Trump II [Sammelthread]

Vielleicht ist es gar nicht ideologische Kompatibilität, vielleicht fühlt sich Meloni von der Männlichkeit der Zölle angezogen:

https://www.mediamatters.org/f…yron-trumps-manly-tariffs

Zitat

Fox news chyron: “Trump's manly tariffs”

Jesse Watters: “When you sit behind a screen all day, it makes you a woman”

[Video]

GREG GUTFELD (CO-HOST): Could trump's tariffs be the ultimate testosterone boost? This self-proclaimed MAGA-lefty says yes.

...

JESSE WATTERS (CO-HOST): When you sit behind a screen all day, it makes you a woman. Studies have shown this. Studies have shown this. And if you're out working, like building robots like Harold, you are around other guys. You're not around HR ladies and lawyers that gives you estrogen.

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Jesus fucking Christ...

https://twitter.com/FBIDirecto…tatus/1909635805271703642

Zitat

This FBI will be working every single day to root out corrupt CCP influence in America — including with our farmland and food supply.

[Bild]

Er verweißt mit dem Bild und Link im Folgebeitrag auf diesen Artikel

https://www.foxnews.com/politi…chinese-influence-us-soil

Zitat

FBI Director Patel leads charge to root out Chinese influence on US soil

Trump emphasized that Chinese-owned farmland “has been an issue for years"

https://www.bnnbloomberg.ca/ta…ght-white-house-confirms/

Zitat

The U.S. will impose 104 per cent tariffs against China at midnight tonight, White House spokesperson Karoline Leavitt confirmed at a press briefing.

“If China reaches out to make a deal, [Trump] will be incredibly gracious, but he’s going to do what’s best for the American people,” she said from the podium.

Klingt nach: "Please reach out!"

Zumal gestern war die Ansage ja noch:

Zitat von Wemir

https://truthsocial.com/@realD…/posts/114297331052690348

Zitat

[...] Therefore, if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th. Additionally, all talks with China concerning their requested meetings with us will be terminated! [...]

Zitat von Wemir

Also das klingt dann doch so, als wäre Musk in Ungnade gefallen und ich dachte eigentlich er ist derjenige, der Trump die Gnade gewährt. Aber wenn ein Untergebener dich derart abkanzeln darf:

Zitat von Wemir

https://www.bbc.com/news/articles/cdrgx4ky1xxo

Zitat

Musk labels Trump trade adviser 'moron' over Tesla comments

Elon Musk has called President Donald Trump's trade adviser, Peter Navarro, a "moron" over comments he made about his electric vehicle firm, Tesla

Natürlich ist Navarro insbesondere in diesem Moment nicht nur irgendein Untergebener. Er hat Trump in dieser Politik bestärkt und gehört zu den Leuten, die ihm gerade am meisten zuraten werden, den Kurs zu halten. Navarro hat diese Buch mitgeschrieben (zumindestens gibt es einen Koautor):

https://en.wikipedia.org/wiki/Death_by_China

Zitat

Death by China: Confronting the Dragon – A Global Call to Action is a 2011 non-fiction book by Peter Navarro and Greg Autry that chronicles the alleged threats to America's economic dominance in the 21st century posed by China and the Chinese Communist Party, "from currency manipulation and abusive trade policies, to deadly consumer products".

Inklusive eines erfundenen Experten:

Zitat

The book cites a claim by Ron Vara, a fictitious Harvard economics student, "The Manufacturing Dragon is voracious. The Colonial Dragon is relentless. The American Eagle is asleep at the wheel.", which was later discovered to be an invention of Navarro. In response, publisher Prentice Hall stated that a disclaimer will be added to future editions of the book.

Ron Vara -> naVaRro

Die Legende ist, dass Kushner Navarro über das Buch gefunden und dann für die Trump-Kampagne rekrutiert hat:

https://www.vanityfair.com/new…non-white-house-civil-war

Zitat

[...] At one point during the campaign, when Trump wanted to speak more substantively about China, he gave Kushner a summary of his views and then asked him to do some research. Kushner simply went on Amazon, where he was struck by the title of one book, Death by China, co-authored by Peter Navarro. He cold-called Navarro, a well-known trade-deficit hawk, who agreed to join the team as an economic adviser. (When he joined, Navarro was in fact the campaign’s only economic adviser.) [...]

Insofern ist es interessant, wenn Navarro Ansagen macht, was alles nicht ausreicht:

https://www.cnbc.com/2025/04/0…heating-that-matters.html

Zitat

Peter Navarro says Vietnam's 0% tariff offer is not enough: 'It's the nontariff cheating that matters'

White House trade advisor Peter Navarro said Monday that an offer by Vietnam to eliminate tariffs on U.S. imports would not be enough for the administration to lift its new levies announced last week.

