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sscc

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  1. Not about told or not told. Issue is the young Thai PM not capable learning on the job. Globally Some young and inexperienced can learn and improve while on the job, some cannot.
  2. USD is lacking bounce even with American good news here and there in past 2-3 weeks USD is now slipping against all currencies, expert Japanese Yen. More like USD Vs THB heading to 1: 30, not the other way.
  3. Trump deadline is no deadline. In Jan, Trump set 75-day deadline in April 2025 for TikTok sale or ban, and in April Trump extended and imposed second 75-Day deadline June 2025. On June 19, 2025, Trump changed his second deadline again. Issue of credibility nowadays.
  4. Tourism had fallen, particularly in the past two months. Export had risen, going well this year. No need to be serious about July 9, 2025. Negotiations would keep going further and beyond. Mr. TACO Trade is due to extend 'his deadline' call
  5. Trump team Vs court. During this uncertain period, this could be the situation. 25% on Canada ( before Apr 2 ) 25% on Mexico ( before Apr 2 ) 20% on China ( Before Apr 2 ) Rest of the world --- Zero Negotiations for deal -- the case between USA and Thailand for example ? Hold off for now.
  6. Using figures you listed and let's say 95% of goods sold was imported and only 5% USA home made or grown. As is the current situation, just 10% tariff on all imported goods worldwide except made-in-China, such 10% tariff will push total cost up around 7% and resulting in 4-5% net loss. Well, tariff on made-in-China is 30%, Walmart is due to suffer big loss.
  7. USA reset tariff temporarily from 145 to 10+20 = 30%. The 20% was announced along with 25% added for Mexico and Canada in Feb 2025.. China reset tariff temporarily from 124 to 10%. USA had taken a big step pulling back and reducing 115% ( same to both) while China called this was USA proper policy correction.
  8. De-risking is underway. The World is de-risking from USA. Since April 10/11, 2025, USD is falling rapidly, against AUD, TWD, HKD ( pegged ) etc. Of course USD had been falling against EUR for a while. Even Thailand THB is rising unexpectedly in THB Vs USD.
  9. Prudent Defense Secretary does not talk about USA Defense Dept, classified or unclassified details to wife, brothers, family in ANY form of communication. It is not secure or unsecure communication issue.
  10. In the SIGNAL leak about Yemen 6 weeks ago, Trump of course knew it had been mistakes of some of his subordinates and help all to fend off the attack, and Trump succeeded to secure their jobs And again now ? this defense secretary may fall.
  11. there are essentially three major parties in USA politics now : / Democrat / Republican / Trump MAGA Democrat and Trump MAGA are in big trouble. Republican ? No news is good news for now.
  12. Nowadays the media talked much about China, China, China of course with reasons behind. You think every data and everything about CHINA Is unreal and faked and weak and bad, and quickly collapsing etc, then why even bother commenting on China as you think China is so weak and completely irrelevant to world economy and geo-politics ? You quoted or wrote something "BY Our estimate", that is absolutely rubbish.
  13. Ten days after Trump tariff announcement on April 2, 2025, UK Financial Times published an articles : "Why China is well-positioned to weather Trump tariff war " It listed 3 reasons -- two about Trump tariff strategy, one about China. BTW, while you listed much argument on China weakness and deficiencies ( some are real, some are not ), you wrote Nothing about Trump and his "Yes Men" naive and childish way in formulating and implementing the tariff plan ( Economists and financials worldwide said so ). I suppose you dare not said any to counter your own narrative. This is what I called all one-sided and unbalanced view on the issue.
  14. Malaysia PM Anwar is very smart and intelligent. PM Anwar is probably the strongest leader among the ASEAN Countries. PM Anwar obviously sees Thaksin could be useful in helping on Myanmar issue, or else PM Anwar would not have traveled to Bangkok
  15. Trump picked the softest target -- Japan -- in starting the trade negotiation with multiple countries within 90 days. Can easily guess the terms imposed on Japan in order to reduce Japan tariff from 24% to whatever, 10% or even 0. *** Just do all the followings / Increase Japan holding of USA treasuries Bonds by very significant margin. / Increase Japan defense budget to X% of GDP ( 7% or higher please ) / Set up additional Japan tariff scheme against Chinese goods / Fund new investment to USA to finance Hollywood, USA auto industries, USA Space Industries etc, by at least trillion USD. / Restrict your export to China / / Eventually Japan to sign the "Surrender" document, and Minutes later Trump to declare MAGA .......
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