Tarif perdagangan ke atas beratus negara termasuk Malaysia 24%, Singapura 10% & Indonesia 32% ditangguh ke Julai

plywood

plywood

cmf_jeangrey replied at 3-4-2025 05:33 PM
Nasib baik iols dah baca komen informative sorg pembaca kt NST..ttg kenapa US imposed tariff...kalau ...

ada link? aku nak baca semua pandangan

fattymah

Boss iols dulu ulang alik china kat foxconn.. manada labor cost murah.. meal 6 kali seari.. serama pun disediakan.. tapi gomen china share labor cost tu sekali

cmf_jeangrey

plywood replied at 3-4-2025 10:32 PM
ada link? aku nak baca semua pandangan

I baca NST online kt FB..x jumpa pulak link tp ni screenshot dia





The justification for different reciprocal tariff rates imposed by the U.S. on various countries is based on several key factors:


1. Existing Tariffs Charged on U.S. Exports

The U.S. government argues that many countries impose higher tariffs on American goods than what the U.S. imposes on their exports.

Example: Vietnam charges 90% tariffs on U.S. goods, so the U.S. has imposed a 46% tariff in response.


2. Trade Imbalances & Deficits

Countries with a large trade surplus with the U.S. face higher tariffs because they sell significantly more to the U.S. than they buy.

Example: China, which has a massive trade surplus with the U.S., faces a 34% tariff to counterbalance this.


3. Currency Manipulation

Some nations are accused of devaluing their currencies to make exports cheaper and imports more expensive.

Example: Switzerland (61%) and Taiwan (64%) have been flagged in previous U.S. trade reports for currency manipulation.

The U.S. imposes tariffs to neutralize unfair currency advantages.


4. Protectionist Policies & Trade Barriers

Countries with high import restrictions, quotas, and subsidies get higher tariffs to level the playing field.

Example: India (52%) has historically high tariffs on American agricultural and technology products.


5. Political & Strategic Considerations

U.S. allies and trade partners with existing free trade agreements (FTAs) or strong diplomatic ties often receive lower tariffs.

Example: United Kingdom & Australia (10%) have trade deals with the U.S. and are not seen as trade threats.


6. Economic & Market Size Impact

The U.S. government may set different tariffs based on the size and impact of imports from each country.

Example: Sri Lanka (88%) and Cambodia (97%) are emerging economies with significant textile exports to the U.S., so tariffs aim to protect American.

cm_vungtau

nusaraya replied at 3-4-2025 03:19 PM
Sudahlah Pak Cik .. X perlu jauh-jauh bicara tentang "Unfair Trade" atau "Trade War" akibat kebijak ...

Ko ni mesti Indon yang kawin dengan India kan?

Dwdrum

pengecattaik replied at 3-4-2025 07:11 AM
setakat ni je lah ko punya modal....maklumlah Kuan Yong nurse tukang cuci berak kat US dulu kan? :l ...

Aku harap @DARSITA saman ko or cari forum @ipes2

Ko in jerk

Kak-Rohana

Dwdrum replied at 4-4-2025 01:09 AM
Aku harap @DARSITA saman ko or cari forum @ipes2

Ko in jerk

Ko ni asyik membuli je kerja ko cheebai! Buat la benang sendiri… dasar berak guna tisu.. Koh koh koh!

Dwdrum

Kak-Rohana replied at 3-4-2025 09:20 AM
Ko ni asyik membuli je kerja ko cheebai! Buat la benang sendiri… dasar berak guna tisu.. Koh koh  ...

Sebab aku tahu real nick ko.... Why not forum tengok ropa ko... Fosore aku bukan darsita...

Aku bully ko?.... Pergi ngadu kepada pleaser circle ko....

Kak-Rohana

Dwdrum replied at 4-4-2025 01:25 AM
Sebab aku tahu real nick ko.... Why not forum tengok ropa ko... Fosore aku bukan darsita...

Kuen Yong …tukang cuci berak di usa rahsia sudah pecah ke? @slavehunter psttttt

Dwdrum

Kak-Rohana replied at 3-4-2025 09:30 AM
Kuen Yong …tukang cuci berak di usa rahsia sudah pecah ke? @slavehunter psttttt

Sesuai la gang dengan slavehunter... Gang taik erkkkk

Tinot7

terma2nkondisi2 replied at 3-4-2025 10:01 PM
basically zero

kecuali pada sesetengah barangan dan tertakluk pada perkara2 tertentu (dlm bentuk ...

Technically yg kenakan 20% tariff kpd US pun akan kena baseline tariff, kecuali geng baik mcm UK?

