Trade
40 unrolled threads about trade, each one readable on a single page.
derek guy@dieworkwearSome misinformation in today's US presidential debate about who bears the cost of tariffs. So let's talk about how tariffs affect what you pay for a suit. 🧵
SummaryA detailed breakdown of how 25% tariffs on imported suits from China increase consumer prices by $150-240 per suit through the supply chain, with US brands passing the tariff costs to shoppers via their typical 60% markups. The thread argues that while tariffs aim to incentivize domestic manufacturing, most consumers won't voluntarily pay higher prices for US-made clothing.Sep 11, 202420 tweets♥ 40.8K
Rod D. Martin@RodDMartin🧵 WHAT YOU'RE NOT HEARING: The Chinese cannot replace the U.S. market. Without it, the Chinese economy collapses. Here's why. A thread...
SummaryThe thread argues that China's economy is fundamentally dependent on the U.S. market and cannot replace it, making the country vulnerable to trade restrictions. The author claims Chinese manufacturers are panicking, factories are shutting down, and other countries like India and Vietnam are positioned to take China's manufacturing role while opening their own markets to the U.S.Apr 12, 202512 tweets♥ 36.6K
Karl Mehta@karlmehtaTreasury Secretary Scott Bessent's new interview is going viral. He's NOT just talking about Trump's tariffs. He revealed why your wages are about to explode... and the trillion-dollar secret Wall S...
SummaryTreasury Secretary Scott Bessent discusses how wage growth has surged to 7-8% through reduced illegal immigration workforce participation and tariff-based negotiation leverage, attributing the economic gains to a strategic shift favoring manufacturing and Main Street over Wall Street interests. He frames this as a deliberate policy change designed to rebuild America's industrial base and restore middle-class prosperity after decades of financial focus on coastal elites.Jun 20, 202516 tweets♥ 34.6K
Andriyanto@andricuanterusINDONESIA DIINCER SAMA AS? Ternyata, Amerika punya catatan panjang soal hambatan dagang Indonesia di laporan resmi mereka: 2025 National Trade Estimate Report Gue bedah isinya jadi thread yang bikin...
SummaryAmerika dalam laporan dagang tahunannya mencatat Indonesia sebagai negara dengan banyak hambatan untuk ekspor dan investasi AS, termasuk regulasi impor yang ketat, batasan kepemilikan asing, persyaratan data lokal, dan perlindungan hak cipta yang lemah. AS memandang Indonesia sebagai pasar besar yang potensial tetapi sulit ditembus karena proteksionisme dan birokrasi yang berbelit.Apr 18, 202511 tweets♥ 32.4K
The Vigilant Fox 🦊@VigilantFoxHoward Lutnick just marched Trump’s economic agenda straight into enemy territory—CNN. Dana Bash tried to play economist and corner him with the usual “tariffs hurt Americans” script. But Lutnick di...
SummaryCommerce Secretary Howard Lutnick defended Trump's tariff policy on CNN, arguing that the $1.2 trillion annual trade deficit justifies using tariffs as leverage to achieve fair trade. He countered the claim that tariffs hurt American consumers, asserting instead that foreign businesses and countries will absorb the costs and be forced to compete, ultimately benefiting American workers and businesses seeking export opportunities.May 11, 20258 tweets♥ 36.3K
Oguz Erkan@oguzerkanThis man knows the market. He predicted: 1) Dot-com Bubble (2000) 2) Great Recession (2008) 3) The COVID Bubble (2021) Howard Marks just went on Bloomberg and said "tariffs are changing everything...
