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Why US tariffs are deflationary for China
From robinjbrooks.substack.com
China’s exports to the US have fallen sharply this year, while its exports to the rest of the world have soared in an almost one-for-one offset. It’s not hard to understand why exports to the US are down. After all, tariffs are pushing up prices for goods imported from China, as I discussed in a recent post. Higher prices mean lower demand, which means tariffs equate to a negative demand shock for China. It’s less obvious why China’s exports to the rest of the world are up so much. There’s two possible explanations. The first is that China is using third countries to transship goods to the US. That would ... (full story)
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President Ferdinand Marcos, of the Philippines, is just leaving the White House, with all of his many Representatives. It was a beautiful visit, and we concluded our Trade Deal, whereby The Philippines is going OPEN MARKET with the United States, and ZERO Tariffs. The Philippines will pay a 19% Tariff. In addition, we will work together Militarily. It was a Great Honor to be with the President. He is Highly Respected in his Country, as he should be. He is also a very good, and tough, negotiator. We extend our warmest regards to the wonderful people of The Philippines! *TRUMP CUTS TARIFF ON PHILIPPINE GOODS TO 19% FROM 20%
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- Jul 22, 2025 1:59pm Posted byFundamental Analysis4,144