US harapkan brg2 import berkurangan dan org US beli brg deme sendiri? Tapi major items mcm semiconductor deme tak verani lagi bg tariff sbb deme perlukan brg tu?

Bagaimana kalau dunia kurang bergantung kpd brg US, manakala org US masih bergantung kpd brg import? Plan teram ni akan backfire..

DARSITA

Dwdrum replied at 3-4-2025 09:09 AM
Aku harap @DARSITA saman ko or cari forum @ipes2

Ko in jerk

Just ignore that sex maniac guy. Dia jenis lelaki Melayu yang dengki dgn bangsa yang maju.

terma2nkondisi2

Tinot7 replied at 4-4-2025 02:18 AM
Technically yg kenakan 20% tariff kpd US pun akan kena baseline tariff, kecuali geng baik mcm UK?
...

so pendek kata.. trump admin punya tariff ada

1) baseline tariff pada hampir semua brg2 yg masuk ke u.s.

2) reciprocal tariff pada negara2 yg trade surplus yg besar terhadap u.s. atas sbb negara tu dah kenakan tarif pada brg2 dari u.s.

3) tarif pada kadar tertentu bergantung kepada industri tertentu, sektor tertentu, trade agreement tertentu, dll

"US harapkan brg2 import berkurangan dan org US beli brg deme sendiri?" - ni mmg salah satu sbbnya.. nak tlg local manufacturer serta employment utk rakyat sendiri

"Tapi major items mcm semiconductor deme tak verani lagi bg tariff sbb deme perlukan brg tu?" - kalau tak silap saya, supply chain utk brg2 semicon lebih kompleks yg mana u.s. tak boleh nak eliminate suppliers dari luar

"Bagaimana kalau dunia kurang bergantung kpd brg US, manakala org US masih bergantung kpd brg import? Plan teram ni akan backfire.." - trump admin berpendapat plan ni secara relatifnya lebih menguntungkan dan memberi kelebihan pada u.s. berbanding negara2 lain, bukan utk tempoh pendek, sebaliknya utk tempoh lama

apa yg diorg nak buat ni bukan pada skop ekonomi je, sebaliknya seiringan dgn polisi2 yg lain juga

mungkin diorg sukses, mungkin juga diorg boleh menuju kehancuran.. kalau diorg hancur, tu lantak diorg la

ekonomi bagi sesuatu negara tu boleh diacu dan dipacu mengikut kreativiti admin negara tu.. bila2 masa saja u.s. boleh improvise ikut status semasa

yg penting gomen kita perlu bergandingan baik dgn pemain2 industri malaysia utk berhadapan tarif2 dari trump ni

u.s. baru je jadi export market terbesar buat malaysia, potong china - bernama

so kalau brg2 dari malaysia ke u.s. masih tetap laku lepas ni, mungkin sbb kualiti terlampau bagus atau sbgnya, ok la kan.. tapi kalau impak tarif tu kuat dan demand terhadap brg2 dari malaysia menurun dgn banyak, bisnes2 tu terpaksa cari negara2 lain sbg destinasi eksport utk ganti market u.s. yg hilang tu

Tinot7

terma2nkondisi2 replied at 4-4-2025 08:19 AM
so pendek kata.. trump admin punya tariff ada

1) baseline tariff pada hampir semua brg2 yg masuk ...

Kalau brg china kat US takde sapa nak beli, negara2 yg tariff lagi rendah voley fill in the void..



Tengkiu bg explanation.. iols kurang arif bab2 ni..

nusaraya

cmf_almondpecan replied at 3-4-2025 02:38 PM
Syarikat2 yang beroperasi kat sini dan jual barang ke US mungkin tutup kedai dan pekerja tempatan  ...

Apakah ekspor MalayDesh saat kini sangar tergantung kepada pasar US ?   JIka YA... maka  dampak kenaikan tariff bea masuk Trump akan berdampak negatif kepada negara anda selain tentu saja negara-negara macam Vietnam, Thailand, Kamboja, Singapore etc juga akan mengalami nasib yang sama ...

Sekarang ...mampukah anda melakukan diversifikasi dengan membuka pasar ekspor baru atas produk anda  yang sayangnya majority adalah hasil realokasi kilang-kilang dari negara lain ke MalayDesh (sama dengan yang terjadi di Thailand, Vietnam etc etc) yang sangat rentan "Kabur atau Pindah" ke negara lain yang memiliki pasar domestik yang lebih besar macam Indonesia dan India  ..