SummaryInvestment veteran Howard Marks warns that tariffs represent the biggest economic shift since WWII, signaling a departure from 80 years of globalization that drove prosperity and kept prices low. While uncertainty is high and inflation may rise, he recommends long-term investors consider buying quality US company shares at reduced prices, as the US remains the best investment location despite diminished advantages.Apr 7, 202510 tweets♥ 38.4K
Dan Scavino Jr.🇺🇸🦅@DanScavino🧵PRESIDENT TRUMP’S PLAN TO DEFEAT INFLATION, MAKE AMERICA AFFORDABLE AGAIN, AND RETURN THE UNITED STATES TO EXPLOSIVE ECONOMIC GROWTH🧵 AT THE ECONOMIC CLUB OF NEW YORK—SEPTEMBER 5, 2024… FIRST, Pr...
SummaryTrump's economic plan focuses on increasing energy supply through emergency declarations, eliminating regulations (10-for-1 rule), making tax cuts permanent with no tax on tips/Social Security, implementing pro-American trade policies with tariffs, reducing housing costs, and creating a sovereign wealth fund for infrastructure investment to combat inflation and boost manufacturing. The strategy emphasizes deregulation, domestic production incentives, and targeted tax benefits for companies that keep manufacturing in America.Sep 5, 20248 tweets♥ 31.5K
Dean Blundell🇨🇦@ItsDeanBlundell🇨🇦🧵The latest on Canada severing ties with Trump's America. Today's stunning announcement and press conference from Prime Minister Carney shook the geopolitical world. This is the first time a nati...
SummaryCanada has announced it is severing all economic and military ties with the Trump administration, citing concerns about tariffs, annexation threats, and disrespect for Canadian sovereignty. The move represents a historic pivot away from the US toward other global partners.Mar 27, 20254 tweets♥ 34K
Nas@Nas_tech_AIScott Bessent’s interview is going viral. It’s not about tariffs. It’s about why your wages could explode — and the trillion-dollar secret hiding in plain sight on Wall Street. Everyone should read...
SummaryScott Bessent discusses how wage growth has accelerated due to immigration enforcement reducing cheap labor supply and tariff leverage negotiating with other nations, combined with strategic industrial policy to rebuild manufacturing. He frames this as a deliberate shift from Wall Street priorities to Main Street prosperity, supported by recent economic data showing strong wage growth, low inflation, and a resilient economy.Aug 4, 202515 tweets♥ 29.7KThe Vigilant Fox 🦊@VigilantFoxThe media spun it as an “ambush.” But Victor Davis Hanson just tore that narrative to shreds——revealing the real reason South Africa’s Ramaphosa asked to meet President Trump. It wasn’t about optics...
SummaryVictor Davis Hanson argues that South African President Ramaphosa's meeting with Trump wasn't an ambush but a desperate attempt to protect trade benefits and foreign aid after his ambassador insulted Trump. Hanson predicts Ramaphosa will seek another meeting to plea for the restoration of tariff-free trade, aid, and immigration benefits that Trump threatened to remove.May 29, 20258 tweets♥ 29.8K
Stern Drew@SternDrewCrypto🚨🇺🇸 Trump Just Brokered the Most One-Sided Deal in Modern History. No One’s Talking About the Real Reason Why. Because It Was a Bailout Disguised as a Trade Deal. Let’s connect the dots 🧵👇 https:...
SummaryThis thread claims Trump negotiated a heavily one-sided EU trade deal featuring 15% EU tariffs, zero US tariffs, and EU commitments to buy US energy and weapons, arguing it represents a calculated bailout disguised as trade diplomacy that gives America geopolitical leverage over a weakened Europe.Jul 28, 202511 tweets♥ 32.4KNas@Nas_tech_AITrump just delivered a $22 billion ultimatum to Apple: Bring production to America - or pay the price. Apple refused. Trump acted. And what followed? A $600+ BILLION power move no one saw coming....
SummaryTrump issued a 25% tariff ultimatum to Apple demanding iPhone production move to the US rather than India, causing Apple stock to drop 2.6% and triggering broader market volatility. The thread argues this demonstrates how personal influence and platform reach can shift markets and corporate behavior more effectively than traditional corporate power.May 31, 202519 tweets♥ 34.4K
Rory Stewart@RoryStewartUKWas it for this that the US spent 80 years building power and alliances? Not to be a force for good. But instead to impoverish neighbours, threaten those it protected, rob minerals from war-torn count...
