白鲸Crypto
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“Will Trump's tariff maneuver serve as an accelerator for the U.S. debt crisis?”
Last night, Trump officially hammered down the implementation of the "reciprocal tariff" policy—starting from 12:00 AM Eastern Time on August 7, the U.S. will impose tariffs of 10% to 41% on goods from 69 countries or regions, with Canada and Mexico facing additional tariffs of 25% and 35%. This is not just talk; it’s a real chainsaw getting started—has the blade of the trade war been sharpened again?
Trump's core logic is not complicated:
You’ve made so much money off me over the years; it’s time to pay some interest.
You either open your market and buy my goods, or you don’t come in.
On the surface, this round of tariffs aims to squeeze money out from abroad, forcing global capital to "re-industrialize" and flow back to the U.S. But I have a slightly different view.
First, manufacturing won't return to the U.S. just because of tariffs?
Businesses are not philanthropists; they calculate costs, not sentiments. Manufacturing in the U.S. is ridiculously expensive, and tariffs may just push capital to Mexico or India instead of back to the U.S.
Is this a lifeline for the U.S. debt bubble?
Currently, U.S. debt relies on continuous overseas buying, but the Federal Reserve's interest rate hikes have basically peaked, and capital is not as willing to take over.
Tariffs in exchange for foreign exchange income → turning to buy U.S. debt, to some extent, is like "drinking poison to quench thirst."
Then I believe the real pressure will fall on consumers and small to medium enterprises.
Prices are bound to rise, especially for everyday goods/raw materials that rely on low-cost imports.
This is a covert tax on the middle and low-income groups.
In the short term, it favors the dollar/U.S. assets, but this is not a long-term balanced structure.
From a market perspective, this kind of "involution + exploitative prosperity" is not sustainable.
The tighter it gets, the more likely it is to collapse at some point in the future; it just depends on which way the capital escapes first.
This is not trade justice; this is Trump's version of economic warfare poison—killing a thousand enemies while injuring several of his own, and the problem is you can’t guess who he wants to drag down with him next; that’s just his nature~
#U.S. Tariffs $BTC
Last night, Trump officially hammered down the implementation of the "reciprocal tariff" policy—starting from 12:00 AM Eastern Time on August 7, the U.S. will impose tariffs of 10% to 41% on goods from 69 countries or regions, with Canada and Mexico facing additional tariffs of 25% and 35%. This is not just talk; it’s a real chainsaw getting started—has the blade of the trade war been sharpened again?
Trump's core logic is not complicated:
You’ve made so much money off me over the years; it’s time to pay some interest.
You either open your market and buy my goods, or you don’t come in.
On the surface, this round of tariffs aims to squeeze money out from abroad, forcing global capital to "re-industrialize" and flow back to the U.S. But I have a slightly different view.
First, manufacturing won't return to the U.S. just because of tariffs?
Businesses are not philanthropists; they calculate costs, not sentiments. Manufacturing in the U.S. is ridiculously expensive, and tariffs may just push capital to Mexico or India instead of back to the U.S.
Is this a lifeline for the U.S. debt bubble?
Currently, U.S. debt relies on continuous overseas buying, but the Federal Reserve's interest rate hikes have basically peaked, and capital is not as willing to take over.
Tariffs in exchange for foreign exchange income → turning to buy U.S. debt, to some extent, is like "drinking poison to quench thirst."
Then I believe the real pressure will fall on consumers and small to medium enterprises.
Prices are bound to rise, especially for everyday goods/raw materials that rely on low-cost imports.
This is a covert tax on the middle and low-income groups.
In the short term, it favors the dollar/U.S. assets, but this is not a long-term balanced structure.
From a market perspective, this kind of "involution + exploitative prosperity" is not sustainable.
The tighter it gets, the more likely it is to collapse at some point in the future; it just depends on which way the capital escapes first.
This is not trade justice; this is Trump's version of economic warfare poison—killing a thousand enemies while injuring several of his own, and the problem is you can’t guess who he wants to drag down with him next; that’s just his nature~
#U.S. Tariffs $BTC
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.