Oxford Economics is forecasting strong growth in goods traded by mid year.
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    Default Oxford Economics is forecasting strong growth in goods traded by mid year.

    This might bode well generally for manufacturing as this year is filled out:

    https://twitter.com/OxfordEconomics/...465525248?s=20

    I turned to the markets with this to see what sectors might be a buy in.
    I am finding shippers showing signs of lows in and reversals printing.

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    I am seeing signs at my work place of growth and even in my area people seem to be shopping more. I am also seeing the help wanted signs slowly popping up again. I just hope we continue to go forward with dealing with covid and our politics.

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    In my industry the market has shifted somewhat but has remained strong in that reformed market.
    I am hearing from most that work is coming in and looks to continue to do so.

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    we are having a hard time getting product in from overseas. Some product I believe sits in customs because of Covid and the other problem we seem to have it finding workers that actually want to work. The marked seems so slim right now with getting good work.

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    As long as World trade is fair trade for the US and a positive for our lives then that will be great.

    This is a interesting FB site. International Manufacturing Technology Show - Home | Facebook

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    We're gonna borrow and print our way to prosperity.

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    Quote Originally Posted by SND View Post
    We're gonna borrow and print our way to prosperity.
    Isn't that what we've always done?

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    Likely we will put up all the Atlantic beach property up for collateral.

    Or all the Alaska oil ..nobody wants that dirty stuff anymore.

    I agree if we get past Covid the economy will get good for a time.

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    Inflation could come into play again. What I see is a desire to continue with trade with China without negotiation nor reasonable safeguards against the negative impacts. Protect our steel making capacity-why just buy from China.

    Surrender in so many ways seems back on the menu. Now efforts are made to negate every step taken to challenge Trade agreements with China. The usual history reset people have already begun.

    The bad moves will become glaringly evident as things stack up. Definitely a big move in exactly the wrong direction. Those who profit from the old arrangements now want to recoup lost profits and continue to frame America as uncompetitive actors. Incentives to off shore will return and grow.

    All the time our military is confronting aggressive growth of the Chinese military. Politicians by far and large seem willing to place our military in harms way in one stupid manner or another.

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    “ What I see is a desire to continue with trade with China without negotiation nor reasonable safeguards against the negative impacts”

    In balance you may wish to note that the current admin policies did little to mitigate those “negative impacts”.

    And one might add that refusal to participate in TPP may have insured their continuing and perhaps worsening.

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    I think the return to let China and India to make our everything will continue to lower the working class pay rate so much that we will swing to Communism and Socialism to get even with the rich people, those making $80K and better..
    Everybody being poor just to get even ..is really stupid.

    Dollar stores and re-sale stores are proof that this is the trend.

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    Quote Originally Posted by michiganbuck View Post
    I think the return to let China and India to make our everything will continue to lower the working class pay rate so much that we will swing to Communism and Socialism to get even with the rich people, those making $80K and better..
    Everybody being poor just to get even ..is really stupid.

    Dollar stores and re-sale stores are proof that this is the trend.
    The efforts of the Pres did more than minimal improvements . Many who complain now a days about improvements and trade deals most often have something to promote such as green energy massive taxation and investment.

    TPP mostly investors support us getting involved that I have noticed. No offense. Every president after looking at the details started running.

    Pacific rim investing has long ago made their money. Looking for the next wave the path is not that obvious and usually never is. Yet for the pacific rim it was obvious to everyone. Those days are past.

    I recall a Ozzy upset that the U.S. wanted to butt in and ruin their involvement in The TPP. I thought it silly because such willingness to get in was never strong as we would basically be bleeding money. I think such complainers were disappointed that America was not taking that bad option. Some things work as they should at least. Not many but some.

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    QT: [Pacific rim investing has long ago made their money. ] and retailers getting China prices and then selling just under the the USA price..
    The loss of USA workers tax money not being paid because of fewer jobs, people out of supporting our GDP, and the like not thought about.

    We Almost need to become Communism to silence people who are seeing how stupid our government acts.

    We need to get back on bathrooms for all the genders and such serious matters.

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    Quote Originally Posted by Trboatworks View Post

    In balance you may wish to note that the current admin policies did little to mitigate those “negative impacts”.
    Agree. Although you could also say that by simply importing less goods from China was good, which is what happened. To me, it doesn't matter a whole lot overall because we just made up for it with imports from Vietnam and other countries.

    Quote Originally Posted by Trboatworks View Post
    And one might add that refusal to participate in TPP may have insured their continuing and perhaps worsening.
    That might be true if the TPP actually excluded China. But it doesn't. You could have a product mostly or even maybe almost entirely in China, then shipped to a TPP signatory for some sort of processing, and voila, it's suddenly "of TPP origin", even though it isn't. The fact that it lowered barriers with those signatories even more than with China, you could even make the case that it would actually bolster China's merchandise exports to the US even more.

    I'm real glad we're not in the TPP. May not be doing great now, but I don't see how anyone thinks that wouldn't have made it worse.

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    Soon one might drive a Stella around the block.
    Fiat Chrysler and PSA will seal their long-awaited merger on Saturday to create Stellantis, the world's fourth-largest auto group with deep enough pockets to fund the shift to electric driving and take on bigger rivals Toyota and Volkswagen.

    I wonder what Oxford Economics thinks about this move.
    After long journey, Fiat Chrysler and PSA to seal merger to become Stellantis

    PSA Group:
    Global automotive manufacturer | Groupe PSA


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