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  1. #2951
    right about pizzagate Blake's Avatar
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    The 90-Day Truce: What the U.S.-China Trade Deal Really Means
    Markets cheer, critics scoff—but this deal gives America room to maneuver.

    On May 12, 2025, after months of economic whiplash and geopolitical tension, Washington and Beijing declared a ceasefire in the tariff war that has defined this administration’s return to power. Announced from Geneva—neutral ground, as ever—the new U.S.-China trade deal slashes tariffs for 90 days, installs a consultation mechanism, and, in theory, hits pause on a decoupling that looked increasingly irreversible.

    Wall Street rejoiced. Stocks soared. The dollar surged. Gold fell. And, predictably, market analysts dusted off their thesauruses to hail the deal as “better than expected,” “workable,” even a “dream scenario.” Behind the headlines lies a practical achievement: not a final settlement, but a meaningful shift—one that signals renewed economic engagement between the world’s two largest economies.
    The Terms: A Breath, With Strategic Intent

    The core of the deal is numerical: the U.S. reduces tariffs on Chinese imports from a punishing 145% to 30%, with a 20% fentanyl-related tariff remaining in place. China responds by cutting its retaliatory tariffs from 125% to 10%. A consultation platform is established—an ins utional step toward more predictable, rules-based engagement.

    While it’s true that thornier issues like subsidies and tech transfer remain unresolved, this agreement is no mere “pause.” It’s a tactical move that restores leverage and sets the stage for more serious negotiations. Treasury Secretary Scott Bessent made clear: this is not about capitulation, but stability.

    The new framework reflects the Trump administration’s pragmatic turn—firm on principle, flexible in execution. It’s a move that reassures allies and cools inflation at home, without giving away the store.
    Wall Street Cheers—and Sees a Path Forward

    Markets, ever hungry for clarity, reacted with enthusiasm. The S&P 500 jumped. Maersk soared 12%. Tech stocks surged. The dollar rose. The volatility index (VIX) dropped significantly, suggesting that investors now see risk as manageable, not existential.

    Jordan Rochester of Mizuho called it a reversal of the “Sell America” narrative. That sentiment matters. After years of doubts about the resilience of U.S. leadership, this deal sends a message: America remains the indispensable economy.

    And for working Americans, the benefits are tangible. With tariffs cut, prices on everyday goods—from clothes to electronics—are likely to fall. That’s a direct win for families navigating a tough inflationary stretch.


    A Political and Strategic Win

    For President Trump, this is not just good optics—it’s good statecraft. After months of tough posturing, he secured a deal that gives both sides room to breathe. He did so without abandoning his nationalist trade instincts or caving to elite pressure. That’s not easy. And it’s not nothing.

    Critics may argue that cutting tariffs first looks like a blink. But that misses the point. The U.S. retains its key fentanyl tariffs. It still holds unmatched consumer leverage. And it now has a formal mechanism to press harder on structural issues—without the chaos of brinkmanship.

    This isn’t retreat. It’s repositioning. And it’s smart.

    What’s Really Going On?

    The deal reflects hard economic realities on both sides. The U.S. economy needed relief from inflationary pressures. China, facing a slowdown and rising global isolation, needed access to markets. This agreement is mutual self-interest, not weakness.

    More importantly, it acknowledges that full-scale decoupling isn’t in either nation’s interest. Strategic compe ion will continue. But this deal shows that diplomacy and pressure can coexist—that the U.S. can drive a hard bargain without burning bridges.

    The Clock Is Ticking

    The 90-day window is short. If follow-through falters, tariffs could return. But the establishment of a standing consultation mechanism increases the odds of sustained engagement. It’s a small but significant ins utional foothold.

    And while the broader trend of strategic decoupling hasn’t ended, this deal carves out space to manage it—smartly, and without economic self-harm.
    Final Word

    The U.S.-China deal of May 2025 is a clear win—not just for markets, but for the administration’s trade strategy. It eases pressure on consumers, reassures investors, and proves that tough tactics can lead to meaningful engagement.

    It’s not a final chapter. But it’s a well-played move in a long game. And for now, the United States is writing the next page on its own terms.

    https://quantus.substack.com/p/the-9...dRedirect=true
    A text wall? No way, never saw that coming.

