Tariffs and Trade Policy - Tariffs on semiconductors could range from 2% to 300% [1][2][3] - The President previously implemented tariffs but made exceptions for computers and smartphones to avoid consumer backlash [4] - Potential exemptions for companies manufacturing in the United States are being considered [5] Economic Impact and Policy Concerns - Tariffs are beginning to negatively impact consumers [1] - The current administration's approach to economic policy is described as inconsistent and not well-considered [3] - The President is perceived as intervening in individual companies' operations, resembling the management style of the Trump Organization [6][7][8] Crony Capitalism and Market Distortion - The economy is potentially entering an early stage of crony capitalism, where relationships with the White House are more important than innovation [9][10] - This shift could fundamentally alter American capitalism, leading to long-term negative consequences for future generations [15] - Resources may be diverted from innovation to lobbying and currying favor with the government [14]

From @WSJopinion: Trump’s tariffs and chaotic trade policy will yield a mishmash—not an international system led by a more powerful and attractive America, writes Robert B. Zoellick https://t.co/DUn92JZiAe ...

Global Economy - Countries are not retaliating against tariffs [1] - The global economy has not collapsed [1] Time Factor - More time is needed to observe the full effects [1]

Market Trends & Concerns - Stocks experienced losses due to inflation report, raising concerns about tariffs' economic impact [1]

Trade & Tariffs - The report identifies countries best positioned to benefit from President Donald Trump's tariffs [1] - The new "China-plus-one" regime presents challenges to even the winning countries, making it difficult to feel secure [1]

Hey, it's time. Let's bring co-anchor of CNBC Squawkbox and the New York Times columnist Andrew Ros and Andrew get some new numbers. Hopefully, nobody gets fired for them because they are not as good as was expected.Tell us about them. Uh they are not as good as had been expected. In fact, it appears that inflation is creeping higher.Uh this is the ne this is really the second piece in the uh puzzle that we've now seen inflation creeping higher and it's going to give the Fed pause now uh potentially about l ...

Treasury Secretary Scott Bessent says tariffs will drive enough revenue to be more than 1% of GDP.Insane. https://t.co/D81KbiHbYC ...

Economic Impact - America will pay the price for Donald Trump's tariffs [1] - Growth was underwhelming and inflation disappointingly high in the first half of the year [1] Policy Analysis - The full toll of Trump's foolish policy will be felt over the long term [1]

Economic Outlook & Policy - The discussion revolves around the US economy's performance and the impact of President Trump's policies, particularly tariffs, on the market and inflation [3][4][5] - Experts initially predicted significant negative impacts from tariffs, including potential recession, especially if tariffs reached levels like 145% [6][9] - However, after 90 days of tariffs, inflation has not risen as drastically as predicted, suggesting the market is responding positively [10] - Tariffs are being used as a negotiation tactic to bring countries to the table and recalibrate government financing [8][9] Trade & Negotiations - Trade deals with countries like Japan, Philippines, and the EU are considered wins, largely attributed to the use of tariffs as leverage [8] - There is optimism for a favorable trade deal with China in the coming months [8] - The aim is to encourage countries to invest in the US market and secure better trade terms [9][14] Business & Investment - Capital expenditures are increasing, which is seen as a positive indicator for future economic growth [20] - The US is being recentered as the focal point of the global economy, attracting investment [14] - Real wages for working people have increased by $1,100 this year [19] Presidential Impact & Perception - The president's approach is viewed as prioritizing what's best for America, focusing on both capital and labor, and aiming for market success and wage growth [7] - There are divided opinions on the president's strategies, with some trusting his negotiation skills and others questioning his understanding of economic matters [11][17] - The president's actions have caused discomfort and confusion among some supporters, requiring them to defend certain policies [17][18]

The last word with Lawrence O'Donnell starts right now. Hey, Lawrence. >> Hey, Jen. I have been begging the control room to never show that video again. And I'm losing I'm losing that campaign. >> It's so charming. But I heard you're working on a tango this year, so I'm looking forward to seeing it. >> Let's just say I'm not going to be taken by surprise this time. All right. Okay. It's going to be a whole different thing. Uh so, Jen, we are being uh joined once again tonight uh by Nobel Prize winning econo ...