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590 sats \ 10 replies \ @justin_shocknet 1 Apr \ on: Trump announces tarrifs tomorrow. What happens? AskSN
The worst and lowest signal people think nothing good can come of it, so the opposite is all but guaranteed
Possible outcomes:
- Overall tariffs actually get reduced as other countries face the consequences of reciprocity, velocity of money increases in lower tariff environment
- New tariffs get applied and this crushes foreign currencies reliant on dollar exports, US consumers barely notice as dollar purchasing power increases while the foreign countries get margin called
- The markets shit a kitten and forces Fed capitulation later in the week, giving the Treasury Sec nearly complete control
- This sets something even spicier with China into motion, an operationalized "black swan" event that leads to an even bigger globo-economic restructuring
Order emerges from chaos so I'd expect some combination of all of these.
Overall tariffs actually get reduced as other countries face the consequences of reciprocity
This is an interesting angle that gets overlooked. You hear a lot of concern about retaliatory tariffs, as though other countries don't already have more protectionist measures than the US.
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Right on schedule
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It's going to be fin to see how many more follow suite.
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I think its better for my DXY calls that many don't 🍿
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boom kaboom (Hamas pagers exploding)
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Yea seems like everyone is either clueless or lying.
Even the few somewhat respectable talking heads that should know better aren't talking about the currency implications of something like this either, that must be the quiet part which is verboten to speak of.
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I think this is the most sane take. Thanks for spreading some good vibes today.
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JUST IN: 🇲🇽🇺🇸 Mexican President Sheinbaum says she will not impose tit for tat tariffs on the US.
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