"Let's take Vietnam. When they come to us and say 'we'll go to zero tariffs,' that means nothing to us because it's the nontariff cheating that matters," Navarro said on CNBC's "Squawk Box."

https://twitter.com/LettieriDC/status/1909344682418880557

Zitat

Peter Navarro said something quite revealing on CNBC today about BMW's factory in South Carolina: "That doesn't work for America. It's bad for our economics, it's bad for our national security."

This piqued my interest. I grew up very close to that BMW facility -- the company's largest in the world -- and I watched it transform my state and region with more than $13 billion invested in since 1992, 11,000 jobs onsite at an 8 million square foot campus, $10+ billion in exports in 2023 alone, etc. One study put the annual economic impact of the plant at $27 billion. In a small state, these are absolutely game-changing numbers.

For all these reasons, BMW's investment has been hailed as a turning point in the state's economic history. Earlier this year, for example, Gov. Henry McMaster said this: "BMW's arrival in South Carolina over 30 years ago transformed our economy and global reputation." He's right. The investment was instrumental in helping the state transition from a textile-dependent economy for most of the 20th century to one with a vibrant advanced manufacturing industry today.

In light of all this, how in the world does Navarro conclude that BMW's investment "doesn't work for America"? I mean, even trade restrictionists have long praised this kind of inbound foreign direct investment in U.S. auto manufacturing. Not Navarro. He's setting a new bar: whatever benefits BMW has delivered are more than canceled out by the fact that it sources parts from a global supply chain. And this is the vision behind the new tariff agenda.

[Bild]

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https://twitter.com/LettieriDC/status/1909344855119032599

Zitat

Here's the full interview

https://www.cnbc.com/video/202…dviser-peter-navarro.html

Das ist eine separate Maßnahme, die ich überhaupt nicht mitbekommen hatte:

https://ustr.gov/about-us/poli…chinas-targeting-maritime

Zitat

USTR Seeks Public Comment on Proposed Actions in Section 301 Investigation of China’s Targeting of the Maritime, Logistics, and Shipbuilding Sectors for Dominance

February 21, 2025

WASHINGTON — The Office of the United States Trade Representative is inviting comments from the public on proposed Section 301 actions aimed to obtain the elimination of China’s acts, policies, and practices targeting the maritime, logistics, and shipbuilding sectors for dominance. In this Section 301 investigation, USTR has found China’s acts, policies, and practices to be unreasonable and to burden or restrict US commerce.

Eine Erklärung:

https://twitter.com/typesfast/status/1909362292367802840 (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13)

Zitat

On April 17th the U.S. Trade Representative's office is expected to impose fees of up to $1.5M per port call for ships made in China and for $500k to $1M if the ocean carrier owns a single ship made in China or even has one on order from a Chinese shipyard. 🧵 1/

Ocean carriers have announced that to reduce the fees they will skip the smaller ports like Seattle, Oakland, Boston, Mobile, Baltimore, New Orleans, etc.
Some carriers have said they'll just move the capacity serving the U.S. to other trade lanes altogether. /2

This would be horrible for jobs in and around those ports, and really bad for companies, both importers and exporters, using those ports. Huge extra costs will be incurred as trucks and trains run hundreds of extra miles to the main ports on each cost. 3/

Similarly the major ports (LA, Long Beach, Houston, and New York) will be unable to keep up with the flood of extra volumes and are likely to become congested, similar to what we saw during Covid. 4/

The craziest part of the original proposal is a requirement that within 7 years 15% of U.S. exports must travel on a ship that's made in America and crewed by Americans. 5/

There are only 23 of American made and crewed container ships in the world today, and they all service domestic ocean freight (Alaska, Hawaii, Guam, Puerto Rico, etc). They're all tiny compared to today's mega ships, and they're not even sailing to overseas ports. 6/

The U.S. did not produce any container ships in 2024. And the number we produce in any given year rounds to zero. The reason is that American made container ships of 3,000 TEUs cost the same price as the modern container ships from China of 24,000 TEUs. 7/

One shipyard in China made more commercial ships last year than the total number the U.S. has produced since World War Two. 8/

During East Asia's successful industrialization, their government's required the manufacturing sectors to produce goods for export, it wasn't enough just to produce for their domestic markets. 9/

This was how they could prove that they were actually building globally competitive companies and products. If nobody wanted to import their goods, they knew that they weren't actually building successful companies. 10/

As the Trump Administration pursues the noble goal of re-industrializing the United States, passing a pass a rule simultaneously that limits U.S. exports as a function of American made ships—ships that today that will hamstring exporters would be a true self-own. 11/

Given what just happened with the new tariffs tanking global equities markets, it would be crazy for the USTR to go through with this rule. If we want the U.S. to be competitive in global manufacturing, we need world-class port infrastructure and logistics connectivity. /12

In the meantime, U.S. manufacturers who have just had massive new tariffs placed on components and machinery sourced from abroad should brace themselves for impact because all indications are that this rule is coming on April 17th. /end

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TLDR: Wenn man mit Handelsschiffen, die in China gebaut wurden, einen US-Hafen anläuft oder das tut, während man solche Schiffe in seiner Flotte hat, soll dafür eine hohe Gebühr erhoben werden. Es ist natürlich enorm unpraktisch auf chinesische Schiffe zu verzichten, insofern haben die großen Logistikunternehmen Maßnahmen angekündigt, die auf weniger Handelsverkehr zu US-Häfen hinauslaufen.

