More than 50 countries have reached out to the President to begin tariff negotiations

[putnam6]

We've got to take the good with the bad

This could show there's more going on here. India has been addicted to cheap Russian Oil for too long, basically financing the war, all the while America outsources jobs to India by the bushel. No more AI can do 90% of the customer service tasks, leaving a skeleton crew of humans 

India needs to take the bad with the good, too; they should buy American Oil.

After all, how many Indians migrate to Moscow?

You burn both ends of the candle, and sooner or later, you get burned.

https://x.com/i/trending/1952392594631385287

Trump Increases Tariffs on India Over Russian Oil

Last updated 51 minutes ago

President Donald Trump announced plans to substantially increase tariffs on India due to its purchases of Russian oil, which he claims fund Russia's war in Ukraine. This escalation follows a previous 25% tariff on Indian goods, aimed at addressing trade imbalances and supporting U.S. efforts to isolate Russia economically. Indian officials have indicated they will prioritize national energy security despite the potential economic impacts.

[putnam6]

Well thankfuly out the Spring 2026 Apparel Trade Market opened today and our niche area is very busy,

Most are saying its much busier than last year and last year was fairly decent. Supposedly good positive chatter through out the building, and all local hotels are at high occupancy.

If we can get 4 full days thats less stores to chase on the road, 

Very encouraging many showrooms are packed including ours and closing time is 6PM in 30 minutes, though most showrooms stay open late. 

Time will tell what the totals will be, these now 4 day markets used to be 7 days, we still got a long way to get to pre-COVID days busy.

[putnam6]

Yeah, it's AI, but this sounds like a fairly accurate assessment... in an industry where 80%-90% is imported from China, our landed cost per unit has not gone up because of tariffs

Consequently, the wholesale and retail prices should stay level through till next summer. At least in our small portion of the textile and apparel sector. Additionally, in the unlikely event they do go up, it will be because of some other outside event or influence beyond tariffs. That usually would take some disruption in shipping, or a Chinese New Year-related delay, or lastly, another COVID-type scenario, or a natural disaster

https://x.com/i/grok/share/WjpSV7qj1lV6X5631ZCDz0c20

The reduction in the U.S. trade deficit, as highlighted in the X post and supported by recent economic data, can indeed be seen as a positive development for the American economy under certain conditions. Here's a breakdown of why this might be considered beneficial:

• Job Creation and Economic Growth: A decrease in the trade deficit often means that domestic production is increasing, which can lead to more jobs within the U.S. This aligns with the intention to reduce reliance on foreign goods and boost local industries, potentially strengthening the economy.
  
• Improved Trade Balance: The trade deficit narrowing indicates that the U.S. is importing less relative to its exports, which can help in achieving a more balanced trade relationship with other countries. This balance is often seen as a sign of economic health, as it suggests that the country is not over-reliant on foreign goods.
  
• Policy Effectiveness: The post suggests that President Trump's tariff policies, which forced changes in other countries' trade practices (like China's reduction of tariffs), are working. If these policies lead to sustainable changes in trade dynamics, it could be argued that they are effective in protecting American interests.
  
• National Security and Economic Sovereignty: As mentioned in the related web content, reducing the trade deficit can also be linked to national security concerns, ensuring that critical goods are produced domestically rather than imported, which can be vulnerable to supply chain disruptions.
  

However, it's important to consider potential downsides or complexities:

• Short-term vs. Long-term Impact: While a reduction in the trade deficit might be positive in the short term, the long-term effects of tariffs and trade wars can be complex. They might lead to higher prices for consumers due to increased costs of imported goods, and retaliatory measures from other countries could affect U.S. exports.
  
• Global Economic Interdependence: The global economy is highly interconnected. Changes in one country's trade policy can have ripple effects worldwide, potentially affecting international relations and global economic stability.
  
• Economic Data Interpretation: Economic indicators, such as the trade deficit, can be influenced by various factors, including seasonal variations, global economic conditions, and domestic policy changes. It's crucial to look at broader economic trends rather than isolated data points.
  

In summary, the reduction in the U.S. trade deficit as of August 2025 could be seen as economically beneficial for America, particularly if it leads to sustained job growth, increased domestic production, and a more balanced trade relationship. However, the full impact of these changes, particularly in the context of ongoing trade policies and global economic dynamics, requires careful monitoring and analysis.


 https://x.com/EricLDaugh/status/1952716496523710784

• The X post by Eric Daugherty highlights a significant 16% reduction in the U.S. trade deficit from May to June 2025, attributing this economic shift to President Trump's policies, particularly his tariff strategy, which forced China to reduce tariffs from 125% to 10% and boosted U.S. exports, as evidenced by a $12.8 billion drop in imports and increased domestic production.
  
• This development is framed as a success of Trump's "America First" agenda, challenging previous criticisms from experts who had doubted the effectiveness of his trade policies, with the post suggesting that the tangible results are now undeniable and are causing frustration among those who opposed these measures.
  
• The context of this economic change is underscored by recent web reports, such as the U.S. trade deficit narrowing to $60.2 billion in June, the lowest since September 2023, and Trump's broader tariff actions, including doubling steel and aluminum tariffs to 50% and imposing reciprocal tariffs on the EU, which have collectively contributed to reshaping global trade dynamics.
  

[putnam6]

Such good news... our trade market has been slammed now for the last 2 days traffic is up.

If we get 2-3 more days of this volume ... 

President Trump has delayed tariffs by one week and hit some partners with steep new rates. WSJ finance President Trump—and his critics—have described his tariffs as an earthquake that would transform the U.S. economy. So far, the impact has been mostly a series of tremors.
In recent months, the president pledged that a new tariff regime would slash the trade deficit and force manufacturers to move production back to the U.S. His detractors warned that the tariffs would spark sharp inflation and even shortages in stores as soon as this summer.

