nonick

Fantom odma spicio par 1000 reci. 🙂 Donald Trump has finally blinked - but it's not the stock markets that have forced him to act The US president had brushed off the sour equity market reaction to his tariffs as being akin to "medicine" that had to be taken. ... But, as ever, it is the bond markets that have forced Mr Trump to blink - and, make no mistake, blink is what he has done. To begin with, following the imposition of his tariffs - which were justified by some cockamamie mathematics and a spurious equation complete with Greek characters - bond prices rose as equities sold off. That was not unusual: big sell-offs in equities, such as those seen in 1987 and in 2008, tend to be accompanied by rallies in bonds. However, this week has seen something altogether different, with equities continuing to crater and US government bonds following suit. At the beginning of the week yields on 10-year US Treasury bonds, traditionally seen as the safest of safe haven investments, were at 4.00%. By early yesterday, they had risen to 4.51%, a huge jump by the standards of most investors. This is important. ... Now part of the selling appears to have been down to investors concluding, probably rightly, that Mr Trump's tariffs would inject a big dose of inflation into the US economy - and inflation is the enemy of all bond investors. Part of it appears to be due to the fact the US Treasury had on Tuesday suffered the weakest demand in nearly 18 months for $58bn worth of three-year bonds that it was trying to sell. But in this particular case, the selling appears to have been primarily due to investors, chiefly hedge funds, unwinding what are known as 'basis trades' - in simple terms a strategy used to profit from the difference between a bond priced at, say, $100 and a futures contract for that same bond priced at, say, $105. In ordinary circumstances, a hedge fund might buy the bond at $100 and sell the futures contract at $105 and make a profit when the two prices converge, in what is normally a relatively risk-free trade. So risk-free, in fact, that hedge funds will 'leverage' - or borrow heavily - themselves to maximise potential returns. The sudden and violent fall in US Treasuries this week reflected the fact that hedge funds were having to close those trades by selling Treasuries. ... Of course, Mr Trump will not admit he has blinked, claiming last night some investors had got "a little bit yippy, a little bit afraid". And it is perfectly possible that markets face more volatile days ahead: the spectre of Mr Trump's tariffs being reinstated 90 days from now still looms and a full-blown trade war between the US and China is now raging. But Mr Trump has blinked. The bond vigilantes have brought him to heel. This president, who by his aggressive use of emergency executive powers had appeared to be more powerful than any of his predecessors, will never seem quite so powerful again.

evo ovo niko nece verovati sta je Tramp rekao pre sat-dva dok ne cuje licno ili procita: Kaze, danas je bio mozda najbolji dan u historiji berze. Naravno opet zahvaljujuci njemu 🙂 Jel ima neka svetska nagrada za Sarlatana Stoleca?

Opet je spasio svet od samog sebe, covek je stvarno genije. Ne citam vise fantomove postove ali sigurno je Tramp zajebo sve i ispao baja. 🙂

Bez zahebancije, ima snimak sa Foxa gde jedan iz Trampove administracije prica pre neki dan da ce za $1.5 vise ljudi kupovati americke carape. Sto sigurno bi, ali ako oni misle da ce moci da popune fabrike radnicima da prave carape je samo jos jedan biser njihove maloumnosti. Jon Stewart je juce lepo opisao povratak fabrika elektronike, sto su isto promovisali Trampisti ovih dana. Radne snage jednostavno nema u USA. Proslog meseca su bili kod mene salesmen iz Kanzasa, prave neke hidraulicne opreme sto mi kupujemo od njih, I pricaju da uopste nema radne snage, ne mogu da nadju obicne radnike a strucne ni toliko. Zero. Jedino bi mogli da uvezu oko 20 do 30 milona radnika, I da potrose vise para nego sto imaju na trejing i skolovanje itd. MAGA bi bila odusevljena novim imigrantima koja otimaju americka radna mesta. 😀

zato sto je Kina uzvratila na njegovih 34 sa 34.

ne pratis genijalnost. Bilo je 10 pa +10+34 pa je jos juce stavio 50 na panj.

Novo: EU kaze da su ponudili 0 for 0 tarife i Tramp nije hteo? Sada kazu da ce uvesti 25% prema USA. Tramp verovatno neće ni Izrelu da skine tih 17%, barem nije hteo danas da potvrdi da ce da skine.

