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In a way it's worse since, you can't make plan to move if they become obsolete in 2 months but can you afford/survive waiting ...
by Timshel 1y ago
In a way it's worse since, you can't make plan to move if they become obsolete in 2 months but can you afford/survive waiting ...
- netsharc 1y agoHah, so Trump II is comparable to the start of the Covid pandemic: "we'll just have to hunker down and wait".
- rsynnott 1y agoOh, yeah, that is _very_ much how the markets are treating it. The idea that these tariffs might be _permanent_, is very much not priced in, at least not for the moment.
- netsharc 1y agoI'm looking more at the amusing angle of "Sir, the markets are comparing your reign as president to the pandemic.".
- SAI_Peregrinus 1y agoEven if they are permanent it'll be smarter for many companies to move manufacturing out of the US rather than in. If they're permanent the retaliatory tariffs other countries instituted in response to US tariffs mean that it'll be cheaper to build outside the US if selling outside the US. And the market of "not the US" is much bigger than the US market, so investing in the not-US market is more likely to lead to growth than investing in the US market.