New Vietnam trade deal means Apple will pay at least five times more in tariffs

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  • Reply 21 of 87
    Kuminga said:
    Kuminga said:
    Seems like stock market likes the deal for Apple 
    it does not. Apple's gains were pre-market open. Trump's announcement was at 12:44 eastern time.

    AAPL is down from pre-market gains.
    Look again 

    I'm not sure why people are using share price to prove a point when it is just mass gut reaction - are things better today (share price up) or worse (share price down. Share price really doesn't predict the future only peoples fears or hopes.

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  • Reply 22 of 87
    Kumingakuminga Posts: 68member
    Kuminga said:
    0 percent for US companies into Vietnam is incredible

    The fact Vietnam is wiling to agree to this show the ominous power of America 
    It shows that the demand for US imports is so negligible that it doesn't matter.
    No, these countries all had trade barriers on US goods

    Did you know that Australia does not allow US beef because they say it’s poisonous due to poor US ranchers techniques ? Are you dead from eating UA beef? I am not.

    Europe did same to American chickens .

    That is why US export numbers so low and what Trump trying to fix 
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  • Reply 23 of 87
    Mike Wuerthelemike wuerthele Posts: 7,273administrator
    Kuminga said:
    Kuminga said:
    Seems like stock market likes the deal for Apple 
    it does not. Apple's gains were pre-market open. Trump's announcement was at 12:44 eastern time.

    AAPL is down from pre-market gains.
    Look again 
    At 10AM, two hours pre-announcement, the stock was at $212.98. As of 3:24 PM, three hours after announcement, it is at 212.35. The 10AM spike was because Jefferies upgraded Apple to Hold from Underperform. It has nothing to do with this announcement which further screws Apple.

    At best, from the Jefferies upgrade to now, that is no gain. There was no spike at noon, nor is there one now.

    I get it, you're Trump-devout. But, take the L on this one, because the facts are clear on the stock price not moving because of the annoucement, and how much Apple will have to pay in tariffs.
    edited July 2
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  • Reply 24 of 87
    Kumingakuminga Posts: 68member
    Kuminga said:
    Kuminga said:
    Seems like stock market likes the deal for Apple 
    it does not. Apple's gains were pre-market open. Trump's announcement was at 12:44 eastern time.

    AAPL is down from pre-market gains.
    Look again 

    I'm not sure why people are using share price to prove a point when it is just mass gut reaction - are things better today (share price up) or worse (share price down. Share price really doesn't predict the future only peoples fears or hopes.

    Wrong

    wall street are about numbers . They already have about 100 scenarios gamed out before these numbers are out as well as projections into next 8 quarters for each scenario 

    the fact it’s up tell you that they feel general framework is favorable than the worse case scenario they feared 



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  • Reply 25 of 87
    Kumingakuminga Posts: 68member
    Also again,

    Just because Vietnam has 20 percent tariffs

    it doesn't mean that is the number that will pass onto consumers

    Amazon and Costco doesn’t have to buy from Vietnam at those tariffs , they can negotiate down the rate or tell them to absorb it or no more deal.

    in the case of Apple , Apple will now goto work on Vietnam and suppliers to lower their costs and minimize consumer impact.

    yes it will be tougher for Apple then retailers like Costco but they now have a baseline clarity from which to negotiate 
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  • Reply 26 of 87
    sphericspheric Posts: 2,806member
    Kuminga said:
    So Americans pay 20% to 40% more on all goods from Vietnam and people in Vietnam pay nothing. Good deal bro.
    Too much CNN bro…

    if a Pizza place suddenly wants to sell you a pizza  for $12 , raising it from $9, are you forced to buy that pizza for $12 or you look for another place that sells it for $9 still? 
    Well, Vietnam IS the $9 place Apple went to, after Tr*mp demanded a cut on everything bought from the old place that made it too expensive. 

    I suppose Apple can just find ANOTHER place, until the mafia steps in and demands a massive tax on that too, and then the next, and the next. 

    This is going to cost American consumers billions, and the only reprieve is sucking off the golden muppet in hopes that he’ll pass an exemption. 
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  • Reply 27 of 87
    capnbob said:
    I assume this only applies to those devices in the list sold in the US not those bought in the rest of the world. Given that the US is about 40% of Apple revenue (mostly iPhones and Mac’s), the impact of this on Apple will be meaningful but surely not very significant?
    The impact on US consumers will be precisely what they voted for?
    There has been discussion that Apple will dilute the impact to the US consumer by raising prices worldwide. So, I guess the answer to your question is "it remains to be seen."
    That would be a huge win for Trump. it means worldwide iPhone buyers will be contributing to the tariffs, which go to reducing our debt. I wonder if other companies will do this.
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  • Reply 28 of 87
    sphericspheric Posts: 2,806member
    Kuminga said:
    Also again,

    Just because Vietnam has 20 percent tariffs

    it doesn't mean that is the number that will pass onto consumers

    Amazon and Costco doesn’t have to buy from Vietnam at those tariffs , they can negotiate down the rate or tell them to absorb it or no more deal.

