@Captainquirk
The United States' biggest problem is debt. It must secure at least $500-800 billion in foreign capital to purchase new US Treasury bonds. Only this can prove to global markets that the dollar and US debt remain trusted by foreign creditors, stimulate domestic capital to continue holding US debt, and suppress Treasury yields.
This is the core issue this "American Century Tariff" strategy ultimately aims to address.
Therefore, all countries with foreign exchange surpluses—China, Europe, Japan, South Korea, Middle Eastern nations, etc.—are being targeted.
Frankly, if either China or Europe refuses to play this game, the US debt crisis becomes unsolvable. When June-July debt maturities require refinancing, default becomes unavoidable. The Fed might resort to printing money to buy Treasuries itself, but this would only delay immediate collapse while cementing long-term doom. Essentially, the dollar and US debt now resemble a Ponzi scheme casino where no one dares catch the falling knife.
Thus, without China's participation in this game, the outcome is predetermined.
Regarding other countries (smaller nations): China temporarily retreating from the US market might superficially benefit them. However, given that China accounts for over 30% of global industrial output (with purchasing power parity potentially exceeding 60% considering cost-efficiency), excluding Chinese manufacturing capacity would make production costs skyrocket for all. The US can print money, but can others?
The critical issue: The more dollars the US prints, the higher the inflation costs and currency devaluation. Yet overall GDP growth remains stagnant, ultimately reducing America's total consumption capacity. Third countries will find the US market increasingly meaningless—there's no profit to be made.
The premise of US alliance control has always been "distributing candy"—letting others profit. But Trump demands "balance": any profits made must be recycled into buying depreciating US debt. It's like working all day to earn a meal, yet gaining zero actual income. Worse, you lose money because raw material imports require real costs, while US trade "balance" means:
Under this logic, surrender is futile—it only turns nations into America's blood supply. Whoever capitulates becomes the loser.
The United States' biggest problem is debt. It must secure at least $500-800 billion in foreign capital to purchase new US Treasury bonds. Only this can prove to global markets that the dollar and US debt remain trusted by foreign creditors, stimulate domestic capital to continue holding US debt, and suppress Treasury yields.
This is the core issue this "American Century Tariff" strategy ultimately aims to address.
Therefore, all countries with foreign exchange surpluses—China, Europe, Japan, South Korea, Middle Eastern nations, etc.—are being targeted.
Frankly, if either China or Europe refuses to play this game, the US debt crisis becomes unsolvable. When June-July debt maturities require refinancing, default becomes unavoidable. The Fed might resort to printing money to buy Treasuries itself, but this would only delay immediate collapse while cementing long-term doom. Essentially, the dollar and US debt now resemble a Ponzi scheme casino where no one dares catch the falling knife.
Thus, without China's participation in this game, the outcome is predetermined.
Regarding other countries (smaller nations): China temporarily retreating from the US market might superficially benefit them. However, given that China accounts for over 30% of global industrial output (with purchasing power parity potentially exceeding 60% considering cost-efficiency), excluding Chinese manufacturing capacity would make production costs skyrocket for all. The US can print money, but can others?
The critical issue: The more dollars the US prints, the higher the inflation costs and currency devaluation. Yet overall GDP growth remains stagnant, ultimately reducing America's total consumption capacity. Third countries will find the US market increasingly meaningless—there's no profit to be made.
The premise of US alliance control has always been "distributing candy"—letting others profit. But Trump demands "balance": any profits made must be recycled into buying depreciating US debt. It's like working all day to earn a meal, yet gaining zero actual income. Worse, you lose money because raw material imports require real costs, while US trade "balance" means:
- Letting you earn $100
- Forcing you to spend all 100buyingoverpricedUSgoods(e.g.,$10-cost items sold at $100)
- Or mandating full $100 investment in US Treasuries
Under this logic, surrender is futile—it only turns nations into America's blood supply. Whoever capitulates becomes the loser.
