[0cf8612b2e1e]

Tariff rates have changed how many times in the past six months? Businesses need certainty if they are going to make long term investments.

[fsckboy]

have you followed the news? it's been reported that after the period of changing tariffs, agreements have been reached for more US manufacturing, said agreements providing the certainty you are seeking.

[JumpCrisscross]

> agreements have been reached for more US manufacturing

Simple answer is we won't know for another year or two. These [1] are analogous to bookings. They could be bona fide. Or they could be DOGE figures. (We already know the project at the top of the list is being massively scaled back [2].)

Taking a step back, there is currently zero signal in FDI [3][4].

[1] https://www.whitehouse.gov/articles/2025/06/trump-effect-a-r...

[2] https://www.wsj.com/tech/ai/softbank-openai-a3dc57b4?st=7eCi...

[3] https://fred.stlouisfed.org/series/ROWFDIQ027S

[4] https://fred.stlouisfed.org/series/ROWFDNQ027S

[yongjik]

If you believe that any agreements with Trump provide certainty, I have a bridge to sell.

The rest of the world now knows that any promise made by the US government is not worth the paper it's signed on, and is planning accordingly.

[fsckboy]

the rest of the world is complaining bitterly. they would not be doing that if their solution was as simple and painless as you like to think

[ben_w]

They said "planning accordingly", not "will have an easy painless time"?

When my flight home from Stansted to Berlin was cancelled, and the replacement, and the airline's next free seat wasn't for another week, I definitely both planned accordingly *and* complained hard.