Bloomberg: Nintendo Gains Time to Prep Switch 2 Debut With Tariff Pause

Hyet said:
I'd say things are looking much better now. Send Taiwan and Vietnam made consoles to the US and China made elsewhere and they should be good for the rest opf the calendar year. But we'll see what happens when they need to restock and the US administration is still clowning around.
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Or that the consoles be made in Mexico.

Xbox manufactured products in Mexico... Even video games, even in the SNES era, Zombies Ate My Neighbors, the cartridges were made in Mexico.
 
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Hyet said:
You keep posting one liners wasting the oportunity to enlighten the other posters with a deep knwoledge of economic and political literacy that's much more clued into the situation. So, whats your take?
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Practically the entire thread is one-liners.

Carry on talking about the 'orange man child.'
 
gunslikewhoa said:
Practically the entire thread is one-liners.

Carry on talking about the 'orange man child.'
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I'm honestly interested in your angle here, on how reducing tariffs wasn't somewhat a retraction of the decision of implementing them and how the US administration wasn't forced by the market and international actors to do that. But I understand your don't owe and explanation to anyone.
 
RoboFu said:
lol what? The tariffs have been a success with most countries renegotiating their own deals.

The only hold out is the worst. China.
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Married At First Sight Love GIF by Lifetime
 
Hyet said:
There's still a 10% tariff, I wonder if they'll eat that up. With all the drama around pricing they should totally do that but since they don't operate under normal logic I can see them going up to 480/520
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I think that there was a 10% tariff already for Vietnam, could be wrong. Still, i don't think they are going to change the price.
 
Hyet said:
There's still a 10% tariff, I wonder if they'll eat that up. With all the drama around pricing they should totally do that but since they don't operate under normal logic I can see them going up to 480/520
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Why should they? Drama wasnt caused by them. And then why should the rest of the world accept that Americans getting a discount
 
HeisenbergFX4 said:
Wonder how many of his friends made millions if not billions on the stock dip with the tariff threats only to "pause" them
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nasdaq-call-volume-spikes-minutes-before-the-90-day-tariff-v0-f3kzudblnwte1.png


Huge spike prior to the announcement, cue the news going "Peculiarly, there was a surge in minutes before Trumps announcement! "

Outspoken™️ (@out5p0ken.bsky.social)

“He made 2.5 million today and he made $900 million. That’s not bad.” Sounds like market manipulation to me. That’s bad.
bsky.app bsky.app
 
Japan and South Korea are going to be in the top two or three he deals with first. And with a 90 day pause, I think I'd be doing my level best to secure a launch unit.
Beavis And Butthead Comedy GIF by Paramount+
 
They should do a preemptive raise. In 90s days tariff are probably back on and they would be full swing on launch and shipping a lot of product.
 
Yeah and I told yall in the other thread it was a nothingburger.

Everyone that came in that thread and said "you sure about that" I see you. You were wrong and it didn't even take a few hours. I was sure about that as I told you then. Lucky it can't be bumped, for yall.
Think Tim Robinson GIF by NETFLIX

You're damn right.
 
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Hyet said:
I'm honestly interested in your angle here, on how reducing tariffs wasn't somewhat a retraction of the decision of implementing them and how the US administration wasn't forced by the market and international actors to do that. But I understand your don't owe and explanation to anyone.
Click to expand...

Not only did Trump campaign on tariffs, he's been talking about them for over forty years. He's not flying by the seat of his pants here. Go watch the old interviews. I can't take people seriously whose analysis of everything that Trump does begins from the perspective of him being an idiot or a madman, especially considering the number of times that those people have been proven to be completely wrong.

Trade deficits are a real issue. Wealth decreases with trade deficits and Increases with trade surpluses, especially for a nation of consumers. They need to be moved in our favor. We're going to negotiate many better deals now. I'm not sure how that's a negative. Our 'allies', whose feelings everyone seems to be so concerned about, have been taking advantage of us forever. We need to do something about bringing down VATs as well as those can be used by others to offset our tariffs.

The word reciprocal indicates that these tariffs are for leverage in negotiations rather than permanent, obviously. 90 days is leverage as well. Any pushback in negotiations risks getting your country pushed to the back of the line so that other deals can be made. I think the global 10% will remain to make it more expensive for China to get around it through other countries.

The main objective here was probably to isolate China. We were destined to lose to them. Is everyone really okay with that?

Their house of cards is wobbling. Bessent is doing to China what he did to the Bank of England and the pound with Soros Fund Management. The yuan has just fallen to it's lowest level in 18 years.