Nah .. jika andamampu melakukan "Mitigasi" itu + menghilangkan politik perkauman maka peluang MalayDesh untuk "Survive dan SElamat"  akan semakin besar... Ingat saat ini... Majority sektor bisnis/ekonomi dimiliki dan dikuasai oleh bangsa bukan melayu (+ warga asing) yang tampaknya semakin lama semakin membesar dan berpengaruh di negara anda ...Dan tentu saja jika PMX  X melakukan reformasi yang betul-betul significant .. maka mungkin krisis yang ditimbulkan akan memicu atau mempercepat proses lepasnya Sabah dan Sarawak dari negara anda ... dan PMX anda mungkin akan dikenang sebagai "Gorbachev-nya MalayDesh:.....

Tinot7

Full deets

slavehunter

Kak-Rohana replied at 4-4-2025 01:30 AM
Kuen Yong …tukang cuci berak di usa rahsia sudah pecah ke? @slavehunter psttttt

Atheist tu katanye rumah kat Silicon valley, create job untuk rakyat US, tapi bila ngandung kena balik Malaysia anak anak kena la duduk kat ceruk kampung Kedah duduk dgn atok nenek, tapi katanye ada passport US apsal tak beranak je kat US kan? Doesnt make sense at all. Sekejab kerja nurse sekejab kawan satu Uni dengan Elon musk, sekejab kawan scientist, tapi setiap pelusuk restaurant kat Malaysia dia tahu dari aku yang memang asal duduk Malaysia ni?. Kata duk US tapi setiap waktu working hours Malaysia dia ada je berforum  pagi buta, tengahari buta.

slavehunter

Dwdrum replied at 4-4-2025 01:32 AM
Sesuai la gang dengan slavehunter... Gang taik erkkkk

Jangan jelous takde sapa nak gang dengan atheist 3rd class citizen berstatus immi or "people of color" no matter how good they portray.

plywood

How Will President Trump’s Tariffs Affect the Value of the Dollar?

April 2, 2025  7 min read  By: Alan Cole

President Trump has announced that new tariffs will go into effect on April 2, following several weeks of threats. These new tariffs are likely to be broader in scope than the limited ones implemented thus far. So who is likely to pay for them? A good first step is to divvy up the incidence of the tariffs between foreign producers and domestic consumers, much as economists would do for most taxes. But taxes on trade have some special implications that aren’t present for domestic taxes: namely, they can have an impact on the relative value of currencies, making the question of incidence more complicated.

Some Trump administration officials have taken note of this effect. Council of Economic Advisors Chair Stephen Miran discusses it considerably in a November 2024 policy paper. The topic also came up in the confirmation hearing of Treasury Secretary Scott Bessent.

A country that implements tariffs can indeed sometimes expect the value of its currency to increase. An IMF study of 151 countries between 1963 and 2014 showed that tariff increases resulted in real exchange rate appreciation, but only mild impacts on trade balance.

This empirical result is what economic theory would predict, on average. But it is only sometimes true, not always. Here we will discuss why currency appreciation might matter, and what conditions might lead President Trump’s tariffs to cause currency appreciation.

The bottom line: while currency appreciation is a common impact of tariffs, the volatile nature of the regime might dampen the currency effect of tariffs, and other effects (such as the US becoming a less attractive place to invest) may dominate instead.


What are the stakes of currency appreciation?

Currency appreciation is neither a good thing nor a bad thing per se; it is beneficial to imports and detrimental to exports. For example, consider what happens to an import when the US dollar appreciates: it’s produced in foreign countries with weaker currencies, and consumed in the US with the strong currency. That effectively makes costs low, prices high, and profit easy to come by. Exports find the reverse: producing in the US means that costs are in the strong dollar, and exporting outside the US means that customers have only weak foreign currencies to offer.

The currency effect of a tariff (which helps imports somewhat) works against the more direct incidence of the tariff (which falls on imports.) All in all, the currency effect partially mitigates the tariff’s incidence on the importers. However, the incidence doesn’t disappear: instead, some of it is reallocated to exporters.

The currency effect also explains why tariffs are ineffective at changing trade balances: while the direct incidence of the tax
would seem to encourage trade surpluses, currency appreciation encourages the reverse, and the effects can roughly offset. This would explain the limited trade balance reaction found in the IMF data.


Why might a tariff cause a currency to appreciate?

Economic theory posits that a US tariff causes the dollar to appreciate, or makes it harder on net and in the long run for foreigners to acquire dollars. Before discussing caveats, it’s first important to understand the mechanism.