  2. #2952
    Independent DMX7's Avatar
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    Yeah, I saw that he wants to make drugs more expensive overseas to match the prices in the US.
    No, he wants to lower prices here and raise them overseas so that they are in better balance. Kinda sad that you seem to be against that.

  3. #2953
    right about pizzagate Blake's Avatar
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    No, he wants to lower prices here and raise them overseas so that they are in better balance. Kinda sad that you seem to be against that.
    You mean like he lowered them the first time he was president?

  4. #2954
    Independent DMX7's Avatar
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    You mean like he lowered them the first time he was president?
    For better or worse, he's been more aggressive with his policies on just about everything in this term. I want to see it play out. Any progress would be welcome.

  5. #2955
    right about pizzagate Blake's Avatar
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    For better or worse, he's been more aggressive with his policies on just about everything in this term. I want to see it play out. Any progress would be welcome.
    Yeah I would love to see any signs of progress too considering how much he's ed things up so far. And we're barely more than 100 days in.

  6. #2956
    Alleged Michigander ChumpDumper's Avatar
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    No, he wants to lower prices here and raise them overseas so that they are in better balance. Kinda sad that you seem to be against that.
    How is he going to do that?

    He did all about drug prices last time. Effectively raised them.

  7. #2957
    Alleged Michigander ChumpDumper's Avatar
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    For better or worse, he's been more aggressive with his policies on just about everything in this term. I want to see it play out. Any progress would be welcome.
    Great.

    How?

    Since you're pro-Trump, let ius all know how he's going to do it.

    Price controls?

    Tariffs?

  8. #2958
    Veteran velik_m's Avatar
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    Nvidia reportedly raises GPU prices by 10-15% as manufacturing costs surge — tariffs and TSMC price hikes filter down to retailers

    A new report claims that Nvidia has recently raised the official prices of nearly all of its products to combat the impact of tariffs and surging manufacturing costs on its business, with gaming graphics cards receiving a 5 to 10% hike while AI GPUs see up to a 15% increase.

    As reported by Digitimes Taiwan (translated), Nvidia is facing "multiple crises," including a $5.5 billion hit to its quarterly earnings over export restrictions on AI chips, including a ban on sales of its H20 chips to China.

    Digitimes reports that CEO Jensen Huang has been "shuttling back and forth" between the US and China to minimize the impact of tariffs, and that "in order to maintain stable profitability," Nvidia has reportedly recently raised official prices for almost all its products, allowing its partners to increase prices accordingly.

    ...
    https://www.tomshardware.com/pc-comp...n-to-retailers

  9. #2959
    Garnett > Duncan sickdsm's Avatar
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    Fake news. Ag salesman we're telling me early last summer that sales were struggling. The only sales were to livestock guys. Price was in the tank already.

  10. #2960
    right about pizzagate Blake's Avatar
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    Fake news. Ag salesman we're telling me early last summer that sales were struggling. The only sales were to livestock guys. Price was in the tank already.
    Muh anecdotes

    Lol from maga aggie sports message boards

  11. #2961
    dangerous floater Winehole23's Avatar
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    For better or worse, he's been more aggressive with his policies on just about everything in this term. I want to see it play out. Any progress would be welcome.
    Instead of negotiating with drug companies directly to lower prices, Trump's asking the rest of the world -- in exchange for nothing -- not to negotiate drug prices.

    What's the path to lower prices here?

  12. #2962
    Garnett > Duncan sickdsm's Avatar
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    Muh anecdotes

    Lol from maga aggie sports message boards
    Do some research you fvcking tool. The AGCO CEO and the story ignore the facts that the struggle was happening last year.

    (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology, reported net sales of $2.9 billion for the fourth quarter of 2024, a decrease of 24.0% compared to the fourth quarter of 2023. Reported net loss was $(3.42) per share for the quarter, which includes impairment charges and restructuring and business optimization expenses, and adjusted net income(1) was $1.97 per share. These results compare to reported net income of $4.53 per share and adjusted net income(1) of $3.78 per share, for the fourth quarter of 2023. Excluding unfavorable currency translation impacts of 1.8%, net sales in the quarter decreased 22.2% compared to the fourth quarter of 2023.

