I was wrong about Trump's tariff masterplan

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Further reading mentioned in the video:

China hawks are losing influence in Trumpworld, despite the trade war: https://www.economist.com/china/2025/04/15/china-hawks-are-losing-influence-in-trumpworld-despite-the-trade-war

How the bond market panic was not all about Trump: https://www.economist.com/by-invitation/2025/04/11/the-bond-markets-problems-arent-all-to-do-with-donald-trump-write-anil-kashyap-and-jeremy-stein

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SOURCES:

I've linked my sources in the blog that goes along with this video. Links are in the text.

https://www.moneymacro.rocks/2025-04-25-Trump-plan-update/

Timestamps:

00:00 Intro

01:47 Which part of my previous analysis was right + wrong?

07:35 The MAGA masterplanS

12:25 Conclusion

14:16 Sponsor

Attribution:

Music by Epidemic Sound: http://nebula.tv/epidemic

Thank you to AP Archive for access to their archival footage.

Stock footage and others clips by Getty

Narrated and produced by Dr. Joeri Schasfoort