Markets Panic While the U.S. Cashes In: Welcome to Independence Day!
KR Opinion
Trade Independence Day is here! In yesterday's report, I provided historical context for the ongoing rebalancing of international trade. Since this situation is fundamentally about mathematics, it should be non-polarized. Calculations indicate that, effective midnight Wednesday, the U.S. government will benefit by approximately $279 billion beyond its current configuration, bringing total tariff receipts to just over $500 billion.