  13. #2963
    right about pizzagate Blake's Avatar
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    Do some research you fvcking tool. The AGCO CEO and the story ignore the facts that the struggle was happening last year.

    (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology, reported net sales of $2.9 billion for the fourth quarter of 2024, a decrease of 24.0% compared to the fourth quarter of 2023. Reported net loss was $(3.42) per share for the quarter, which includes impairment charges and restructuring and business optimization expenses, and adjusted net income(1) was $1.97 per share. These results compare to reported net income of $4.53 per share and adjusted net income(1) of $3.78 per share, for the fourth quarter of 2023. Excluding unfavorable currency translation impacts of 1.8%, net sales in the quarter decreased 22.2% compared to the fourth quarter of 2023.
    Ok so add to that how the tariffs are hurting them even further. Is that it?

  14. #2964
    wrong about pizzagate TSA's Avatar
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    A text wall? No way, never saw that coming.
    Blake asks for a summary.
    Blake receives a summary.
    Blake refuses to read summary.
    Blake continues to argue from ignorance.

    No way, never saw that coming.

  15. #2965
    wrong about pizzagate TSA's Avatar
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    Fake news. Ag salesman we're telling me early last summer that sales were struggling. The only sales were to livestock guys. Price was in the tank already.
    Are you telling me you don't get your up to date and accurate Ag information from the coding enthusiasts at miroww.com?

    "At Miroww.com, we specialize in untangling the complexities of syntax errors across programming languages. Our mission is to empower developers, both beginners and seasoned professionals, with the knowledge and tools needed to identify, understand, and resolve syntax errors effectively."

  16. #2966
    right about pizzagate Blake's Avatar
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    Blake asks for a summary.
    Blake receives a summary.
    Blake refuses to read summary.
    Blake continues to argue from ignorance.

    No way, never saw that coming.
    ChumpDumper gave a summary. You gave a text wall. You can't do summaries. You're mentally incapable.

  17. #2967
    right about pizzagate Blake's Avatar
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    Are you telling me you don't get your up to date and accurate Ag information from the coding enthusiasts at miroww.com?

    "At Miroww.com, we specialize in untangling the complexities of syntax errors across programming languages. Our mission is to empower developers, both beginners and seasoned professionals, with the knowledge and tools needed to identify, understand, and resolve syntax errors effectively."
    Where do you get your up to date information from?

  18. #2968
    wrong about pizzagate TSA's Avatar
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    "Beijing is “evaluating” an offer from the US to engage in trade negotiations, the Chinese government has said, a week after Donald Trump claimed talks were already under way.

    China’s commerce ministry said on Friday: “The US has recently taken the initiative on many occasions to convey information to China through relevant parties, saying it hopes to talk with China.”

    https://www.theguardian.com/us-news/...e-negotiations

    It's Trump with the begging. You're an idiot if you think it's the other way around.


    Blake Cramer

  19. #2969
    Alleged Michigander ChumpDumper's Avatar
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    Trump only mostly surrendered!

  20. #2970
    Veteran velik_m's Avatar
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    Why aren't Americans filling the manufacturing jobs we already have?

    President Trump has been upending the global economy in the name of bringing manufacturing back. President Joe Biden signed into law massive investments aimed at doing something similar. The American manufacturing sector is reviving after decades of decay.

    But there's something a bit weird undercutting this movement to reshore factory jobs: American manufacturers say they are struggling to fill the jobs they already have.

    According to data from the Bureau of Labor Statistics, there are nearly half a million open manufacturing jobs right now.

    Last year, the Manufacturing Ins ute, a non-profit aimed at developing America's manufacturing workforce, and Deloitte, a consultancy firm, surveyed more than 200 manufacturing companies. More than 65% percent of the firms said recruiting and retaining workers was their number one business challenge.

