On “Liberation Day” (April 2, 2025) when President Trump announced tariffs were being imposed on all US trading partners, I thought that it was a sad day. Perspectives change. Now if the US Supreme Court rules that his imposition of these tariffs was illegal, I am not sure how we are going to get along without them. What is sad now is that we may not be able to maintain fiscal stability without tariff revenue. It is sort of like Farm aid ACHs…farmers say that we don’t want them, but we all check our accounts for the deposits as there are bills to be paid and bankers to be kept happy. It is the same with the US Treasury. I do not see this as being so much about trade deals as it is that we need the money. Levying tariffs does not require trade deals. The US fiscal trajectory is not sustainable. They are spending more than they are taking in, forced to sell Treasuries to a shrinking market or print money to make up the difference and no one has another solution to this without crashing the economy. We are now adding a $trillion to our debt…
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