[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  David Lee [@DavidLe76335983](/creator/twitter/DavidLe76335983) on x 16K followers Created: 2025-05-02 04:13:00 UTC Trump’s playbook Jan XX X. Cut down interest rate to make budget sustainable X. Use tariff as a “threat” to push down stock market, force capital to bond market, lower LT UST yield X. Tariff is just an excuse, so they come up with all sort of contradictory reasons for tariff. Moving mfg to US, brings a lot of money, tariff can replace income tax, tariff will decline as we don’t need to import X. Push Fed to lower ST rate, entire yield curve move down X. Leverage tariff negotiation to force nations to accept Mar-a-Lago Accord, reducing $1+T annual interest expense in budget. This needs to be done before June when $6.5T needs refinancing X. This controlled recession will make the economy thriving in 2026, making sure Republicans will have a landslide victory as Democrats financing machine has been destroyed by DOGE This is brilliant on paper, but completely ignore the reactions by others. Mexico Sheinbaum was the first to stand up with retaliation, Trudeau and Xi followed. Trump should have stopped by then, but he needed to get the Mar-a-Lago Accord done by June, so he pushed for Liberation Day against the world which completely backfire, leading to the pause (except China) in just X days. The stalemate in April sees Trump waiting for Xi to call, Trump controlled propaganda machines kept reiterating China is about to collapse to secure his support base. But many have been affected by China cancelled orders (agricultural, oil & gas, shipping & logistics). Left wing media amplified the problems with US isolation and Trump approval rating tumbled. The world saw China stand and Trump desperation, decided to wait and see. Meanwhile domestic businesses are raising hell as their business models will collapse if China is no longer a supplier. WH press secretary confrontation with AP reporter on whether tariff is paid by Chinese suppliers and reaction to Amazon “tariff cost” shows WH attempt to conceal this info from the public If you look through this lens, you have better understanding of WH moves X. These people are not crazy or stupid, they may have overlooked some issues, but they had a plan X. Trump thought he can control the narrative in western media, and his base will XXX% support his decision, so this can portray a united US rallying on tariff X. When there were resistance, the admin were caught completely off guard because they did not anticipate that and had no plan for countermeasures X. As there is no game plan, every cabinet member just wing it, messages were often contradictory and never consistent X. Their original plan only cover the negotiation part (they expect everyone would ask for negotiation), they did not even expect tariff will need to be collected. That explains why Customs did not have regulations laid out when tariff for import were imposed and had problems with collecting tariffs on small package (leading to suspension on tariff on 2/7) XXXXXX engagements  **Related Topics** [jan](/topic/jan) [tax bracket](/topic/tax-bracket) [money](/topic/money) [ust](/topic/ust) [stocks](/topic/stocks) [tariffs](/topic/tariffs) [budgeting](/topic/budgeting) [fed rate](/topic/fed-rate) [Post Link](https://x.com/DavidLe76335983/status/1918156745446441319)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
David Lee @DavidLe76335983 on x 16K followers
Created: 2025-05-02 04:13:00 UTC
Trump’s playbook Jan XX X. Cut down interest rate to make budget sustainable X. Use tariff as a “threat” to push down stock market, force capital to bond market, lower LT UST yield X. Tariff is just an excuse, so they come up with all sort of contradictory reasons for tariff. Moving mfg to US, brings a lot of money, tariff can replace income tax, tariff will decline as we don’t need to import X. Push Fed to lower ST rate, entire yield curve move down X. Leverage tariff negotiation to force nations to accept Mar-a-Lago Accord, reducing $1+T annual interest expense in budget. This needs to be done before June when $6.5T needs refinancing X. This controlled recession will make the economy thriving in 2026, making sure Republicans will have a landslide victory as Democrats financing machine has been destroyed by DOGE
This is brilliant on paper, but completely ignore the reactions by others. Mexico Sheinbaum was the first to stand up with retaliation, Trudeau and Xi followed. Trump should have stopped by then, but he needed to get the Mar-a-Lago Accord done by June, so he pushed for Liberation Day against the world which completely backfire, leading to the pause (except China) in just X days.
The stalemate in April sees Trump waiting for Xi to call, Trump controlled propaganda machines kept reiterating China is about to collapse to secure his support base. But many have been affected by China cancelled orders (agricultural, oil & gas, shipping & logistics). Left wing media amplified the problems with US isolation and Trump approval rating tumbled.
The world saw China stand and Trump desperation, decided to wait and see. Meanwhile domestic businesses are raising hell as their business models will collapse if China is no longer a supplier. WH press secretary confrontation with AP reporter on whether tariff is paid by Chinese suppliers and reaction to Amazon “tariff cost” shows WH attempt to conceal this info from the public
If you look through this lens, you have better understanding of WH moves X. These people are not crazy or stupid, they may have overlooked some issues, but they had a plan X. Trump thought he can control the narrative in western media, and his base will XXX% support his decision, so this can portray a united US rallying on tariff X. When there were resistance, the admin were caught completely off guard because they did not anticipate that and had no plan for countermeasures X. As there is no game plan, every cabinet member just wing it, messages were often contradictory and never consistent X. Their original plan only cover the negotiation part (they expect everyone would ask for negotiation), they did not even expect tariff will need to be collected. That explains why Customs did not have regulations laid out when tariff for import were imposed and had problems with collecting tariffs on small package (leading to suspension on tariff on 2/7)
XXXXXX engagements
Related Topics jan tax bracket money ust stocks tariffs budgeting fed rate