MrDecentralize on Nostr: Tariffs are about to take center stage. With entitlement and defense spending ...
Tariffs are about to take center stage.
With entitlement and defense spending off-limits, discretionary cuts won’t close the gap. That leaves one major lever: tariffs.
Trump’s next move? Use tariffs to rebalance trade, bring back U.S. manufacturing, and—crucially—finance tax cuts without ballooning the deficit.
Markets expect him to cave. The math says he can’t.
With entitlement and defense spending off-limits, discretionary cuts won’t close the gap. That leaves one major lever: tariffs.
Trump’s next move? Use tariffs to rebalance trade, bring back U.S. manufacturing, and—crucially—finance tax cuts without ballooning the deficit.
Markets expect him to cave. The math says he can’t.