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Goldman Sachs released a tariff forecast: the possibility of the USA imposing a 10% tariff on Copper in Q1 is about 50%.
① Wall Street traders are preparing to analyze Trump's inauguration speech word by word, to determine the impact of his policies on the market; ② Goldman Sachs stated the likelihood of a 10% tariff on Copper by the USA in Q1 is 50%, which is basically consistent with Goldman Sachs' own forecast; ③ The oil market believes the likelihood of Trump imposing tariffs on oil is close to 40%, higher than Goldman Sachs' expected 15%; additionally, Goldman Sachs said the likelihood of tariffs on Gold is only 10%.
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Buy n Die Together❤ :
Nisdey : China's probe is just well timed posturing to try and get some leverage over Trump before he takes office.
Nobody still believes that TSMC aren't involved in some kind of back door shenanigans with the CCP.
This is just a distraction until Trump imposes tariffs and some kind of ChinVidia pops up with a breakthrough AI accelerator.
It's all well and good to design the things, but if you can't make them domestically, and your government taxes the sh*t out of the only place that can, it's all a bit pointless isn't it. And why isn't Intel doing anything at all to close the gap? Where are the industrial espionage agents learning how to replicate what is obviously a solved problem, using the very same machines they have access to. It just doesn't seem that hard to do, especially when all the odds are skewed in your favour. It's not as if the laws of physics are somehow different in Taiwan.