Posted on 08/01/2025 12:43:46 AM PDT by FRinCanada2
Trump announces new tariff rates:
🇦🇫 Afghanistan – 15% 🇩🇿 Algeria – 30% 🇦🇴 Angola – 15% 🇧🇩 Bangladesh – 20% 🇧🇴 Bolivia – 15% 🇧🇦 Bosnia and Herzegovina – 30% 🇧🇼 Botswana – 15% 🇧🇷 Brazil – 10% 🇧🇳 Brunei – 25% 🇰🇭 Cambodia – 19% 🇨🇲 Cameroon – 15% 🇹🇩 Chad – 15% 🇨🇷 Costa Rica – 15% 🇨🇮 Côte d'Ivoire – 15% 🇨🇩 Democratic Republic of the Congo – 15% 🇪🇨 Ecuador – 15% 🇬🇶 Equatorial Guinea – 15% 🇪🇺 European Union (Goods >15%) – 0% 🇪🇺 European Union (Goods <15%) – 15% 🇫🇰 Falkland Islands – 10% 🇫🇯 Fiji – 15% 🇬🇭 Ghana – 15% 🇬🇾 Guyana – 15% 🇮🇸 Iceland – 15% 🇮🇳 India – 25% 🇮🇩 Indonesia – 19% 🇮🇶 Iraq – 35% 🇮🇱 Israel – 15% 🇯🇵 Japan – 15% 🇯🇴 Jordan – 15% 🇰🇿 Kazakhstan – 25% 🇱🇦 Laos – 40% 🇱🇸 Lesotho – 15% 🇱🇾 Libya – 30% 🇱🇮 Liechtenstein – 15% 🇲🇬 Madagascar – 15% 🇲🇼 Malawi – 15% 🇲🇾 Malaysia – 19% 🇲🇺 Mauritius – 15% 🇲🇩 Moldova – 25% 🇲🇿 Mozambique – 15% 🇲🇲 Myanmar (Burma) – 40% 🇳🇦 Namibia – 15% 🇳🇷 Nauru – 15% 🇳🇿 New Zealand – 15% 🇳🇮 Nicaragua – 18% 🇳🇬 Nigeria – 15% 🇲🇰 North Macedonia – 15% 🇳🇴 Norway – 15% 🇵🇰 Pakistan – 19% 🇵🇬 Papua New Guinea – 15% 🇵🇭 Philippines – 19% 🇷🇸 Serbia – 35% 🇿🇦 South Africa – 30% 🇰🇷 South Korea – 15% 🇱🇰 Sri Lanka – 20% 🇨🇭 Switzerland – 39% 🇸🇾 Syria – 41% 🇹🇼 Taiwan – 20% 🇹🇭 Thailand – 19% 🇹🇹 Trinidad and Tobago – 15% 🇹🇳 Tunisia – 25% 🇹🇷 Türkiye – 15% 🇺🇬 Uganda – 15% 🇬🇧 UK – 10% 🇻🇺 Vanuatu – 15% 🇻🇪 Venezuela – 15% 🇻🇳 Vietnam – 20% 🇿🇲 Zambia – 15% 🇿🇼 Zimbabwe – 15%
Trump Continues His Global Order - Periodic Situation Review
Global Trade and Energy Shift
Trump persists in relocating global manufacturing from China to the U.S., primarily through tariffs. Last night, he imposed a 15% tariff on Israel, aligning with tariffs on the EU, Japan, and South Korea.
The major confrontation with China continues: Trump initially raised tariffs to 34%, later escalated to 145%, but then backtracked. Currently, there’s an economic ceasefire and ongoing talks.
Trump also keeps pressuring/enticing the other major Eastern economies—Russia and India.
The global trade route from India through Saudi Arabia and Israel (northern Gaza) to Europe will play a pivotal role in this arrangement.
Ending the Russia-Ukraine War
Trump demands an end to this war, setting a deadline for August 8. This is crucial for his image as a global “peacemaker” and to highlight the Biden administration’s failure to resolve it.
Economically, it will stabilize global energy markets, lower prices, and reduce U.S. inflation. It will also allow Europe to redirect resources from military spending to consumption.
Trump hopes a deal will secure Russia’s cooperation against China and Iran.
Middle East and Expanding Abraham Accords
Trump began his global order restructuring here. Agreements reached in Riyadh and Gulf states await the end of the Gaza war.
Israel eliminated Iran, the primary threat, for him, and he expresses gratitude.
