The Dog Deals of Summer | Australian Markets

The Dog Deals of Summer The Dog Deals of Summer

The Dog Deals of Summer | Australian Markets


Dogs don’t pay tariffs. Inanimate objects don’t pay them. In the tip, all authorities revenues should come from The People.

Here’s Nicole Russell, a columnist for USA Today, weighing in on Trump’s latest trade triumph:

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Trump’s EU deal will help blue-collar employees

Critics can hate Trump’s character all they need, however the president’s capacity to forge trade offers that favor American employees shouldn’t be discounted.

The gist of Ms. Russell’s argument is that the deal contains necessities for Europe to buy vitality and navy tools from the US. This variety of stuff is made by people carrying hardhats or wielding energy instruments, that’s…by ‘blue collar’ employees.

Ms. Russell, who lives in Texas and has 4 kids, should not have a lot free time. If she had, she might need thought this by way of a bit additional.

In the primary place, why ought to US authorities coverage favor one group of employees (blue collar) over one other group (white collar)?

In the second place, the tariffic negotiations additionally favor very huge companies — oil and protection. How is that a plus for the fellows who principally work for small companies?

In the third place, the identical insurance policies that may supposedly favor US industry output with a 15% tariff on imports additionally call for taxes of 50% on metal and aluminum, which have to be paid by US automakers…and in the end by auto consumers. What good does that do the man who wants wheels to get to work?

In the fourth place, who does she suppose pays for the tariffs? Tariffs are primarily a tax, paid by American importers, not international exporters…after which, inevitably handed alongside to US shoppers. Fox:

July tariff revenues break month-to-month report, with $150B collected thus far in 2025

White collar…blue collar…or no collar in any respect — they’re all going to pay. Who else would? Dogs don’t pay tariffs. Inanimate objects don’t pay them. In the tip, all authorities revenues should come from The People.

But wait. The solely advantage of the tariffs is that they could increase the feds’ income and scale back their need for borrowing. But the geniuses within the US Senate are already discovering methods to tear out that silver lining. USA Today:

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It’s a tiny ASX stock that might hand the United States, NATO, and its allies a key benefit in case one other main battle breaks out.

That might make this stock very beneficial and probably profitable for traders over the approaching months.

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Josh Hawley Introduces $600 Trump’s Tariff Rebate Bill For Working Americans

You need to surprise…for those who’re going to present away money, why give it solely to ‘working’ Americans? What have the feds received towards retirees?

No matter. None of it is sensible. The US is working a $2 trillion deficit…and heading proper for a financial disaster. It can’t afford to present money away.

Still, the trade offers are seen as a political ‘win’ for Mr. Trump. He appears to have been capable of apply his tariff taxes with out Congressional approval…and with out setting off a brutal trade battle.

The Wall Street Journal:

President Trump has achieved the outstanding: raising tariffs by more than the infamous Smoot-Hawley Tariff Act of 1930, whereas—it seems—avoiding the harmful trade battle that adopted.

Including the deal struck over the weekend with the European Union, the U.S. will impose an efficient tariff price of about 15% on its trading companions, by far the best because the Thirties, in response to JPMorgan Chase.

But will the offers stick? The New Republic:

Trump’s Big Trade Deal With Japan Is Already Falling Apart

…a new report from The Financial Times demonstrates that U.S. and Japanese officers don’t see eye-to-eye on what precisely the nations agreed upon.

Mireya Solís, a senior fellow at The Brookings Institution, informed The Financial Times that the deal incorporates “nothing inspiring,” as “both sides made promises that we can’t be sure will be kept,” and “there are no guarantees on what the actual level of investments from Japan will be.”

It’s not precisely a finished deal with Europe both. Energy Intel:

US-EU $750 Billion Energy Deal Faces Major Reality Check

Fred Hutchison, CEO of pro-US LNG export group LNG Allies, mentioned either side can do a lot to encourage further business offers within the LNG space, however “neither government has any control over what happens commercially.

WSJ continues:

Marine Le Pen, a leader of France’s populist right-wing National Rally, which is slightly favored to win the presidential election in 2027, called the EU deal a “political, economic and moral fiasco.” Alice Weidel, chief of Germany’s far-right Alternative for Germany, wrote on X, “The EU has let itself be brutally ripped off.”

Trump received his offers as a result of of the leverage different nations’ deep financial and security ties gave to the U.S. In coming years, that leverage will wane as these nations domesticate markets elsewhere and construct up their own militaries. The ensuing worldwide system can be much less depending on the U.S.—and fewer steady.

The markets are much less steady too. Already teetering on the tippy-top of their trading vary, stocks have change into even more overvalued.

More importantly, Donald Trump has raised the associated fee of trading with the US. He should even have elevated the need to not trade with it in any respect.

Regards,

Bill Bonner,
For Fat Tail Daily

P.S. This chart and remark from Investment Director Tom Dyson (who can be publishing the August Monthly Strategy Report later this afternoon):

‘The $250 billion purchase of US energy the Europeans just agreed to is pure fantasy. The US is already Europe’s largest provider. In 2024, Europe spent much less than $100 billion on US vitality. Where is the extra $150 billion going to come back from?

Even if Europe cancelled its purchases of LNG, petroleum, coal and so forth. from each different provider, and changed them with 100% US provides, it’d nonetheless be means short of the $250 billion agreed with Trump.

The solely means Europe spends $250 billion a 12 months on US vitality is by paying twice the price!

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The fourth huge ‘shift’ in mining

There have been three main adjustments to the best way the useful resource sector works within the final century.

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We’re now witnessing a fourth main shift on this sector…

Discover the 4 stocks that might benefit most right here.

All advice is common advice and has not taken under consideration your personal circumstances.

Please search impartial financial advice concerning your own scenario, or if unsure in regards to the suitability of an investment.

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