Trump Era 2025-2029 : Stock and Economic Comment

[mullokintyre]

Because the u.s actually imports very little (relatively speaking).

Compared to what pray tell?
According to World Exports

According to Impedia its the no 1 importer in the world.

Mick

 

[Antirnator]

 

[TimeISmoney]

Wait until Thanksgiving and Christmas, when the crowds are forced to spend money.

 

[over9k]

Compared to what pray tell?
According to World Exports
View attachment 209345
According to Impedia its the no 1 importer in the world.
View attachment 209346
Mick

As a percentage of GDP, compared to every other country on earth bar four:



https://en.wikipedia.org/wiki/List_of_countries_by_trade-to-GDP_ratio

As a percentage of GDP (so, in a relative sense, just like I said) the united states is the 5th lowest importer in the world.

Aggregate/numerical total figures like you posted are almost meaningless in this context

 

[mullokintyre]

As a percentage of GDP, compared to every other country on earth bar four:

View attachment 209359

https://en.wikipedia.org/wiki/List_of_countries_by_trade-to-GDP_ratio

As a percentage of GDP (so, in a relative sense, just like I said) the united states is the 5th lowest importer in the world.

Aggregate/numerical total figures like you posted are almost meaningless in this context

But I did at least post some figures.
You posted a one sentence with zero context.
Mick

 

[divs4ever]

The issue is usually that the bean counters override the engineers when push comes to shove.
The fact that they had to contend with a less than ideal substrate of almost pure sand, water table within two feet of the surface and situated in a flat area known for its tornadoes, hurricanes and flooding suggests a placement based on something other than engineering.
The placement of these data centres really should be right next to all those wind farms and solar arrays in Texas or Arizona.
Mick

i had guessed the solar panels ( and some wind turbines ) would be very close to the finished complex ( or integrated into the complex , especially the solar panels/battery packs )

 

[divs4ever]

Compared to what pray tell?
According to World Exports
View attachment 209345
According to Impedia its the no 1 importer in the world.
View attachment 209346
Mick

interesting i would have thought China and India would have imported more ( did some value-adding and exported a hefty percentage of the imported goods )

 

[IFocus]

I suspect that 2026 will determine what the full impact of Trumps policies or midnight texts might have.
Does anyone understand what stimulus if any exists in the BBB.

 

[moXJO]

I suspect that 2026 will determine what the full impact of Trumps policies or midnight texts might have.
Does anyone understand what stimulus if any exists in the BBB.

Build back better?

 

[mullokintyre]

The US banking system are jut not playing the games according to Trump rules.
If they can't bring the Indians in to the AmericanBusiness sphere, they will take the business into the Indian Sphere.
Next step will be to punish those companies that don't conform to trumps rules.
Mick

 

[Antirnator]

The US banking system are jut not playing the games according to Trump rules.
If they can't bring the Indians in to the AmericanBusiness sphere, they will take the business into the Indian Sphere.
Next step will be to punish those companies that don't conform to trumps rules.
Mick
View attachment 209472

Sounds like a Bloomberg and Citibank problem, not a Trump problem.

 

[divs4ever]

Build back better?

i am guessing he is hoping to bully/bribe private investment into infrastructure ( like data centers )

manufacturing ??

that would depend on investors thoughts on who will win in 2028 , manufacturing facilities don't become profitable overnight even if deploying robots extensively

 

[mullokintyre]

In a somehat surpring move, the 2nd quarter GDP for Trump has been revised upwards from 3.3% to 3.8%.
Given that damn near every stat released seems to have post event revisions, it makes one wonder if they much use at all.
The fact that it was driven mainly by consumer spending is a bit concerning given all the other indicators on consumer debt limits, employment slowdown, and reduction in imports have been heading in the opposite direction.
maybe those extra rate cuts this year may not be on after all.
Mick

 

[basilio]

In a somehat surpring move, the 2nd quarter GDP for Trump has been revised upwards from 3.3% to 3.8%.
Given that damn near every stat released seems to have post event revisions, it makes one wonder if they much use at all.
The fact that it was driven mainly by consumer spending is a bit concerning given all the other indicators on consumer debt limits, employment slowdown, and reduction in imports have been heading in the opposite direction.
maybe those extra rate cuts this year may not be on after all.
Mick

View attachment 209487

That is very interesting..

I wouldn't be confident about figures coming out of Government Bureaus in the US now. Trump has made crystal clear he wants to see certain outcomes and will sack anyone who won't produce those results.

The figures may be accurate but I would give more credence to previous graphs highlighting falling company tax payments, falling employment in Nevada and what I see as widespread problems in farming, construction and retail areas.

ICE is trying to round up 3000 people a day, disrupting businesses, farms and communities. How can this be happening without causing a slowdown in spending in the community ?

 

[Smurf1976]

The placement of these data centres really should be right next to all those wind farms and solar arrays in Texas or Arizona.

For a data centre, there'd be other considerations as well eg land cost, state and local taxation, availability of a workforce, data connectivity etc but given they're using huge amounts of electricity that would be a major factor in the choice of location.

Average industrial electricity price by state as follows. Source = Electric Power Monthly, Energy Information Administration (US Govt), July 2025.

Figures are US cents per kWh inclusive of everything and are for industrial consumers specifically.

 

[moXJO]

As far as Im concerned its all connected to the US literally.


Jason Jacques seems to think Canada is on the trajectory of collapse. Are they all too delude to jump out of danger though?

Trump might pick up Canada for a song.

 

[divs4ever]

As far as Im concerned its all connected to the US literally.


Jason Jacques seems to think Canada is on the trajectory of collapse. Are they all too delude to jump out of danger though?

Trump might pick up Canada for a song.

am not so sure it will be Trump , more likely private equity ( and fund managers )

 

[Antirnator]

As far as Im concerned its all connected to the US literally.


Jason Jacques seems to think Canada is on the trajectory of collapse. Are they all too delude to jump out of danger though?

Trump might pick up Canada for a song.

Half of Canada that is Alberta, Saskatchewan, British Columbia and Yukon. WEXIT!

 

[over9k]

As far as Im concerned its all connected to the US literally.


Jason Jacques seems to think Canada is on the trajectory of collapse. Are they all too delude to jump out of danger though?

Trump might pick up Canada for a song.

There's a big albertan independence movement there, kind of like the western australian one here but much more serious.

Alberta is oil rich in the way that W.A is mineral rich but the difference is that it's landlocked and the other provinces are very anti-fossil-fuel so they do everything they can to block them from getting to the ocean/ports, leaving them with no choice but to export south to the U.S and almost to the U.S alone.

They call themselves the texas of canada and after having been there myself (have family friends in edmonton) it's definitely the most-similiar province to the U.S.

They loathe trudeau.

 

[countrylad]

For a data centre, there'd be other considerations as well eg land cost, state and local taxation, availability of a workforce, data connectivity etc but given they're using huge amounts of electricity that would be a major factor in the choice of location.

Average industrial electricity price by state as follows. Source = Electric Power Monthly, Energy Information Administration (US Govt), July 2025.

Figures are US cents per kWh inclusive of everything and are for industrial consumers specifically.


View attachment 209535

Don't forget water in to your calculations, fresh, salt whatever even the ones that will not use water as their major coolant will still need decent amounts of it.