Seeing so many people confused about tariffs, let me analyze it for everyone

The following are personal views. For reference only #美国加佂关税

Tariff boots on the ground, the purpose of the Trump administration

(Global tariff increases starting at ten percent)

1. Negotiation Increase government revenue (some countries will make concessions, government revenue increases, fiscal expenditure continues to rise year-on-year for five months)

2. Manufacturing returns, deconstruct the Chinese supply chain system (not possible in the short term, inefficient — just a gimmick, fallback: form a trade zone in the Americas)

3. Manage transshipment trade Force countries to align (EU increases tariffs by 20%, attitude changes. Becomes a centrist)

4. Manage trade deficit Weak dollar Increase revenue Decrease expenditure (Mar-a-Lago Agreement) (impossible to achieve, trade deficit is large, imports cannot be reduced, the deficit will continue to grow)

5. Rescue US debt Seize currency issuance rights (possible in the short term, financial capital enters the US debt futures market, which can increase liquidity.)

Note the 15th Qi Men is not very good, tax season ends, pay attention to the US TGA account

No money:

1. Admit defeat: bow down, give up profits. Financial capital re-buys US debt

2. Stand firm: government shutdown, national emergency (capital market collapse, financial crisis, open the floodgates) ways to lower interest rates ① high interest rates slow release (strong dollar, severely harms the US economy) ② large-scale release (in line with Trump's wishes)