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| Toshio Matsuda, Samurai Lecturer, Commentator & Intl Economist Straight from the Shoulder Official Website : http://www.chokugen.com/e/ FAX: (81) 3 4333-0535 BackNumber is HERE! |
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(This issue is submitted to a Washington D.C., Seattle, and Zurich think-tank as the English edition of “Straight from Shoulder”.) "Straight from the shoulder " by Toshio Masuda-Samurai Lecturer
Above is on those facts and my imagination October, 2025 ( Free of charge to the people I met)
Don’t suffer from Trump’s tariffs!Since April 2, 2025 − “Trump’s Liberation Day” −you have been burdened by the tariffs imposed under his America First policy. As an exporter to the United States, you engaged in prolonged negotiations with President Trump in an attempt to reduce the tariff rate he demanded. After many days of costly discussions, you managed to secure a 15% rate, similar to Japan’s arrangement. However, such “negotiations” with Trump are not true negotiations. They are, in essence, notifications unilateral dictates. The only real objective in such discussions is to minimize the degree of surrender. Why Have You Surrendered to Trump’s Tariffs? Let us recall a golden economic principle: “The consumer is king.” Trump, in his role as the ultimate consumer, assumes that authority over you, the exporter. But should that justify submission? You may argue that excessive domestic supply compels you to export to the U.S. Trump, recognizing this necessity, uses it as leverage to force concessions. This is the “card” he plays against you. However, consider the structural differences between the U.S. and your domestic economy: ・The U.S. domestic demand consistently exceeds its domestic supply. ・Your domestic supply consistently exceeds your domestic demand. This imbalance is the foundation of Trump’s bargaining power −but it can also become your strength. Turn the Tables Imagine if all exporters affected by Trump’s tariffs united and declared collectively: “President Trump, we request the immediate removal of all tariffs imposed upon us. Should you refuse, we will suspend all exports to the United States for one month.” Without imports to cover its structural supply shortfall, the U.S. economy would face immediate disruption. You and your fellow exporters, though burdened with excess supply, could endure such a standoff far more easily than the United States could endure an import freeze. So, who truly holds the stronger position −Trump or you? All you must do is recognize that the real bargaining card lies in your hands, not his. Samurai MASUDA www.chokugen.com/e/ Any question to: tmasuda2010@live.jp |
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・You may ask for redistribution.
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Written by Toshio Masuda
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