The trade wars, they have begun

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Re: The trade wars, they have begun

Post by admin » Sat Dec 01, 2018 8:38 pm

yea, dont take loans from china. too many strings attached and you will loose your soverienty. That is rich coming from the u.s.

Is it too early in the G-20 event to say, "Gringo go home"?

best thing for latin america, is the united states to stay out of it. at least then when a country in latin america screws up, they have to fully own it. no blaiming it on the united states.
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Re: The trade wars, they have begun

Post by admin » Sat Dec 01, 2018 9:18 pm

well I Guess it worked. Trump Left.
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Re: The trade wars, they have begun

Post by admin » Sun Dec 02, 2018 2:43 pm

ok we got a 90 day break on new china tarrifs. does that mean anything?

probably not.

what it will do is cause s broad market santa rally, and the big winner will be emerging markets (buy copper on monday morning).

probably be a head fake, but we will take it.

i seen it poinyed out that china was going to agree to buy more agro products, which translates in to trump get's to unload this years crop of soy beans and such before they rot. after i expect him to resume the b.s.
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Re: The trade wars, they have begun

Post by admin » Thu Dec 27, 2018 8:57 am

so, if this had been any other president i might atribute to them sort of grand strategy, but its trump. so likly more of an accident.

the wall shutdown mess, will also delay u.s. goverment stats. especialy related to international trade. which is widly expected to get worse, and when they come back could shock the markets.

https://amp.cnn.com/cnn/2018/12/26/econ ... index.html
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Re: The trade wars, they have begun

Post by admin » Thu Dec 27, 2018 11:16 am

this is a great story about china's soybean industry and how the u.s. overplayed it's hand.

https://finance.yahoo.com/news/insight- ... 56128.html

the last line is the most important, coming from a u.s. farmer that gets it and trade in general.

"You develop trade partners over a long period, but you can lose them overnight,” he said. "When you start becoming an unreliable supplier, people are going to start looking elsewhere."
that pretty much sums up the entire mistake trump is making everywhere (from trade wars to real wars), by simply being himself (i.e. super eradicate ).

South america thanks you for opening up such a massive opertunity.

MAKE (SOUTH) AMERICA GREAT AGAIN!!!!
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Re: The trade wars, they have begun

Post by admin » Thu Dec 27, 2018 12:00 pm

then we got how the trade war unintended consequences are hitting chile's fruit industry:

https://www.bloomberg.com/news/articles ... -trade-war

ultimaly i think that will be healthy for the fruut industry. too many grapes in one basket. diversify those markets, and get some expanded free trade agreements to exempt chile from the stupidity.
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Re: The trade wars, they have begun

Post by eeuunikkeiexpat » Thu Dec 27, 2018 1:07 pm

I'm sure the Valpo port strike didn't help the fruit industry either.
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Re: The trade wars, they have begun

Post by admin » Thu Dec 27, 2018 3:12 pm

eeuunikkeiexpat wrote:
Thu Dec 27, 2018 1:07 pm
I'm sure the Valpo port strike didn't help the fruit industry either.
uea, but it is so much more fun to blaim it on trump.
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Re: The trade wars, they have begun

Post by admin » Sun Mar 10, 2019 9:05 pm

so here is a zinger.

trump is trying to inject control over other countries even negotiating trade agreements with china (and by extension other countries), in to the trade agreements they are negotiating.

https://www.project-syndicate.org/comme ... os-2019-03

that simply can not be good, on any level; for anyone.
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Re: The trade wars, they have begun

Post by admin » Thu Apr 11, 2019 11:50 pm

this is the second article i have seen this week about how supply chains are shifting to avoid the tarrifs, and the other article was a survey of companies that said they were ready to move their manufacturing out of china, but not back to the united states.


https://finance.yahoo.com/news/u-china- ... 28106.html
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Re: The trade wars, they have begun

Post by admin » Fri Apr 12, 2019 12:00 am

i seen another interesting article recently about supply chains are shifting back to regional supply chains rather than global supply chains such as happened in the 90's. they are moving closer to end comsumers. the cost savings in labor is not what it use to be I guess. i am sure this is just adding fuel to that trend.
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Re: The trade wars, they have begun

Post by at46 » Fri Apr 12, 2019 12:22 am

Trump needs to create some backing for the dollar, now that Russia has hijacked Saudi Arabia (with a little help from Turkey) and Venezuela (with a little help from China/England) and thus removed US hegemony over oil as the dollar's backbone. China's awfully popular gold for oil futures did not help. He hoped to sell LNG to China, and that would have been enough to pay off the one trillion he owes them, but then Russia has hijacked that market also by building its own LNG plants in the Arctic. What now? A war in Ukraine?

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