Gibt aber Anzeichen, dass die US-Regierung hier schon zurückrudert (in einem US-amerikanischen Boot):

https://www.reuters.com/busine…tr-greer-says-2025-04-08/

Zitat

Not all US fees on Chinese ships will be implemented, USTR's Greer says

WASHINGTON, April 8 (Reuters) - U.S. Trade Representative Jamieson Greer told lawmakers on Tuesday that not all of the agency's proposed multimillion-dollar fees for Chinese-built ships to dock at U.S. ports will be implemented, and they may not be cumulative.

Greer told a Senate Finance Committee hearing that the proposals were made to address a lack of shipbuilding in the United States.

Auch diese Maßnahme ergibt kaum Sinn, außer wenn man sie für einen magischen Hebel hält, der einmal umgelegt von heute auf morgen zu einer Vervielfachung der Produktion in US-Werften führt.

Zitat von Utan

Ich habe das Gefühl, Varoufakis will einfach einen Handelskrieg vermeiden. Aber ich glaube er übersieht zwei Dinge: Erstens wir haben ihn nicht angefangen und zweitens wir müssen ihn auch nicht gegen die USA gewinnen, sondern die USA müssen ihn gegen den Rest der Welt gewinnen.

Technokratien können halt nicht so gut auf einen wirtschafltlichen Angriffskrieg reagieren. Auf einen völkerrechtswidrigen Angriffskrieg auf die Ukraine allerdings schon!

Zitat von Wemir

Ich habe das Gefühl, Varoufakis will einfach einen Handelskrieg vermeiden. Aber ich glaube er übersieht zwei Dinge: Erstens wir haben ihn nicht angefangen und zweitens wir müssen ihn auch nicht gegen die USA gewinnen, sondern die USA müssen ihn gegen den Rest der Welt gewinnen.

Ja aber "die USA" - also eigentlich vor allem seine güldene Majestät Donald I. - sind der Ansicht, dass sie dabei den längeren Atem haben, weil sie mit dem Rest der Welt ohnehin ein Handelsdefizit haben, dass sie also zwar durchaus etwas zu verlieren haben, aber halt weniger als z.B. die Europäische Union. Trump setzt hier einfach mal zur Abwechslung auf eine lose-lose-Sitation, bei der er alle anderen für die größeren Loser hält. Ob das so stimmt oder totaler Quatsch ist, spielt überhaut keine Rolle, denn offenbar hat niemand die Macht oder die Eier dazu in der Hose, dem verrückten Kaiser diesen Wahnsinn auszureden.

Varoufakis schlägt also eine Lösung vor, bei der sich die politischen FührerInnen der EU nicht mehr so groß darum scheren müssten, was der Irre im Weißen Haus denkt, solange er nicht die Atomwaffen hochfahren lässt, und sich statt dessen mal um ihren Binnenmarkt und die entsprechende Nachfrage kümmern könnten - was einfach nur das ist, was alle "linken" Ökonomen sowieso schon seit Jahrzehnten vergeblich fordern.

https://www.globaltimes.cn/page/202504/1331764.shtml

Zitat

China to hike additional tariffs on US imports to 84% from 34% from April 10

China will raise additional tariffs for imported goods originating in the US to 84 percent from 34 percent from 12:01am on April 10, the Customs Tariff Commission of the State Council announced Wednesday.

On April 8, the US further increased the so-called "reciprocal tariffs" on Chinese products exported to the US to 84 percent from 34 percent. The US escalation of tariffs against China is a mistake on top of a mistake; it seriously infringes upon China’s legitimate rights and interests and gravely undermines the rules‑based multilateral trading system, said the commission.

China urges the US to immediately correct its wrong practices, cancel all unilateral tariff measures against China, and properly resolve differences with China through equal dialogue on the basis of mutual respect

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https://de.wikipedia.org/wiki/Vereinigte_Staaten

Zitat

Unabhängigkeit

4. Juli 1776 (vom Königreich Großbritannien)

2026 - 1776 = 250

Das verflixte 249. Jahr.

