Broke America’s Trade War

Broke America’s Trade War | KP Talks Dollars and Sense
📍 Live from Washington, DC during MBA’s Advocacy in Action Week

In this episode, Kevin Peranio unpacks the real reason behind America’s current trade war—and why tariffs may not be the villain or the hero. With 25% tariffs back on China and Mexico and a potential 90-day pause on the table, KP breaks down what this shift in trade policy really means for our economy, markets, and your wallet.

💥 Are we heading for a consumption-based tax economy? Why is the Fed holding off on cuts despite signs of a slowdown? And how exactly are hedge funds, inflation, and global manufacturing getting caught in the crossfire?

Also in this episode:

Why KP says “America is dead broke”

How Goldman Sachs sees recession risks rising

The truth about Vietnam, WTO trade loopholes, and Chinese goods

Why dislocation in bond markets matters to mortgage rates

Updates on the Trigger Lead Bill and Capitol Hill lobbying

📌 Key Moments: 00:00 – The tariff debate is back
02:10 – America’s debt-to-GDP crisis
04:45 – Personal lessons from a 90% income drop
06:14 – Shift from income tax to consumption tax?
09:30 – China, WTO, and $18 trillion moved overseas
11:25 – $300B from tariffs = less need to raise taxes
12:55 – Fed cuts are coming?
17:45 – Advocacy in action: MBA & BAC in DC
20:15 – Market dislocation & unwinding bond trades
23:00 – Retail sales, inflation, and manufacturing at a crossroads
24:40 – Oil, CPI, and disinflation trends

📢 Stay informed: https://linktr.ee/kptalksdollarsandsense 

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