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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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From: ajtj998/25/2025 11:12:41 PM
   of 97593
 
Here is a breakdown of the major categories constituting the $3.36 Trillion the US imported in 2024:

tradingeconomics.com

They need $400-billion per year to help cover the deficit from the reconciliation bill. That would mean about 50% tariffs on $800-billion of goods they could carve out from this list. It would be hard, but don't put it past this administration.

From the first two categories chosen, it appears durable goods are the first up to bat. This is likely because they are bought infrequently by the typical consumer and are often part of a larger purchase, like a house or apartment.

This strategy is probably formulated to keep Congressional action against tariffs as an unlikely probability in 2026.

With all this in mind, we may be able to divine the other targets that will come next. Think consumer durable goods. Autos are the biggie. Auto parts, tires may also be on deck.
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