SummaryA critique arguing that abandoning the post-WWII alliance-based order in favor of transactional, isolationist policies would betray 80 years of institution-building aimed at global stability, undermining U.S. credibility with allies and emboldening adversaries like Russia and China.Mar 1, 20256 tweets♥ 31.4KRod D. Martin@RodDMartin🇺🇸 🇪🇺Trump Just Crushed the EU on Trade The biggest trade deal in the world may be the biggest trade win in American history—and a humiliating wake-up call for Brussels. Here’s what just happened, a...
SummaryTrump secured a major trade deal with the EU imposing a 15% tariff on European exports while gaining $150B+ in EU energy purchases and $600B in US investments. The author argues this demonstrates Trump's negotiating leverage, comparing it to his NATO defense spending increases and framing it as a significant win for American workers and the economy.Jul 27, 202510 tweets♥ 32.6K
The White House@WhiteHouse🧵President Donald Trump is taking decisive action to protect Americans from the fentanyl crisis. Fentanyl is the leading cause of death for Americans ages 18 to 45. Today’s tariff announcement is ne...
SummaryPresident Trump announced 25% tariffs on Mexico, 25% on Canadian goods, and 10% on Chinese goods to pressure these countries to combat fentanyl trafficking and border security issues, citing fentanyl as the leading cause of death for Americans aged 18-45 and claiming tariffs strengthen the economy.Feb 1, 20255 tweets♥ 24.9KDean Blundell🇨🇦@ItsDeanBlundell🇨🇦 THREAD: Mark Carney just flipped the script on Donald Trump. “If we don’t get a deal in 30 days, the tariffs go up. Not down.” – PM Mark Carney, June 19, 2025 What it means—and why it’s a game-chan...
SummaryMark Carney, as PM, gave the U.S. 30 days to remove Trump's 50% tariffs on Canadian steel and aluminum, threatening escalating counter-tariffs and a "Buy Canadian" procurement policy if no deal is reached by July 21. The move signals a shift in Canada's trade strategy from diplomatic negotiation to assertive sovereignty protection.Jun 20, 20255 tweets♥ 22.3K
Lord Bebo@MyLordBebo🇷🇺🇩🇪‼️🚨 RUSSIAN-MADE BMW CARS - HILARIOUS SANCTION BREACH: Russia has started assembling its own Russian BMW cars in Kaliningrad! You can now buy a Russian BMW X7 SUV for a lower price. These Russi...
SummaryRussia has begun assembling BMW vehicles in Kaliningrad using abandoned German BMW plant infrastructure, leftover parts, and experienced employees. They've now exceeded the original assembly kits and are reportedly producing new models like the BMW 5 Series, possibly sourcing components from Chinese factories, while BMW officially rejects these vehicles.Jun 6, 20267 tweets♥ 10Kderek guy@dieworkwearExcited to announce I'm starting a new column at Bloomberg about the business of fashion. The first piece is about how to re-shore US apparel manufacturing. Instead of using mass deportations and tari...
SummaryA new Bloomberg column argues that instead of mass deportations and tariffs, the US should re-shore apparel manufacturing by moving upstream to luxury goods production with proper government support, which would create better jobs without significantly raising consumer prices.Jan 22, 20262 tweets♥ 10.7K
John Ʌ Konrad V@johnkonradLet's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official y...
SummaryThe author argues that Trump's administration is using maritime insurance and naval control rather than military force to regulate the Strait of Hormuz, and that recent policy setbacks have complicated the administration's broader agenda to restore American maritime dominance through chokepoint control and shipping tariffs.Mar 18, 202622 tweets♥ 7K
United States Trade Representative@USTradeRep