesondere der Flirt mit dem Bitcoin Scam hat auch ein bisschen was von Wang Mangs Messermünzenpolitik.
Auch damals hieß die es make the Empire Great again.
Nunja, kein Vergleich ist perfekt. Enteignungen drohen unter Trump vermutlich genauso wenig wie ein Verbot von privatem Grundbesitz.
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Aber realistischerweise wird sie nichts rausholen können. Bei der Handelspolitik sitzen wir wirklich in einem Boot. Wenn wir uns uneinig sind, passiert halt gar nichts.
https://www.politico.com/news/…deal-with-europe-00296112
ZitatMeloni, the first European leader to visit the White House since Trump imposed and then paused a sweeping tariff regime against the European Union, noted that she couldn’t negotiate on behalf of the entire 27-member bloc but suggested that frank conversations would pave the way for an eventual agreement. European goods are still subject to Trump’s 10 percent global tariff on nearly everything imported into the United States.
“I’m sure we can make a deal,” Meloni said in front of journalists at the start of a lunch meeting. “I’m here to help with that.”
Nebenbei nachdem sich Meloni unerwartet als Selenskyj-Fangirl erwiesen hatte, scheint sie auch noch besonders usi-hörig zu sein. Wofür ist die überhaupt gut?
https://www.euronews.com/my-eu…ting-with-eu-institutions
Zitat"I believe in the unity of the West, we simply have to talk and arrive at results, and find ourselves in the best middle ground to grow together. When I speak of the West I am not speaking only geographically but as a civilisation," said Meloni, who readapted Trump's 'Make America Great Again' slogan, and expressed her desire to to 'MWGA'; Make the West Great Again.Da kommt der Postfaschismus durch ... aber ist jetzt auch eher ästhetisch von westlicher Suprematie in der "liberalen" Variante zu unterscheiden.
Diese rechten MEGA- oder MGWA-Enthusiasten muss man auch im Auge behalten. Nicht, dass die am Ende wirklich etwas kitten.
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Läuft:
https://nicholasdecker.substack.com/p/when-must-we-kill-them
ZitatAlles anzeigenWhen Must We Kill Them?
Evil has come to America. The present administration is engaged in barbarism; it has arbitrarily imprisoned its opponents, revoked the visas of thousands of students, imposed taxes upon us without our consent, and seeks to destroy the institutions which oppose it. Its leader has threatened those who produce unfavorable coverage, and suggested that their licenses be revoked. It has deprived us, in many cases, of trial by jury; it has subjected us to a jurisdiction foreign to our constitution, and has transported us beyond seas to be imprisoned for pretended offenses. It has scorned the orders of our courts, and threatens to alter fundamentally our form of government. It has pardoned its thugs, and extorted the lawyers who defended its opponents.
[...]
What remains for us to decide is when we fight. If the present administration wills it, it could sweep away the courts, it could sweep away democracy, and it could sweep away freedom. Protest is useful only insofar as it can effect action. Our words might sway the hearts of men, but not of beasts.
If the present administration chooses this course, then the questions of the day can be settled not with legislation, but with blood and iron. In short, we must decide when we must kill them. None of us wish for war, but if the present administration wishes to destroy the nation I would accept war rather than see it perish. I hope that you would choose the same.
Nachdem der Text Aufmerksamkeit auf sich gezogen hat, wurde vom Autor dieser Hinweise davor gesetzt:
ZitatEdit 04/18/2025: Well didn’t that get quite a reception! The response has been far greater than I anticipated; I was certainly impressed by the inventiveness and facility of my interlocutors with slurs. I wish to make a few points clear. Violence is a last resort, not a first resort. It must come after the exhaustion of all possible remedy. It is not, moreover, appropriate for decisions which are merely unwise or disastrous. It is to be employed only in defense of our Constitution, and of democracy. If it is resorted to, it must be narrowly targeted, and aimed only at extirpating those who have power, and are unjustly resisting giving it up.
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https://www.gov.ca.gov/2025/04…president-trumps-tariffs/
ZitatGovernor Newsom files lawsuit to end President Trump’s tariffs
What you need to know: California today filed a lawsuit challenging President Trump’s authority to unilaterally enact tariffs, which have created economic chaos, driven up prices, and harmed the state, families, and businesses.
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"Das ist Schwellenlandterritorium"
Tooze: Der Slogan an der Börse war »Sell America«
Donald Trumps Handelskrieg hätte fast eine ernsthafte Finanzkrise ausgelöst. Die ersten Anzeichen dafür haben wir bereits gesehen: Aktien wurden verkauft, Staatsanleihen wurden verkauft und der Dollar wurde verkauft. Das hätte sich sich zu einer ordentlichen Finanzkrise weiterentwickeln können. [...]
Alles anzeigen00:00 Einführung in den Handelskrieg
03:08 Die Auswirkungen der Zölle auf den Welthandel
05:57 Die Unsicherheiten der Finanzmärkte
09:14 Der Dollar und seine Rolle als Weltreservewährung
11:57 Die Zukunft der amerikanischen Wirtschaft und der Zinsen
20:51 Die Unsicherheit der amerikanischen Wirtschaft
22:30 Rezession und ihre Auswirkungen auf den Arbeitsmarkt
24:05 Politische Polarisierung und ihre Auswirkungen auf die Finanzmärkte
28:37 Zukunft der Fiskalpolitik unter Trump
32:42 Die Rolle der Government Efficiency und der Zentralbank
36:34 Rückblick auf die ersten 100 Tage der Trump-Administration
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Idiocracy is real...
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