[RichardHurt]

Such good news... our trade market has been slammed now for the last 2 days traffic is up.

If we get 2-3 more days of this volume ... 

[Image: https://denyignorance.com/uploader/image...43-265.jpg]I certanly 

I certainly hope all this hoopla works out despite my feelings for Trump and MAGA. And I am glad your sector is doing well as you mentioned in a earlier post. But I wonder how other have been affected by all this.
For me it was kinda annoying that I had to buy a bunch of SoC's before the first round of tariffs came through. Which was a very smart move in the end. So for me all this has not really hurt at all. But I think alot of people are hurting either due to ones own decisions in money handling or the employer they work for is just a dick. I was at the station getting some healthy skittles and chatting it up and the employees told me that while all the prices are going up the pay they get did not. And I honestly feel really bad for them. I straight up told them to half bake it out of that bitch.

page 69

[putnam6]

I certainly hope all this hoopla works out despite my feelings for Trump and MAGA. And I am glad your sector is doing well as you mentioned in a earlier post. But I wonder how other have been affected by all this.
For me it was kinda annoying that I had to buy a bunch of SoC's before the first round of tariffs came through. Which was a very smart move in the end. So for me all this has not really hurt at all. But I think alot of people are hurting either due to ones own decisions in money handling or the employer they work for is just a dick. I was at the station getting some healthy skittles and chatting it up and the employees told me that while all the prices are going up the pay they get did not. And I honestly feel really bad for them. I straight up told them to half bake it out of that bitch.

page 69

Oh yeah, in a world of 7 billion people, there are going to be those who will try and milk every dollar when and if they can.

Im not sure about other sectors, even in my industry, I hoped the past indicators were correct, but my experience is still mostly pre-COVID. IOW I made a semi-educated guess

I do know that just because my sector does well in the wholesale buying season, it doesn't guarantee that it continues through the retail buying seasons. We still need a good Fall and Holiday retail season and into Spring and Summer 2026, None of which is guaranteed.

For us in the southeast US, all it takes is one hurricane's track through the wrong area. We are still concerned about western NC, for instance, the area has several of our top clients, they will still do some business, but it's likely to be a lot less volume and gross sales figures.

We did get a little boost from stores restocking after their insurance claims were cleared.

But

The Wall Street Journal article speaks to the economy as a whole and to the fact that immediate economic calamity has been avoided.

These were the original concerns of the thread, and we had many here exclaim that we were headed for economic doom, despair, and agony. 

It hasn't materialized... yet 

Furthermore, if he gives Americans a dividend check from the billions his tariffs have saved already, it will likely help our retail sales and pump dollars into local economies.

[putnam6]

This was tariff-related, don't cha know, 600 billion over the next 4 years...
 Insider Paper
 
@TheInsiderPaper
 
1:01
BREAKING  Trump: "Today Apple is announcing that it will invest $600 billion in the United States over the next four years — that's $100 billion more than they were originally going to invest."

• The X post by Insider Paper reports that Donald Trump announced Apple would invest an additional $100 billion in the United States over the next four years, increasing their total investment from $500 billion to $600 billion, a move likely influenced by Trump's policies on tariffs and manufacturing.
  
• This announcement aligns with Trump's broader economic strategy of promoting domestic manufacturing and reshoring production, as evidenced by his criticism of Apple for shifting iPhone production to India and his imposition of higher tariffs on India, aiming to protect American economic and national security.
  
• The increased investment by Apple, despite challenges like looming tariffs and a lag in embracing artificial intelligence, reflects a strategic response to Trump's policies, potentially boosting U.S. jobs and economic growth, though it also raises concerns about privacy and the nature of the investments, which are primarily in artificial intelligence rather than broader infrastructure.
  

[putnam6]

Let's see what happens Q3 through the end of September. 

Eric Daugherty

@EricLDaugh
·
Aug 6


WOW! It has just been revealed that "despite" President Trump's tariffs, a whopping 82% of S&P 500 companies BEAT their quarterly earnings estimates. The highest rate in 4 years. Imagine that. Stunning. The experts keep getting it wrong.

[UltraBudgie]

WOW! It has just been revealed that "despite" President Trump's tariffs, a whopping 82% of S&P 500 companies BEAT their quarterly earnings estimates. The highest rate in 4 years. Imagine that. Stunning. The experts keep getting it wrong.

haha i just checked the market and am imaging the nyt headline: "S&P 500 Down 0.25% On Reports Of Inaccurate Earnings Estimates"

[putnam6]

https://www.reuters.com/world/india/tari...025-08-13/

For our business, we can breathe a little bit; figures beat last year by 14%. If that just holds for the remaining early trade markets, we can ease into September. 

"Inflation was broadly in line with expectations," ING Bank said in a note.
"Tariffs continue to be largely absorbed within U.S. corporate profit margins. This gives the Fed the room to respond to the weaker jobs backdrop and cut interest rates from September."
The already-high odds of a September rate cut have climbed to 94%, with investors now pricing in about 60 basis points of total cuts for the year.
KEY INDICATORS:
** One-month non-deliverable rupee forward at 87.71; onshore one-month forward premium at 11.25 paise
** Dollar index down at 98.02
** Brent crude futures down 0.1% at $66 per barrel
** Ten-year U.S. note yield at 4.29%
** As per NSDL data, foreign investors sold a net $110.1mln worth of Indian shares on Aug. 11
** NSDL data shows foreign investors sold a net $15.1mln worth of Indian bonds on Aug. 11