I was wrong about Trump's tariff masterplan

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Advertising sponsor: Get access to global coverage at an exclusive 20% discount at https://economist.com/moneymacro Further reading mentioned in the video: China hawks are losing influence in Trumpworld, despite the trade war: https://www.economist.com/china/2025/04/15/china-hawks-are-losing-influence-in-trumpworld-despite-the-trade-war How the bond market panic was not all about Trump: https://www.economist.com/by-invitation/2025/04/11/the-bond-markets-problems-arent-all-to-do-with-donald-trump-write-anil-kashyap-and-jeremy-stein If you appreciate the research, consider buying me a 'coffee' at https://ko-fi.com/moneymacro or supporting long-term for membership benefits via Patreon: https://www.patreon.com/moneymacro WANT AN IN-DEPTH INDUSTRIAL POLICY MASTERCLASS? △ https://school.moneymacro.net/p/industrial-policy-masterclass LIKE CHATTING ECON WITH ME? △ Follow me on Twitter: https://twitter.com/joerischasfoort △ Follow me on LinkedIn: https://www.linkedin.com/in/joeri-schasfoort/ △ I have a private Discord server for Senior and Chief economist Patrons / members. SOURCES: I've linked my sources in the blog that goes along with this video. Links are in the text. https://www.moneymacro.rocks/2025-04-25-Trump-plan-update/ Timestamps: 00:00 Intro 01:47 Which part of my previous analysis was right + wrong? 07:35 The MAGA masterplanS 12:25 Conclusion 14:16 Sponsor Attribution: Music by Epidemic Sound: http://nebula.tv/epidemic Thank you to AP Archive for access to their archival footage. Stock footage and others clips by Getty Narrated and produced by Dr. Joeri Schasfoort