Foreign exchange is usually an afterthought to the people buying and selling goods or services. The global banking system typically handles it ably and swiftly. But import and export activities each have a permanent impact on the foreign exchange market. US imports effectively permanently “convert” foreign currencies into dollars by generating expenses in foreign currency and revenues in dollars. A Korean television maker is effectively a machine for creating surpluses of US dollars and shortages of Korean won by exporting TVs to the US. Overall, the business model earns dollars from the US customer, but loses won when it pays Korean workers to make the product. The trade requires an exchange of dollars for won on the open market to address the difference in currency. By contrast, a US aircraft manufacturer that sells aircraft to Korean airlines has the inverse problem: Korean purchasers have won, but US aircraft builders want their wages in dollars. This requires an exchange of won for dollars to address the currency difference.

The firms may not engage in currency exchange directly (instead, for example, delegating the task to their banks or to customers’ banks) but they need it for their business model to work.

The foreign exchange market has many other participants. There are bond traders, there are companies rebalancing their reserves in the different currencies they do business in, there are market makers, there are savers rebalancing their investment portfolios. These trades make up the vast majority of foreign exchange transactions. But these trades come in on both sides of the market and largely cancel out. By contrast, importers or exporters consistently generate need for currency exchange in the same direction, quarter after quarter.

If market participants simply gave up entirely on importing products to the United States, on the grounds that they did not want to pay for tariffs, roughly a trillion dollars’ worth of dollar supply would vanish from global markets every quarter.

Tariffs create an anticipated scarcity of dollars—or at least, greater difficulty acquiring dollars—in expectation of imports falling and fewer dollars being exchanged for foreign currency. As a result, the theory goes, the dollar appreciates relative to other currencies. A stronger dollar, in turn, gives people a greater incentive to keep imports flowing, even through the tariffs, and explains why tariffs might have a more muted effect on trade balances.


Why might this effect fail to materialize for President Trump’s tariffs?

Why might the currency appreciation effect fail to materialize, or materialize only weakly? There are many reasons. The explanation above presumes a relatively consistent and steady tariff rate, one that effectively forms a barrier around the whole country. In order to get more dollars, on net, foreigners have to send goods through to US purchasers who pay tariffs. The higher price of the dollar reflects the difficulty of acquiring it.

However, if the tariff regime is less constant across time, across goods, or across countries, dollars may be easier to acquire than the tariff rate suggests.

• Import activities can shift across time to periods where tariffs are lowered or suspended. Some Trump administration tariffs end up proposed and then quickly suspended as the President reaches a deal with a foreign country. These should not have the trade-related foreign exchange impact described above, because trade can simply wait for the barriers to be lifted.
  

   

• Import activities can shift to goods facing lower US tariffs. If some particular industries (for example, imported alcohol) face especially high tariffs, businesses trading in goods with lower tariff rates can pick up the slack.
  

   

• Import activities can route through countries facing lower US tariffs. The Trump administration has often indicated that some countries will face higher tariffs than others. In the event that Colombia, Brazil, and Indonesia face different tariff rates on coffee, for example, trade will tend to lean towards the country or countries with lower tariff rates.
  

The substitutions described above are often costly or inconvenient, but they can somewhat mitigate foreigners’ difficulty in acquiring dollars under a tariff regime, limiting dollar appreciation.

In addition to the ways imports might try to route around tariffs, there are some other factors to consider:

• Foreign retaliation can offset currency appreciation by creating an effect in the opposite direction. When foreign countries retaliate (for example, the EU is likely to revisit retaliation in April) they create an offsetting drag on US exports that mirrors the drag on US imports created by the tariffs. If the retaliation is roughly equal to US tariffs, then no change in foreign exchange rates should be expected.
  

   

• Turbulence in capital markets might outweigh trade effects in determining exchange rates. In addition to imports and exports, another force with a strong impact on foreign exchange rates is the balance of saving and investment. The US is an attractive place to invest, and generally attracts global savings on net; that is, foreigners invest in the US more than Americans invest in the rest of the world. If the US is deemed a less attractive place to invest, the dollar may depreciate as foreigners look to reduce their investment in US assets. If markets are very unconfident in the US as a location for investment—for example, because they worry about cascading tariffs hitting intermediate goods—the capital markets effect could dominate the trade effect.
  

All in all, the fast-changing and ad-hoc nature of Trump administration policy thus far substantially reduces the power of the exchange rate mechanism described here. If a steady and consistent tariff regime emerges, though, the dollar is more likely to appreciate, which in turn will spread more of the incidence of the tariff regime to US exporters.