However, Qatar, after 20 years of investment in Gaza, resists relinquishing control and hardens Hamas’s stance to halt the war. This week, Qatar (successfully) launched a starvation campaign. Witkoff, representing Qatari interests, tries to square the circle and rushes to the region.
The victims of Qatar’s obstinacy are our hostages.
Meanwhile, Trump quietly dismantles a major obstacle in the former Shia axis, shifting Syria and Lebanon from Iranian-Russian to U.S. control. Israeli minister Dermer met Syria’s foreign minister; the U.S. aids Lebanon’s government in disarming Hezbollah. Israel, via Azerbaijan, negotiates with Turkey on Syrian control, including northern Syria and the Kurds.
Threats of Palestinian State Recognition
Not a diplomatic setback, nor a crisis. It’s leverage used by countries feeling ignored by the U.S. to pressure it. This week, Trump “pocketed” ~$90 billion annually from EU import tariffs. He’s taking control of Lebanon, sidelining France’s influence there. France and Macron have significant interests in Lebanon’s gas deals (recall Lapid-Macron gas agreement talks).
They know Trump is Israel’s “friend” and believe threatening with an international Palestinian recognition gives them leverage. Trump’s response yesterday—mocking Canada’s PM (“wow…”) and imposing sanctions on PLO leaders for the first time in years—signals they should stop interfering. They know their move has no real impact beyond declarations.
Who still doesn’t get it? Israeli media, which launched a chorus of “diplomatic collapse” laments.
Trump’s Progress
Trump advances his plan with minor delays. He hasn’t yet tackled the “tough nut”—China. He has about a year to complete his moves (and win a Nobel Prize). U.S. midterm elections are in November 2026, and everything must be finalized by then.
Coincidentally, this aligns with Israel’s election timeline, syncing the political clocks of the two friends—Netanyahu and Trump.
(Shlomo Filber)
Wait, I thought he was going to really give it to Brazil over their malicious prosecution of Jair Bolsonaro? What gives?
No detailed analysis yet. This is just the latest released data.
Do you have any substantive comment ? I am still processing my analysis of the data. It is important to view the totality of the tariffs in light of other countries The higher the tariff for country A is relative to country B with the SAME rate. Lower tariff for country C or Higher tariff for D. Etc. the numbers themselves are not as important in my view.
Globemaster. Beat all their asses i to submission.
“substantive comment ?”
...........
A scan of the numbers here seems to give Brazil a real pass on everything ... is there a lower tariff on the board.?
I sold VALE (a Brazilian iron ore miner) at 9.37 yesterday and bought puts at 9 on the news of blasting action against Brazil.
So .... ya ... I think a comment about the Brazil tariff is substantive.
Is this 10% on top, under, beside or instead of the ones just announced Thursday?
Boy is my face red....
If we can get the interest rate down..and it'll come...we'll be on our way.
No way the Dems would have done what President Trump is trying to do.....simply because the Dems don't have the knowledge or desire.
White House releases new tariff rates for dozens of countries after months of negotiations
https://nypost.com/2025/07/31/us-news/white-house-releases-new-tariff-rates-for-dozens-of-countries/
Depending on how deep you were in the puts, I wholly understand your red face.
🍿
Rolled my profit in .... went for 1 day .....
flat trade.
I’m glad to be out of Brazil.
I usually don't do it like that but I went for the head fake on that one...... swing and a miss
All in all not a bad day ....overall down .15% ... considering the red on the board today.
Amazon,nvda and metc were a drag on me but my miners kept me in the game.
Last week I got stung on plce ... consumer stuff, back to school stuff, hello kitty clothes.
It was taking a run, so ... I bought in at 6 and sold 2 day 6 at .55 looks good right ? But I got hung by the evil troll on the other side of the screen. I had to hold til close or basically give the premium back.
By the time I got out Monday plce had fallen back.... enough to bite me just a bit.
A law suit against Amera Trade/Shwab was just settled.. that sort of thing is not suppose to happen any more... but ..we will see.
Interesting times we live in.
Monday is looking to be a wild ride, keep your saddle cinched tight
and may all your candles be green.
Oh yeah!
Also, with Lula in charge down there I wouldn’t touch Brazil with a 10-foot pole.
Yup ..... I was looking to exit anyway...
should have pulled the trigger sooner.
I'd rather leave a little on the table then wait for a “nationalization” of the means of production.
How about those labor numbers...
Powel has been hiding behind a false wall, glad to see some action on that front.
Powell is a genuine thorn in the side of our home economy. Sooner he is got gone the better.
Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.