Kina odgovorila: China calls Trump’s new tariff threat ‘a mistake upon a mistake’ Link ... Then, after the US president vowed to ratchet up tariffs again on Monday, Beijing once again vowed to hold the line. “The US threat to escalate tariffs on China is a mistake on top of a mistake,” its Commerce Ministry said a statement. The threat “once again exposes the blackmailing nature of the US,” the statement said. “China will never accept it. If the US insists on its own way, China will fight to the end.” Juče Bessent kaze da je petak bio izuzetno dobar dan na berzi, kaze ogromna količina trgovine. Jbt, kako se ne stide vise? Ako Kina ostane na ovome sto kažu, sreda ce biti gora nego cela prošla nedelja odjednom.

ko je bio pobednik?

Ma pusti fantoma, on priča gluposti i kao sto ti kazes, menja pricu svaki dan. Mnogi od nas su rekli da će Tramp da pobedi a sad kao on bio neki vizionar. 🙂 Svaka njegova prica ima istog protagonistu, ili on ili Tramp. Uvek pobedjuju.

Kad si uhvacena o neznanju cinjenica onda spinujes ili direktno lazes. Ja sam samo rekao na pocetku da te tarife na mlecne prizvode, koje su obostrane i imaju setovane granice pre nego sto budu upotrebljene - i do sada nisu, nisu uzrok uvodjenja tarifa prema Kanadi. Zvanicna verzija je da su to fentalin i ilegalna imigracija, ali nezvanicno je 100% da oslabi kanadsku auto industirju i celokupnu kanadsku ekonomiju. I ti si onda izmislila nesto da su Tramp i administracija sigurno rekli nasoj vladi sta je to tacno sto hoce. I ti uporno ponavljas mlecne proizvode? Zasto to ponavljas? Jer mislis da je to uzrok americkim tarifama na auto industriju, aluminium i celik (trgovina koja je 200 puta veca od mlecnih proizvoda)? Ako ti imas neki insajder info pls, reci. Pa kako da se odreknemo od necaga sto nije trazeno od nas? Pa verovati da on zna najbolje bez ikakvih cinjenica je religija. I ti radis dobar posao u tome. Kako ono kazu sada, sada ekonomisti znaju kako su se osecali naucnici u zdravstvu kada je on naglasno razmisljao pred celim svetom kako da se unese bleach u ljudsko telo da bi unistio koronu. Zasto nisu koristili tarife stranih zemalja u formuli za reciprocal tariffs?

A ima i ovo, novo, od danas. Mozda ce biti razlaz uskoro, Mask nece tarife ali Tramp hoce: In an exchange Saturday on his social media platform, X, Musk slammed Peter Navarro, the Trump administration’s senior counselor for trade and manufacturing, who has championed the tariffs. “A PhD in Econ from Harvard is a bad thing, not a good thing,” Musk posted about Navarro’s academic background. The Tesla CEO also added of Navarro: “He ain’t built sh*t.” Link

Oba, jer nisu radili na necemu sto bi i većina republikanaca malo bolje prihvatili. Ali naravno da su radili namerno, to je sadističko iživljavanje. Zato sam i rekao bice zapamćeno kao nesto jako zlonamerno u historiji čovečanstva. Plus ispali su smešni i medju svojima.

Na ostalo cu posle ali ovo ne mogu da verujem da pišeš. Ceo svet se smeje, uključujući i USA, vec su se i neki republikanci oglasili u vezi ovoga. Ta formula koji su koristili za reciprocal tarife uopste ne uzima u obzir tarife. Jer se ti zahebavas samnom, zasto pišeš ovo? Hoćeš da napisem nesto da dobijem ban? Ovo je prosto nemoguće? Pa ne da ne znaju kao se računaju tarife nego su pingvini doktori ekonomskih nauka pored njih. Ova formula sto su koristili ce biti zapamćeno u historiji čovečanstva kao nešto najgluplje i najzlonarmenije u svetu.

Opet sam dosadan i ne razumem sta pises. Ovo je vec sigurno do mene. Evo necu vise kad mi kazes na koje tarife Kanada insistira? Super, samo da saznamo koji su ti razlozi, narocito za Kanadu, i idemo zajedno u Golden Age. Aleluja, najzad smo stigl do religije, sto sam i sumnjao od pocetka 🙂 Ja nisam pricao o VAT, ne znam odakle ovo, ali verujem da Tramp ne razume mnogo toga 🙂. Pa ako je trade deficit / trade import value / 2 = reciprocal tariff, sta da vise i pricamo (ali znam, ovo kao kad banci kazes da su ti nekretnine vredne 20 milijardi ali ustvari je samo 2). Ono sto su oni sastavili sve sa tim tabelama bi svako, narocito a mozda i jedini uslov, onaj koji pojma nema sa ekonomijom, sastavio ujednom gledajuci uvece Netflix sa strane jer ujutro treba Tramp to da prezentuje. Sigurno znaju sta je sales tax, ali to nije ni tema.

