First time poster. I’ve been looking to see if someone else has thought/discussed this.
I’ve been reading lately about how the tariffs will cause prices to increase. About how the USD is at a 3-year low. The American spending power will be impacted as their dollar is not going as far and prices will increase. There is also an anti-consumption momentum building in the U.S. as well. All these things will hurt the U.S. businesses and have probably been baked into the prices of the stock market.
Alternatively, the narrative is that other countries want to pivot and work with China. The stories typically say China will still be able to produce and sell to other counties, thus making them the “winner” of the tariff war.
I was wondering if the Chinese youth have been taken into consideration? There seems to be a depression amongst the Chinese Millennials and Gen Z. They do not want to work the “996” anymore. They prefer to “lay flat” and are starting a trend to call themselves “rat people.”
So, I’m left thinking that markets are down because USA caused a tariff war, but could it be that China will not “win” as they may have more business opportunities with other countries, but not the willing labor force? Has this been factored into the market already or is it just speculation?
Also, if this discussion is better served under a different subreddit group, let me know. I thought it would be good here, but could be wrong.