Thursday, April 3, 2025

Trump Tariffs

Donald Trump loves tariffs. He’s been talking about them for 10 years and still does not understand how they work. He also doesn’t understand trade deficits and believes that any country that sells more goods to the USA than buys from them is somehow ripping off America. If services are included the trade balance often reverses but he isn’t interested in that.

It’s one thing for the President to be ignorant about economic statistics. But it’s quite another when he refuses to consult economists or ignores their advice. He thinks he’s such a genius that he knows better than anyone else about everything. Some people just can’t be taught and Donald Trump is the poster boy for such people.

The tariffs Trump announced today covers every country and all products, excepting only Russia, North Korea, and one or two other countries, and their products. This includes many products that America cannot make or grow- like diamonds and coffee - which makes no economic sense.

The stock market which used to be the only economic marker that Trump cared about has tanked even more today. Indexes like the Dow Jones dropped between 4-5% today, losing more than $2t in investors’ wealth (in addition to the $5t lost since inauguration day).

So what is Trump’s motive? Is it simply wilful ignorance and complete indifference to the consequences? Does he really believe that they will promote more manufacturing jobs in America despite evidence to the contrary? Or is something else going on.

Heather Cox Richardson in her substack post this morning quoted Senator Chris Murphy who explained that the reason Trump’s tariffs make no economic sense is because they are not an economic tool. Instead Murphy argues the tariffs “are simply a new, super dangerous political tool” designed to control private industry the way he is controlling law firms, universities and media corporations. Corporations “will need to pledge loyalty to Trump in order to get sanctions relief. The tariffs are designed to create economic hardship so that Trump has a straight face rationale for releasing them, business by business or industry by industry. As he adjusts or grants relief it’s a win-win: the economy improves and dissent disappears.”

Similarly Robert Reich in his morning substack post argues that the real reason for Trump’s tariffs is not to reciprocation for other countries’ unfair trade practices, but intimidation. His goal in this as in everything is to get other countries to capitulate to his demands. “Surrender is the whole point. Domination is his goal”. Each capitulation feeds his power and “encourages him and his goons to engage in even more bullying…”

Whether aimed at other countries or American industries and corporations, what Trump is doing is extortion. He's like the mob boss taking over a town who first sends his thugs to rough up the local businessmen, then offers them protection - for a price.

These theories make at least some sense. But I don’t know which is worse –a wilfully ignorant leader ruining his country's (and the world’s) economy in a misguided attempt to make it great again, or a tyrant seeking world domination.

Sources

https://heathercoxrichardson.substack.com/p/april-2-2025-wednesday

https://robertreich.substack.com/p/how-to-deal-with-trumps-demands-for

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