Pa kontekst je bio vec vise puta isti, te tarife na mlecen proizvode ili zasto mi necemo da skinemo tarife (sto je bas suprotno od stavrnosti). Ti ponavljas da Tramp sigurno hoce nesto i da je vec rekao nasima u vladi. Ja sam rekao da mi sigurno ne znamo sta je to, inace bi vec sigurno uradili kako on hoce, ne bi rizikovali stvarnih 150 miliarde dolara za fiktivnih 100 miliona dolara, sto bi izgubili ako bi skinuli one tarife sto su postavljene na neku jako veliku kvotu i nikad nisu bile upotrebljene ili da je rec on nekoj drugoj barijeri. Znaci, ustvari nije istina da ti kazes da Kanada nije glupa, to je bas ono sto to ti kazes, da je glupa i jos protvrdjujes da je to zbog nekog proketcionizma - mi smo totalni idioti. Kanada godisnje potrosi oko 8 miliarde na mlecne proizvode, pa da sve kupujemo od US ni onda ne bi vredelo. Na stranu da na kanadski lumber stavljate 14.5% tarifa - bez ikavih granicnih kvota - nego na sve, i vec se govori o 25%. To je bas suprotno od Trampve ekonomije i vizije. Njemu je "tariffs" najlepsa rec, i Zlatna Doba Amerike sa bazira na tome. Ceo svet gledao one tabele na svecanom oslobodjenju Amerike. Vidi pod gore.

Newsom asks world leaders to exempt California exports from retaliatory tariffs EXCLUSIVE: California Gov. Gavin Newsom announced plans Friday morning directing the state to pursue "strategic" relationships with countries announcing retaliatory tariffs against the U.S., urging them to exclude California-made products from those taxes, Fox News Digital exclusively learned first.

Sorry opet na upad, dosadan sam, nisi mi odgovorila na pitanje od juce/prekljuce: da li je Kanada toliko glupa da odbacuje stvarnih 150 milijarde dolara da bi mozda dobila fiktivnih (ajd, recimo u dobroj nameri - projected) 100 miliona dolara? Prvo ti i Tramp treba da razjasnite sta hocete: 1. Renesansu tarifa - da ubira tarife od svih zemalja sveta i da istovremeno skida sve taxe - personal i biznis. To on prica - to je po njemu New Golden Age of America. Je li to? 2. Da napravi deal da svi zemlje skinu tarife prema USA - to ti pricas u zadnjih 10 dana. Znaci onda bi USA ubirala 0% tarifa. Je li to? 3. Ti ili Tramp hocete jare i pare?

Tariff-related layoffs hit five US auto plants that supply factories in Canada and Mexico A very stable genius

Pa kad niko nije rekao da je to problem, nego su rekli da je fentalin i ilegalna imigracija - to je Tramp i zvanicno potpisao. Kako mi da skinemo nesto sto ne znamo sta je? Nema nikave logike u onom sto pises. Ali svi znaju da ni to nije problem, jer su juce senatori glasali protiv tarifa prema Kanadi. Ovo samo tebi i Fox News konzumentima nije jasno. Prosle nedelje je Tusli dala neki izvestaj za bezbednost i gle cuda Kanada nije ni spomenuta nijednom u vezi fentalina. Rand Paul je juce molio kolege pre glasanja u senatu, da ljudi, Kanada je uradila sve u vezi fentalina i ilegalinh prelaska sto je od nje trazena, ne budite ludi. I ako treba radice i jos, samo recite sta. Wow, znaci kanadska vlada je totalni idiot, iz inata ili iz nekog nepoznatog razloga sto nam ne smeju reci, ne da 100 milona, nego ce da izgubi 150 miliardi i unistiti svoju ekonomiju. Jel to pokusavas da kazes? Pre par dana sam ti sve lepo napisao 5 puta, nemam vise energije. Zasto trazis nesto izmedju redova kad toga nema. Opet, kome je ocigledno? Ako je ocigledno reci sta je to sto Tramp trazi? I opet pises da je Kanada toliko glupa da ce da baci stvarnih 150-200 miliardi dolara i svoju ekonomiju radi fiktivnih 100 miliona dolara.

