Market and economics prediction often a foolish game – although Wall Street does it all the time and with mixed results.
With this evacuation of this liability in mind, some Wall Street ideas were submitted about the future of the American economy and markets where Trump 2.0 pushes forward with one of the most seismic political changes for decades: a plan to rearrange the global trade system using customs tariffs on all foreign commodities.
Again, it is difficult to move, but Wall Street can access good data and contacts around the world, so whoever deserves to hear some of its widespread predictions and recommendations.
First, ignore anything you see now-like the latest domestic GDP print, or the last update of the market.
It depends on backward information or some irrational abundance at the present time (perhaps a business deal with China).
It does not take into account the full impact of what happened after “Liberation Day” on April 2 when President Trump announced the comprehensive definitions of the world.
Then think about the future and what we know: regardless of the commercial deals that are created, there will be a tariff for almost every foreign commodity – most likely more than it was in the past.
One of our largest trading partners, China, will become more difficult by obtaining its superior imports that have been collided and managed by American companies to transfer manufacturing factories from the mainland.
This confusion will lead to a decrease in most companies (i.e. economic slowdown and perhaps stagnation by summer), while the shock of the price will lead to some inflation, and may have doubled what we have now, to about 4 %.
The markets will take some time to adapt to high inflation and slow growth, which is called the recession.
Arrows may not be a great place for a period of time, so it will be difficult to predict by high prices.
The bonds may not be the usual safe haven when the economy stumbles due to inflation.
I do not say that I subscribe to any of this – I don't know.
Trump is promoting an increase in foreign investment in the United States, a sign of its tactics.
Gas prices, as well as the price of eggs, decreased.
China may rise in our commercial negotiations.
It may be right to say that the short -term pain will be worth it to re -manufacture to Central America.
Or maybe he was now working in its recruitment now as the markets have overcome the initial Gung-Ho tariff plans.
This confusion is one of the reasons why Wall Street is pessimistic and alert customers to prepare for more than just short -term pain.
For beginners, wealth managers warn, and the customs tariff plan remains to change the country by country, and industry by industry, almost daily.
There is one set of negotiations that can result from deals (India, Japan, South Korea, perhaps Australia).
Another deal with the United Kingdom and the European Union, and the European Union of European States believes that it has been created for the United States Championship in Trade.
The business site in the field of business in such an environment is parts of things like jobs.
Then there is the Great Kahuna – China – the final commercial enemy, which has given selective years to create a economy of our shipment cheap goods, and the cavity of our industrial sector.
Oh, and while they were doing it, they stole the secrets of our intellectual companies as the price to enter their markets, and the consumer sector is increasingly large.
But this does not mean that we do not need China.
They buy many of our agricultural products.
Selling cheap goods keeps inflation.
Many small American companies – the backbone of our economy – depends on trade with China to manufacture things here because they are the source of their parts there.
Small companies and farmers are an important part of Maga, which is an increasing audio on how these definitions connect them.
Perhaps for this reason Trump reconnaissance numbers suffer.
Whoever knows how long it will take to negotiate a deal with the most superpower in the world.
It is an anxious wall, and let us hope that Wall Street is wrong about what comes after that.
Elon opposite WSJ
This column does not happen in the middle of the dispute between the Wall Street Journal and Eileon Musk due to the report that Tesla requested the alternative CEO while Musk was exposed to the White House with Trump.
But if the Tesla Board of Directors does not start a kind of the caliphate process while Musk was indulged in a Dog's obsession, it may have it, as the lawyers of the securities who spoke to them in the wake of the shareholders say.
There is something called “credit responsibility”, and it is the duty of a member of the Board of Directors or CEO of a public shareholder company.
While Musk Doge added to his list of things, Tesla hit a rough correction.
The inventory was connected until Musa made it clear recently that he was returning his attention to Tesla.
If your credit responsibility takes seriously, according to these experts themselves, the Board of Directors should kick the tires around the caliphate.
Full stop.
