Economics Thread

thethe said:
Without any visibility to the cost reduction at the source, which I promise you with a good procurement department there would be, we are losing part of the equation here. But, if the business didn't de-risk themselves and only had the one supplier then they are victims of their own poor planning.

Also, 'finance big wig' is a nebulous term as finance is large at orgs. Unless he is the CFO or head of FP&A I'd have to label his opinion as mostly speculative, especially without any contacts in procurement to understand the full cycle.
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He reports to CFO, and oversees all pricing strategy

His annual KPIs are to hit net profit targets
 
Also the national security arguments go out the windows when you slap tariffs on bananas and coffee beans while sending our most valuable chips to China in exchange for soy beans.

The inconsistency of the strategy is a large part of the criticism
 
sturg33 said:
Also the national security arguments go out the windows when you slap tariffs on bananas and coffee beans while sending our most valuable chips to China in exchange for soy beans.

The inconsistency of the strategy is a large part of the criticism
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A shock to the system was the intended goal.

The result of which will lead to some banner economic years.
 
sturg33 said:
He reports to CFO, and oversees all pricing strategy

His annual KPIs are to hit net profit targets
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I struggle to understand why pricing strategy doesn't have good contacts within procurement but assuming he gets cost reports at the sku level he should have what he needs. I'd be interested in pre-tariff costs to see any supplier absorption.
 
thethe said:
A shock to the system was the intended goal.
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First it was about China. Then about onshoring jobs. Then about fentanyl coming from Canada. Then about balancing trade deficits. Then national defense. Then replacing the income tax with tariff revenue. Then, then, then…

Now the intended goal was just to “shock the system.”

Lmao
 
thethe said:
I struggle to understand why pricing strategy doesn't have good contacts within procurement but assuming he gets cost reports at the sku level he should have what he needs. I'd be interested in pre-tariff costs to see any supplier absorption.
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Maybe he does. Ill ask him. Im at the airport now
 
acesfull86 said:
First it was about China. Then about onshoring jobs. Then about fentanyl coming from Canada. Then about balancing trade deficits. Then national defense. Then replacing the income tax with tariff revenue. Then, then, then…

Now the intended goal was just to “shock the system.”

Lmao
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The shock to the system was the dependency on China - Can you imagine being this clueless?
 
acesfull86 said:
If that’s his goal, then no, I can’t imagine how Trump is that clueless.
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What happened to the regional allocation of Chinas exports?

What happened to the prices their suppliers sent that?

WHat happened to US exports?

What happened with Mexico and their stance towards China?

You are clueless if you don't think this was about facilitating a long term decoupling from China.
 
What about the onward push to controlling the western hemisphere. Its about kicking China out and you show yourself to be clueless to not see the big game happening.
 
acesfull86 said:
Remember that time Trump was watching the World Series and didn’t like a commercial so he raised tariffs on Canada 10% because it’s all about decoupling from China
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The excuses coming from you during the 26/27 banner economic years will be golden. How could such a buffoon with a terrible strategy turn the economy around? But hey, maybe you and your health care expert community will get 'lucky' and a bioweapon will be released before the benefits of the plans are realized.
 
acesfull86 said:
Remember all those times throughout history when countries were on the verge of greatness via tariffs before a bioweapon stopped them dead in their tracks …
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Yeah - The one time in the modern economy.

You won't get so lucky this time to preserve your luddite type economic views.
 
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