    Hahahahahahahahaha 😂 

    Just how naïve are you? “Then just negotiate better deals!”  Hahahaha! That’s rich. 

    Like making the best deals possible isn’t the whole basis of their financial structure, making them the most successful megacorps on Earth. 

    Nah, take it from the guy who bankrupted several casinos. Of course Vietnam will be paying your American import taxes. 

    Suuuuuuure. 

    Meanwhile, the “$800” Moog Messenger Synthesizer unveiled last year is now a $900 synthesizer — while it costs the equivalent of $800 in the rest of the world. 

    Funny how that works. 
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  • Reply 29 of 87
    sphericspheric Posts: 2,806member
    Kuminga said:
    Kuminga said:
    0 percent for US companies into Vietnam is incredible

    The fact Vietnam is wiling to agree to this show the ominous power of America 
    It shows that the demand for US imports is so negligible that it doesn't matter.
    No, these countries all had trade barriers on US goods

    Did you know that Australia does not allow US beef because they say it’s poisonous due to poor US ranchers techniques ? Are you dead from eating UA beef? I am not.

    Europe did same to American chickens . 
    Population health as it relates to the food industry is an argument you really, really don’t want to be making. 
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  • Reply 30 of 87
    Throughout this whole trade war debacle, it's pretty clear old Donnie boy knows nothing about economics, something he majored in college!

    Maybe Wharton should look into revoking his degree, because clearly he didn't learn a damn thing!
    There are plenty of reports that he didn’t do anything at Wharton. Daddy sent smart people to take tests in his place. 
    Just listen to him speak and you can tell this man doesn’t even have a high school education level. He is an idiot.
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  • Reply 31 of 87
    Wesley_Hilliardwesley_hilliard Posts: 645member, administrator, moderator, editor
    Kuminga said:
    Throughout this whole trade war debacle, it's pretty clear old Donnie boy knows nothing about economics, something he majored in college!

    Maybe Wharton should look into revoking his degree, because clearly he didn't learn a damn thing!
    This is an amazing deal from America. Please look again 
    How is Vietnam paying nothing for US goods and Americans paying more for goods from Vietnam a win? Americans are the losers here. We're paying more. How is that a deal?

    Kuminga said:
    Besides the headline rate numbers, The fact Vietnam was willing to open up their entire market with no trade barriers is a huge deal for US farmers . This is an amazing deal. You  are
    Right, different countries have different situations, but if this is framework . HOLY 💩🇺🇸🇺🇸🇺🇸🇺🇸
    Farmers export $120 billion worth of goods from the US. Vietnam imports a total of $3 billion ish in agriculture, and only a percent of that from the US. They promised to increase imports from the US in February, but it won't be the full $3 billion. This is a blip considering the rest of the world is reducing their reliance on US goods thanks to the Trump tariff policy.

    I see no victories in this trade policy or so-called "deal."
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  • Reply 32 of 87
    Kumingakuminga Posts: 68member
    spheric said:
    Kuminga said:
    Also again,

    Just because Vietnam has 20 percent tariffs

    it doesn't mean that is the number that will pass onto consumers

    Amazon and Costco doesn’t have to buy from Vietnam at those tariffs , they can negotiate down the rate or tell them to absorb it or no more deal.

    Hahahahahahahahaha 😂 

    Just how naïve are you? “Then just negotiate better deals!”  Hahahaha! That’s rich. 

    Like making the best deals possible isn’t the whole basis of their financial structure, making them the most successful megacorps on Earth. 

    Nah, take it from the guy who bankrupted several casinos. Of course Vietnam will be paying your American import taxes. 

    Suuuuuuure. 

    Meanwhile, the “$800” Moog Messenger Synthesizer unveiled last year is now a $900 synthesizer — while it costs the equivalent of $800 in the rest of the world. 

    Funny how that works. 
    Don’t take my word for it. How about the usually very critical Barons magazine? 

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  • Reply 33 of 87
    mknelsonmknelson Posts: 1,180member
    Can the Vietnamese population afford an imported American SUV? Farm products seem more likely if they can't get from a more regional partner already.

    Is Vietnam actually paying the tariffs or is it the American consume or importers? The latter are more typical.
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  • Reply 34 of 87
    bloggerblogbloggerblog Posts: 2,619member
    lol Vietnam will love to buy our SUVs

    traffic tips in ho chi Minh city
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  • Reply 35 of 87
    Wesley_Hilliardwesley_hilliard Posts: 645member, administrator, moderator, editor
    Kuminga said:
    Kuminga said:
    0 percent for US companies into Vietnam is incredible

    The fact Vietnam is wiling to agree to this show the ominous power of America 
    It shows that the demand for US imports is so negligible that it doesn't matter.
    No, these countries all had trade barriers on US goods

    Did you know that Australia does not allow US beef because they say it’s poisonous due to poor US ranchers techniques ? Are you dead from eating UA beef? I am not.

    Europe did same to American chickens .

    That is why US export numbers so low and what Trump trying to fix 
    We are the most obese country on earth. lmao
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  • Reply 36 of 87
    Kumingakuminga Posts: 68member
    Kuminga said:
    Throughout this whole trade war debacle, it's pretty clear old Donnie boy knows nothing about economics, something he majored in college!