Hach, das waren noch Zeiten, als man einfach nur Sklaven und Tee da rüber zu schicken brauchte. und dafür jede Menge billige Baumwolle und Zuckerrohr zurück bekam. God save the King!

https://twitter.com/PeterBerez…tatus/1909771272076017866

Zitat

The first hint of what’s to come for the US labor market. LinkUp’s daily tally of job openings posted by the 10,000 largest US employers is collapsing.

https://www.reuters.com/market…st-us-tariffs-2025-04-09/

Zitat

EU countries set to approve first retaliation against U.S. tariffs

BRUSSELS, April 9 (Reuters) - European Union countries are expected to approve on Wednesday the bloc's first countermeasures against U.S. President Donald Trump's tariffs, joining China and Canada in retaliating and escalating a conflict that could become a global trade war.

Man hat natürlich keinen wirklichen Überblick, was noch von Zöllen befreit ist und was nicht. Pharmazeutika hatten bisher eine Befreiung nehme ich an:

https://www.reuters.com/busine…atens-tariffs-2025-04-09/

Zitat

Global pharma shares plunge as Trump doubles down on tariff threat

April 9 (Reuters) - Global drugmakers' stocks dropped across the board after U.S. President Donald Trump reiterated plans for a "major" tariff on pharmaceutical imports, threatening an interwoven global supply chain, and as his country-specific reciprocal tariffs took effect, leading to more pain in global markets.

https://twitter.com/TheInsider…tatus/1909772769421861183

Zitat

BREAKING - Trump at NRCC dinner: "We're gonna tariff our pharmaceuticals ... we're going to be announcing very shortly a major tariff on pharmaceuticals."

[Video]

Ich wär dann soweit für zwei Atombomben auf DC und Mar-A-Lago

Zitat von Utan

Trump setzt hier einfach mal zur Abwechslung auf eine lose-lose-Sitation, bei der er alle anderen für die größeren Loser hält.

...was sich eventuell noch als reflexiv ungüstig und als ökonomischer Boomerang erweisen könnte, wennn die anderen Loser nicht genau so kognitiv suboptimiert sind wie man selbst...:

Wobei man zugeben muss, das dieser Friedrich auch so ein bekloppter Bitcoin-Bro ist. Aber die Zahlen sind ja echt und das Musk-Lager scheint nicht so begeistert zu sein.

Dass die Renditen steigen stimmt, hatte ich hier schon am Montag und es hat sich bisher gehalten:

Zitat von Wemir

Aktuell steigen die Renditen für Anleihen mit 10 Jahre Laufzeit, also die falsche Richtung, wenn man seine Schulden refinanzieren will:

[...]

Erstmal nur eine Momentaufnahme, aber wenn das einen Trend anzeigt ein schlechtes Zeichen. Das würde bedeuten, trotz der Wertverluste am Aktienmarkt flüchten die Investoren nicht in Anleihen mutmaßlich wegen fehlendem Vertrauen.

Weiß aber nicht, ob das an den Chinesen liegt.

Dieses ungewöhnliche Krisenverhalten ist nehme ich an auch das, was Schilli_Burger hier meint:

Zitat von Schilli_Burger

Deutsche Bank: Wir betreten unbekannte Bereiche in denen wir keine Erfahrungen haben was passiert.

https://www.ft.com/content/155…ed-4de8-92f2-ca554aee698f

Zitat

George Saravelos, global head of FX research at Deutsche Bank, has been worried about the outlook for the dollar for a while. Recent events have not exactly calmed him down:

> We are witnessing a simultaneous collapse in the price of all US assets including equities, the dollar versus alternative reserve FX and the bond market. We are entering unchartered [sic] territory in the global financial system.

https://dshs.texas.gov/measles

Zitat

The Texas Department of State Health Services is reporting a measles outbreak in the South Plains and Panhandle regions of Texas. Measles is a highly contagious viral infection, which can cause life-threatening illness to anyone who is not vaccinated. Measles can be prevented with the measles-mumps-rubella (MMR) vaccine. DSHS is working with local health departments to investigate and respond to the outbreak.

Wie schlimm ist eigentlich der Masernausbruch in den USA?

Nun so schlimm:

https://www.npr.org/sections/s…e-stoking-supporters-fury

Zitat

Health secretary RFK Jr. endorses the MMR vaccine — stoking fury among his supporters

An endorsement of the measles, mumps and rubella vaccine by Health and Human Services Secretary Robert F. Kennedy Jr. has provoked an angry outcry from anti-vaccine activists.

"The most effective way to prevent the spread of measles is the MMR vaccine," Kennedy said in the third paragraph of a lengthy post on the social media platform X. Kennedy made the post following meetings on Sunday in Gaines County, Texas with the families of two children who have died of measles during a recent outbreak in the state. He also said he had instructed the Centers for Disease Control and Prevention to "supply pharmacies and Texas run clinics with needed MMR vaccines," along with other medical supplies.

Der ideologische konsistente Ansatz ist natürlich dieser: