The positive scenario for tariffs would follow Japan's late 1980s and early 1990s model where Japan recognized it had to consume more and invested manufacturing capacity in the United States (Tennessee, South Carolina, Georgia, Indiana) to build cars for American consumers rather than running trade surpluses.
factualpending
Speaker
Michael GreenEvidence Quote
“the super positive aspect of it is similar to what transpired for Japan in the late 1980s early 1990s in which the Japanese acknowledge okay we have to actually consume more we can't continue to run these these trade surpluses in this manner we're going to have to invest in Tennessee we're going to have to invest in South Carolina and Georgia”
Source
Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green— Adam Taggart | Thoughtful Money®Created: 8/11/2026, 7:50:31 AM
My Notes
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