Tarife na pingvine je maslo duboke drzave. Niko ne moze biti toliko glup? Jel da? Jel da?

The Senate adopted a resolution by a vote of 51 to 48 aimed at blocking the Trump administration’s proposed tariffs on Canadian imports. The four Republicans who voted with Democrats were: Sens. Rand Paul, who cosponsored the resolution, Susan Collins, Mitch McConnell and Lisa Murkowski. The move amounts to rare bipartisan pushback against Trump in the GOP-led Senate and comes after Trump criticized the measure and urged Republicans to vote against it. Link

Ti upste nemaš pojma o čemu pričaš. Kao da razgovaram sa detetom od tri godina o tarifama ili nekom iz sekte. Jel razumeš da su mlečni proizvodi samo oko 0.5% trgovine i da su tarife uvedene zbog fentalina koji ne postoji?

Ne samo da je lud on je i pokvareno govno. Na stranu da je dairy eksport iz US u Kanada je manji 1% ukupnog eksporta iz USA u Kanadu. Evo, od ovog bolje i vise ne moze: But while Donald Trump may believe the Canada-U.S.-Mexico Agreement is ripping off ordinary Americans, data shows that it’s helping U.S. dairy farmers. In the last few years, American exports of cheese, butter, whey and other dairy products to Canada have climbed by 67 percent – going from C$525 million in 2021 to $877 million in 2024. Two American economists, one from Oklahoma State University and the other from Cornell, have recently studied the trade in dairy between the United States and Canada. They concluded that CUSMA is working as intended by expanding dairy exports from the U.S. to Canada. “In light of Canada’s revised procedures … U.S. exports to Canada experienced a substantial increase for affected dairy products,” wrote ag economists Aleks Schaefer of OSU and Chris Wolf of Cornell in a paper published in Food Policy in February. The two economists said the CUSMA mechanism to resolve disputes has partially opened up the Canadian market for dairy. “(It) effectively worked to remove the barrier (to trade).” The paper refers to a trade dispute from 2021-22 when the U.S. used the trade agreement to challenge Canada’s import policies around dairy. In 2021, the U.S. government filed a grievance under CUSMA, saying Canada was undermining the “ability of American dairy exporters to sell a wide range of products to Canadian consumers.” The case centred around tariff rate quotas (TRQ) and how Canada’s dairy industry was managing those quotas. Under CUSMA, the U.S. got access to a quota that represented 3.6 per cent of Canada’s dairy market. The U.S. claimed Canada was allotting the import quota to Canadian dairy processors, which didn’t want competition from the United States. Early in 2022, a CUSMA tribunal sided with the U.S. “(The) current Canadian system, which sets aside significant TRQ volumes only for processors, does not pass muster under the treaty,” they said. Canada complied with the ruling, which has dramatically increased the volume of U.S. dairy exports to Canada. In 2021, the U.S. exported $524.9 million worth of cheese, milk, cream, whey, butter and other dairy to Canada, according to Statistics Canada data. Over the next few years, that figure jumped by $352 million: 2021 U.S. dairy exports to Canada — $524.9 milion 2022 — $718 million 2023 — $757 million 2024 — $877 million The largest increase was butter and cheese imports. Butter, other fats and oils went from $86 million in 2021 to $213 million in 2024. Cheese imports from the U.S. were $104 million in 2021 and $168 million in 2024. Dairy Farmers of Canada is familiar with the import data and is frustrated with the recent threat of tariffs on Canadian dairy exports to the U.S. “During the renegotiation of CUSMA, the United States secured substantial tariff-free access to the Canadian dairy market,” David Wiens, Dairy Farmers of Canada president, said March 8. “The U.S. enjoys a significant dairy trade surplus with Canada, exporting $877.5 million in dairy products while importing $357.9 million in return.” The economists from Cornell and Oklahoma State didn’t publish detailed trade data in their Food Policy paper, but it’s obvious CUSMA offers real benefits for Americans. “Canadian TRQ concessions led to significant trade liberalization,” they wrote. “Our research finds that the (CUSMA) dispute settlement mechanism can work to efficiently and effectively resolve trade disputes.” Zadnja recenica je jako bitna, sto pokazuje da je Tramp je lazov, lud i govno.