    ...
    https://www.npr.org/sections/planet-...e-already-have

  21. #2971
    Garnett > Duncan sickdsm's Avatar
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    Ok so add to that how the tariffs are hurting them even further. Is that it?
    Ancedotes good when it's a orange man bad hack story but not good when it's straight from the trenches? You're going to lose your when I tell you the fear of tariffs led to a e in ag equipment sales earlier this year. Oh wait, do you need to find a BuzzFeed like source for that? I

  22. #2972
    right about pizzagate Blake's Avatar
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    Ancedotes good when it's a orange man bad hack story but not good when it's straight from the trenches? You're going to lose your when I tell you the fear of tariffs led to a e in ag equipment sales earlier this year. Oh wait, do you need to find a BuzzFeed like source for that? I
    Anecdotes are rarely ever good as evidence.

  23. #2973
    Veteran velik_m's Avatar
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    Softbank Stargate Venture With OpenAI Snags on Tariff Fears

    SoftBank Group Corp.’s plans to invest $100 billion in artificial intelligence infrastructure in the US have slowed, with economic risks stemming from Washington’s tariffs holding up financing talks.

    SoftBank founder Masayoshi Son and OpenAI co-founder Sam Altman unveiled the Stargate project in January with promises to begin deploying $100 billion “immediately” and raise that to around $500 billion over time. But more than three months later, SoftBank has yet to develop a project financing template or begin detailed discussions with banks, private equity investors and asset managers.

    Preliminary talks with dozens of lenders and alternative asset managers — from Mizuho to JPMorgan to Apollo Global Management to Brookfield Asset Management — kicked off earlier this year. But no deals have ensued, as financiers reassess data centers in the wake of growing economic volatility and cheaper AI services, according to people familiar with the matter, who asked not to be named as the information is not public.

    President Donald Trump’s aggressive trade policies have thrown a wrench into financial projections for AI. Higher capital costs — with lenders and debt investors shunning high-risk bets — and fears about how a possible global recession might sap data center demand are bogging down discussions, the people said. That’s despite resilience in AI-related demand across tech earnings in the March quarter and what some of the people described as keen interest in Stargate from investors.

    Complicating matters is the emergence of a flurry of cheaper AI models — such as Chinese startup DeepSeek’s — and questions over how they might affect long-term profitability of projects linked to OpenAI.
    ...
    https://www.bloomberg.com/news/artic...n-tariff-fears

  24. #2974
    Veteran velik_m's Avatar
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    Walmart warns it will raise prices because of tariffs

    Walmart, the world’s largest retailer, said President Donald Trump’s tariffs are “too high” and it will raise prices on some items as Trump’s global trade war increases the company’s costs.

    “We will do our best to keep our prices as low as possible. But given the magnitude of the tariffs, even at the reduced levels announced this week, we aren’t able to absorb all the pressure given the reality of narrow retail margins,” Walmart CEO Doug McMillon said Thursday on an earnings call.

    “The higher tariffs will result in higher prices,” he said.

    Tariffs on China are raising costs on electronics and toys, McMillon said, and some food costs are going up from tariffs on Costa Rica, Peru and Colombia.

    The price hikes will begin later this month.

    “I’m concerned that consumer is going to start seeing higher prices. You’ll begin to see that, likely towards the tail end of this month, and then certainly much more in June,” Walmart finance chief John David Rainey said in an interview with CNBC Thursday.

    ...
    https://edition.cnn.com/2025/05/15/b...prices-tariffs

  25. #2975
    Veteran velik_m's Avatar
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    Fed’s Powell cautions about higher long-term rates as ‘supply shocks’ provide policy challenges

    Federal Reserve Chair Jerome Powell said Thursday that longer-term interest rates are likely to be higher as the economy changes and policy is in flux.

    In remarks that focused on the central bank’s policy framework review, last done in the summer of 2020, Powell noted that conditions have changed significantly over the past five years.

    During the period, the Fed witnessed a period of surging inflation, pushing it to historically aggressive interest rate hikes. Powell said that even with longer-term inflation expectations largely in line with the Fed’s 2% target, the era of near-zero rates is not likely to return anytime soon.

    “Higher real rates may also reflect the possibility that inflation could be more volatile going forward than in the inter-crisis period of the 2010s,” Powell said in prepared remarks for the Thomas Laubach Research Conference in Washington, D.C. “We may be entering a period of more frequent, and potentially more persistent, supply shocks — a difficult challenge for the economy and for central banks.”

    ...
    https://www.cnbc.com/2025/05/15/feds...hallenges.html

    What could be causing these supply shocks?

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