April 2nd - Tariff & Liberation Day

Morrison · 15-04-2025, 11:04 PM

Originally Posted by newhkpr:

A bit of a non-news. Delta stopped taking Airbus deliveries due to 10% tariff.

Of course China won't get Boeings at 125% tariff.

But China has a one party system with a helmsman at top, thus they can make decisions very fast and exempt certain products that they need from import tariffs.

PLamHK · 15-04-2025, 11:09 PM

Originally Posted by Morrison:

But China has a one party system with a helmsman at top, thus they can make decisions very fast and exempt certain products that they need from import tariffs.

Er, isn't that exactly the situation now in the USA also?

ArrynField · 16-04-2025, 12:33 AM

https://www.cnbc.com/amp/2025/04/15/...d-and-why.html

chobochobo · 16-04-2025, 06:53 AM

Originally Posted by PLamHK:

Er, isn't that exactly the situation now in the USA also?

Do you mean the one party system?

shri · 16-04-2025, 07:21 AM

Originally Posted by MABinPengChau:

Well, this gives them PLENTY of time to work on the new Air Force One, please don't keep Mr. Trump waiting...

Apparently not that big a deal for Boeing. Someone out there is bullish at Bloomberg.

https://open.spotify.com/episode/3oj...Q2-9iOfTak4A7A

chobochobo · 16-04-2025, 07:41 AM

Maybe they have the inside track?

SirNotAppearing · 16-04-2025, 07:53 AM

Originally Posted by chobochobo:

Maybe they have the inside track?

Runway. Inside runway..

Elefant&Castle · 16-04-2025, 09:54 AM

Originally Posted by shri:

Lost somewhere in all of this is Jensen Huang attending a dinner at Mar-a-largo and getting an exemption in exports of H20 to China.

https://www.reuters.com/technology/t...go-2025-04-09/

Reversing the reverse - seems they can't export H20 after all according to a SEC filing today

First quarter results are expected to include up to approximately $5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves.

https://investor.nvidia.com/financia...s/default.aspx