Stock market and USD?
- Thread starter Dadar
- Start date
God forbid we have to buy American toys.
This is the whole problem. America is willing to sell it's soul for cheap chinese toys.
Supply of American-Made Toys
Currently, only a small fraction of toys sold in the U.S. are manufactured domestically. While exact figures for domestic production are scarce, the reliance on imports (especially from China) suggests that American-made toys constitute less than 20% of the market. Major U.S. toy companies like Hasbro, Mattel, and LEGO dominate the market, but much of their production occurs overseas.
The U.S. toy industry has faced persistent supply chain issues, particularly during holiday seasons:
- Dependence on Imports: With 80% of toys coming from China, disruptions such as shipping delays, labor shortages, or raw material scarcity can lead to stockouts and higher prices.
- Tariffs and Policy Impacts: Proposed tariffs on Chinese goods, including a potential 145% tariff on toys in 2025, could disrupt supply chains further. These tariffs may incentivize domestic production but are likely to increase prices in the short term, with small retailers facing closure risks. One X post suggested that toy production for Christmas 2025 is already lagging due to policy-related disruptions.
Conclusion
There are not enough American-made toys to satisfy demand for Christmas 2025. The U.S. toy market heavily depends on imports, and while efforts to expand domestic production are underway, they are unlikely to scale sufficiently within the next eight months. Supply chain disruptions, potential tariffs, and limited manufacturing capacity further complicate the situation. Consumers may face higher prices or shortages of popular toys, and retailers will likely continue to rely on imported goods to fill the gap.
Well if they make the toys here they wont have to pay the tariffs. What does Grok say about that?
Grok says duh and things are too unstable and unpredictable to know what's going to happen in the next five minutes, much less the next five years.
That's great. Let's just bankrupt companies since we have literally pulled the rug out from under them with no warning and no understanding that to move supply chains takes time.
At least that is fair criticism.
I do agree we are at a dangerous point. But i also believe it was coming at some point in the future no matter who was in charge. We simply were on an unsustainable path with China.
Y'all would rather have cheap toys than to fix our problems. Remember, democrats had their chance. They were in power for 12 of the last 16 years. They did not have the political will to get it done.
Trump is trying. Nothing is guaranteed. I respect the effort as i don't think China was playing fair. Most people acknowledge China wasn't playing fair.
In that case, it's totally fair to put OUR mom and pops out of business nationwide.
Democrats crushed mom and pop.
Remember when lowes could stay open but your local hardware couldn't? Remember when all small busnesses were shuttered due to a cold virus but big boxes could stay open?
Remember when your vaccine passports made mom and pops tell their customers to go away?
The wealth gap? Dems in charge last 12 of 16 years.
Democrats crushed mom and pop.
In that case, it's fine for Trump to crush them for NO GOOD REASON!
Trump Criticizes Georgia Governor for Decision to Reopen State
“I think it’s too soon,” said the president, who joined several mayors in questioning Gov. Brian Kemp, a Republican, who had said some businesses could resume on Friday.
Trump Criticizes Georgia Governor for Decision to Reopen State (Published 2020)
“I think it’s too soon,” said the president, who joined several mayors in questioning Gov. Brian Kemp, a Republican, who had said some businesses could resume on Friday.
It's disingenuous. The governors shut things down.
Democrat Randi Weingarten kept the schools shut. Fauci advised to shutdown. Democrats won on controlling the virus and then utterly failed. More people died on Joe Bidens watch than Trumps.
Democrats wanted vaccine passports for a cold virus.
Again, you guys had 12 of the last 16 years to do it your way, but didn't.
Dude 3000+ people were dying per day when Trump left office and even though restrictions had been lifted for most businesses, they couldn't keep staff and customers wouldn't show up until Biden had the vaccine widely distributed. So it wouldn't have made much difference either way.
Dependence on China is a huge problem and we need a forcing mechanism to make a substantial shift there. But I agree that this approach was reckless. There should have been a multi-year strategy to shift away from china.
We shouldn’t depend on them for pharmaceuticals. We shouldn’t depend on them for iPhones. We shouldn’t depend on them for clothing. We shouldn’t depend on them for anything. Those functions could be shifted to some mix of domestic production along with production in India, other SE Asia countries, Mexico, etc.
Something needed to happen, but this just wasn’t the correct way to go about it. But to piggy’s point, at least Trump is trying to do something about it. Nobody else has.
Do you not believe cheap labor from China has tempered inflation in the US for almost 50 years now? May not like the current situation, but there has always been 2 sides to that coin.
No one else has?
Chips and Science Act spurred hundreds of billions of investment with companies like TSMC and Intel announcing new factories, creating hundreds of thousands of high paying jobs
Inflation Reduction Act led to manufacturing for EVs, batteries and solar panels
Bipartisan Infrastructure law led to domestic production of materials like fiber optic cables
He also promoted shifting supply chains to India or Vietnam and away from China
What America’s Plan to Bring Home Technology Manufacturing Gets Wrong
Asia will remain central to U.S. supply chains, but the right policies could accelerate the shift from China to friendlier countries.
foreignpolicy.com
He probably could have done more if he had more time to do it but that's a hell of a lot for a one term President who only had the House for two years.
You want Trump to fail and that's a fact. Easy to see. You are undoubtedly pi$$ed that he has shut the border down.
Yes, but its also making jobs for Americans. Additionally Trump will have free trade deals in place with a lot of countries well before Christmas that can make some toys on top of that and their markets will then be open for American products.
China isn't the only place with cheap labor. That's why I mentioned India, other SE Asia countries and Mexico as alternatives. We should diversify away from our primary global rival, human rights abuser and communist autocracy.
How does border control make him a good business person.
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Didnt say that. Quit being anal dude. Just pointing out your obvious TDS at play in all your posts.
You are in a cult. When we are in a famine that is entirely Trump’s fault you’ll still blame Biden. Trump’s stupid ass supporters are destroying this country day by day. His incompetent and corrupt administration will oversee the transition of superpower status from the US to China, all of which was avoidable by simply not being a bunch of impulsive dipshits
Trump policies benefit me. They also harm the lower 99% of the country. Just because I benefit from it doesn’t mean I support it. He is isolating us from the world and is throwing us directly into a recession for no reason at all. The amount of damage he has been able accomplish in 100 days is the only impressive aspect of his presidency. It has been impressively terrible.
You are incorrect in your viewpoints and will know that you are in due time.
Mark Mobius Says His Funds Hold 95% in Cash on Trade War Risks
Veteran emerging-markets investor Mark Mobius is keeping the bulk of his funds’ holdings in cash as he waits out the trade-related uncertainty, which is likely to persist for up to six months.
www.bloomberg.com
I believe current market action is an initial phase of a reaction off of seller exhaustion that will continue to the area between NDX 2000 to 2100 which is an area where more selling comes in with weakening buying and a probable trading range with volatility off of rate expectations and gro political issues. The 3 rd and 4th quarters seem to be really important for earnings and outlooks
Hard not to see this playout
Just imho
Hard not to see this playout
Just imho
Be prepared that he will also make the same claim for the 2nd quarter if we have negative growth so he can blame Biden for the recession. This is how he conditions the base who will swallow it hook, line and sinker.
Very interesting.
Market back to where we were on liberation day. China said they are thinking about coming to the table. Supply chains are diversifying.
Is Trump going to thread the needle? Looks like he just may do it. Still a lot of work to do.
Market back to where we were on liberation day. China said they are thinking about coming to the table. Supply chains are diversifying.
Is Trump going to thread the needle? Looks like he just may do it. Still a lot of work to do.
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