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Marc Chandler – The Impact of U.S. Tariffs on Global Trade, Currencies, Inflation

Cory
February 9, 2025

 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to take a deep dive into the complex world of tariffs. 

 

We discuss the wide-reaching effects of U.S. tariffs on China, Canada, and Mexico, and explore how these policies impact global markets, consumer prices, and multinational companies. The conversation also covers retaliatory measures by other countries, the role of central banks, and the nuances of globalization versus de-globalization. Marc shares insightful perspectives on the implications for economic policy, market dynamics, and future trade relations.

 

Click here to visit Marc’s site – Marc To Market. 

Discussion
12 Comments
    Feb 09, 2025 09:02 PM

    OOTB Jerry
    8 hours ago
    Financial Times out with an article…………..
    Treasury has gold valued at $42 per oz…. on it’s books….

    If, you revalue the gold… at $2800…. this could inject $800 billion into the treasury

    If , they revalue it

    At a gold price of $10,000 per ounce, the total value of the U.S. gold reserves would be approximately $2.61 trillion.

    This calculation takes into account the conversion of metric tons to troy ounces, with 1 metric ton equaling 32,150.7 troy ounces.

    Yes, this valuation is significantly higher than the current market price of gold but after 2008 and all the insane “rabbit out of the hat” solutions The Fed conjured up this appears plausible. As Doug Casey often says “Anything’s possible”

    Reply
      Feb 09, 2025 09:59 PM

      Jerry, we don’t know whether The Treasury has the gold, a lot of chicanery going on. PROVE IT! I will believe when I see it or when a full and not a partial audit is done. Not going to happen! LOL! On it’s books OOPS! my pen just slipped; the dog ate the controller Generals copy we will have to track the canine intruder down. LOL! Again!

      $800 billion, Nvidia can lose that in a heartbeat and the 2.6 trillion if gold goes to $10,000 is meaningless with $36 trillion in debt at these rates never mind $10,000 Gold! DT🤣

      Reply
        15 hours ago

        “we don’t know anything”……………… 🙂
        Only thing I know right now… is GOLD IS AT $2907…… 🙂 GOT PHYZ…. 🙂

        Reply
      Feb 09, 2025 09:12 PM

      Anything is possible like they have loaned out more than they own, amounting to a negative balance in the treasury and as the gold price goes up, the negative numbers go up

      Reply
    BDC
    22 hours ago

    https://www.fibonomics.com/2025/02/nak-northern-dynasty.html
    NAK : Northern Dynasty : Overdue : 1-2-3 : Interim Top?

    Reply
    20 hours ago

    Gold futures just went up and tagged $2,929.49 a few minutes ago in overseas trading.

    More all-time highs in the precious metal. This yellow metal isn’t doing anything specific…. it’s on the elemental table for goodness sakes. What is on display for the whole world to see is the erosion in purchasing power of the fiat currencies as it takes more and more of all the global currencies to buy just one ounce of gold, and so pricing goes up.

    What is really happening is the value in fiat purchasing power continuing to go down over years and years, and it is an insidious process which makes the most financially vulnerable segments of society suffer. Hopefully more citizens of each country will start considering this shift in thinking as to where the cost of living and price increase issues really are coming from, the challenges in putting one’s faith in fiat, and the longer-term value of gold as a store of value.

    https://cdn-ceo-ca.s3.amazonaws.com/1jqjib9-Gold%205%20minute%20chart%20to%20new%20ATH.JPG

    Reply
      BDC
      17 hours ago

      I think topping, but will see. (If so, a great time to do the ‘shuffle’…lol.)

      Reply
    17 hours ago

    Gold Heads To All-Time Highs, Gold Stocks Are Responding, Silver Is Acting Constructive

    Excelsior Prosperity w/ Shad Marquitz 02-10-2025

    https://excelsiorprosperity.substack.com/p/gold-heads-to-all-time-highs-gold

    Reply
    15 hours ago

    OOPS……….. $2907………… looking good…. 🙂

    Reply
    12 hours ago

    Peasant food is inexpensive in Guangzhou. Bean sprouts and bok choy almost free, either going for 30 cents per kg. Eggs $2.25 a dozen. Throw in fresh peppers, garlic, ginger for a healthy stir fry. Chinese work long hours but they are not suffering and they have enough left at the end of the month to buy a little gold.

    Reply
      11 hours ago

      there is the key…… save a little gold each month…… 🙂

      SHeeple in US, would rather lease a $100,000 truck… lol…
      which turns to be junk…. in a few years… lol

      Reply
      11 hours ago

      The public in The West doesn’t realize that The Chinese are eating our lunch because they have a robust economy built on capitalism. We in The West have a socialist agenda where people would rather have a free lunch than freedom. DT

      Reply

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