    Maybe Wharton should look into revoking his degree, because clearly he didn't learn a damn thing!
    This is an amazing deal from America. Please look again 
    How is Vietnam paying nothing for US goods and Americans paying more for goods from Vietnam a win? Americans are the losers here. We're paying more. How is that a deal?

    Kuminga said:
    Besides the headline rate numbers, The fact Vietnam was willing to open up their entire market with no trade barriers is a huge deal for US farmers . This is an amazing deal. You  are
    Right, different countries have different situations, but if this is framework . HOLY 💩🇺🇸🇺🇸🇺🇸🇺🇸
    Farmers export $120 billion worth of goods from the US. Vietnam imports a total of $3 billion ish in agriculture, and only a percent of that from the US. They promised to increase imports from the US in February, but it won't be the full $3 billion. This is a blip considering the rest of the world is reducing their reliance on US goods thanks to the Trump tariff policy.

    I see no victories in this trade policy or so-called "deal."
    Let me try to explain, you have it backwards 

    The 0 percent is a tariff that would be paid by Vietnam/US companies selling into Vietnam , so with 0 tariff, 

    Say if us farmer wants to sell $100 of beef to Vietnam, it will be $100, but if there was a 20 percent tariff, that same beef will be $120 with tariff cost split between the two parties or paid by US farmers . So if domestic beef is $100, people in Vietnam will have to pay $120 for US beef. Why would they buy US beef?  That is assuming no trade barriers banning us beef like there was before this deal . Now U farmers have a more even playing field 

    as for other way , they need the US consumer market so 
    U companies can most likely make Vietnam companies who wants to sell into the USA pay most of the tariff in order to access US markets 
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  • Reply 37 of 87
    Kumingakuminga Posts: 68member
    lol Vietnam will love to buy our SUVs

    traffic tips in ho chi Minh city
    mknelson said:
    Can the Vietnamese population afford an imported American SUV? Farm products seem more likely if they can't get from a more regional partner already.

    Is Vietnam actually paying the tariffs or is it the American consume or importers? The latter are more typical.
    No before with tariffs but with 0 tariffs, much more likely 
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  • Reply 38 of 87
    sphericspheric Posts: 2,806member
    I was wondering what the hell made this happen… 

    I've found the reason: 

    https://www.nbcnews.com/news/amp/rcna208169

    Of course, somebody is building a 1.5 billion dollar golf course…in Vietnam. 

    Jesus Christ. 
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  • Reply 39 of 87
    Wesley_Hilliardwesley_hilliard Posts: 645member, administrator, moderator, editor
    Kuminga said:
    Kuminga said:
    Throughout this whole trade war debacle, it's pretty clear old Donnie boy knows nothing about economics, something he majored in college!

    Maybe Wharton should look into revoking his degree, because clearly he didn't learn a damn thing!
    This is an amazing deal from America. Please look again 
    How is Vietnam paying nothing for US goods and Americans paying more for goods from Vietnam a win? Americans are the losers here. We're paying more. How is that a deal?

    Kuminga said:
    Besides the headline rate numbers, The fact Vietnam was willing to open up their entire market with no trade barriers is a huge deal for US farmers . This is an amazing deal. You  are
    Right, different countries have different situations, but if this is framework . HOLY 💩🇺🇸🇺🇸🇺🇸🇺🇸
    Farmers export $120 billion worth of goods from the US. Vietnam imports a total of $3 billion ish in agriculture, and only a percent of that from the US. They promised to increase imports from the US in February, but it won't be the full $3 billion. This is a blip considering the rest of the world is reducing their reliance on US goods thanks to the Trump tariff policy.

    I see no victories in this trade policy or so-called "deal."
    Let me try to explain, you have it backwards 

    The 0 percent is a tariff that would be paid by Vietnam/US companies selling into Vietnam , so with 0 tariff, 

    Say if us farmer wants to sell $100 of beef to Vietnam, it will be $100, but if there was a 20 percent tariff, that same beef will be $120 with tariff cost split between the two parties or paid by US farmers . So if domestic beef is $100, people in Vietnam will have to pay $120 for US beef. Why would they buy US beef?  That is assuming no trade barriers banning us beef like there was before this deal . Now U farmers have a more even playing field 

    as for other way , they need the US consumer market so 
    U companies can most likely make Vietnam companies who wants to sell into the USA pay most of the tariff in order to access US markets 
    You just contradicted yourself in your own argument lmao
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  • Reply 40 of 87
    nubusnubus Posts: 925member
    mknelson said:
    Can the Vietnamese population afford an imported American SUV? Farm products seem more likely if they can't get from a more regional partner already.
    The main export is likely from Boeing due to a deal made in 2023 when Biden did a visit to Vietnam. As for farm products Americans are literally exporting peanuts.

    Let us keep our fingers crossed for our heroes in Cupertino. Using the margin of Apple as fodder for the Big Beautiful Bill makes it somewhat less beautiful.
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