(04-04-2025, 02:43 PM)mikesez Wrote:

(04-04-2025, 12:31 PM)Jag149 Wrote: err that is a tariff not inflation. Imported goods are only 15% of GDP currently.

That is certainly a difference. We'll see if it matters.

Well if 100% of the tariffs were past on to consumers then the max effect would be 1.5%. Ford and Stellantis  (Chrysler,Jeep) already are not passing on the increase. They are offering their employee purchase plan. The Ford A plan is a pretty sweet deal. Ford is slightly up today...lol  

The cars that are going to have an issue are the German ones. I showed earlier where a $50,000 US car will have a 61k landed cost in Germany after tariffs and fees. A German car 41k cost landed in the US. This is not a new development, Lee Iacocca was bringing it up in the 90's. So the EU needs to workout this 20k difference somehow. Personally it doesn't effect the average person as they will just not buy a BMW, Porsche, VW or Mercedes. Now the affluent people? They are gonna scream...

Oil is now down from the $70's a barrel to $61.  The 10 year interest rate has a 3 handle for the first time in quite a bit. 

Tariffs are only one leg of the plan. Like you said we will see. Interesting times we live in no?

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