This past week, I've watched clips of Chuck, Nancy, Bernie, Clinton, Obama over the past 30+ years all singing the same tune in regard to tariffs, trade deficits, China. Without explanation, people claim that things are different now. The only thing that's changed is that things have gotten worse. Everybody has known that the path we've been on would eventually lead to a cliff. They used to talk about it on TV all the time. Gee, I wonder why they've stopped. They've all kicked the can down the road until now. There's risk in anything we do to course correct. There's more risk in continuing to do nothing.

$29 trillion in debt is held by the public. $9 trillion of that matures in the next 12 months. We will need to sell new bonds to pay off holders of the bonds that will mature. The avg rate across all of the national debt was 2.32% five years ago. It's 3.35% now, thanks to post-covid borrowing using mostly 3-5 years bonds. That's a huge increase across the entirety of the debt. What we are doing now will bring the interest rates down so that when we have to sell $9 trillion in new bonds, the interest rates on the new bonds will be lower than than the rates on the old bonds sold post-covid. Getting capital moving out of China and into the US brings the demand for US treasuries.

The stock market isn't the economy. Hell, Trump was elected in part because a lot of us didn't believe that the stock market properly reflected the state of the economy. The real reason for the panic over the markets is that everyone knows this to be true, whether they will admit it or not. Our prosperity is a giant bubble.

I don't know how all of this will shake out in the end. I hope it doesn't lead to WW3. So far, so good, though. I've wanted this to happen FOREVER. I don't get the doom and gloom beyond the fact that people would come out in favor of cancer if Trump were POTUS when we found the cure.
 
WhiteWaterM00se said:
I'm not buying one at launch, but Nintendo has a small window of time to get as many Switch 2 into America as possible.

I'm actually becoming more curious to see if Nintendo can pull this business situation off then I am about the games.

Kudos to Nintendo if they can make this happen in mass before The White House changes its mind again or July arrives.
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All they have to do is get them to American soil before the tariffs kick in.

Apple spent all of last week doing the same thing. They rented a crap ton of cargo airplanes and spent the week or so before the tariff's went into effect flying as many of their devices into the US as they could.
 
Sephiran said:
According to import data from Bloomberg, Nintendo had already shipped 1,1 million Switch 2 units to the US with February import data included. With March data we could see already around 2 million units shipped to the US. And with the 90 day pause on Vietnam tariffs, price should remain unchanged for all of the 2025 supply in the US.

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If you're getting a Switch 2 it'd be smart to get it sooner than later.
 
gunslikewhoa said:
Not only did Trump campaign on tariffs, he's been talking about them for over forty years. He's not flying by the seat of his pants here. Go watch the old interviews. I can't take people seriously whose analysis of everything that Trump does begins from the perspective of him being an idiot or a madman, especially considering the number of times that those people have been proven to be completely wrong.

Trade deficits are a real issue. Wealth decreases with trade deficits and Increases with trade surpluses, especially for a nation of consumers. They need to be moved in our favor. We're going to negotiate many better deals now. I'm not sure how that's a negative. Our 'allies', whose feelings everyone seems to be so concerned about, have been taking advantage of us forever. We need to do something about bringing down VATs as well as those can be used by others to offset our tariffs.

The word reciprocal indicates that these tariffs are for leverage in negotiations rather than permanent, obviously. 90 days is leverage as well. Any pushback in negotiations risks getting your country pushed to the back of the line so that other deals can be made. I think the global 10% will remain to make it more expensive for China to get around it through other countries.

The main objective here was probably to isolate China. We were destined to lose to them. Is everyone really okay with that?

Their house of cards is wobbling. Bessent is doing to China what he did to the Bank of England and the pound with Soros Fund Management. The yuan has just fallen to it's lowest level in 18 years.

This past week, I've watched clips of Chuck, Nancy, Bernie, Clinton, Obama over the past 30+ years all singing the same tune in regard to tariffs, trade deficits, China. Without explanation, people claim that things are different now. The only thing that's changed is that things have gotten worse. Everybody has known that the path we've been on would eventually lead to a cliff. They used to talk about it on TV all the time. Gee, I wonder why they've stopped. They've all kicked the can down the road until now. There's risk in anything we do to course correct. There's more risk in continuing to do nothing.

$29 trillion in debt is held by the public. $9 trillion of that matures in the next 12 months. We will need to sell new bonds to pay off holders of the bonds that will mature. The avg rate across all of the national debt was 2.32% five years ago. It's 3.35% now, thanks to post-covid borrowing using mostly 3-5 years bonds. That's a huge increase across the entirety of the debt. What we are doing now will bring the interest rates down so that when we have to sell $9 trillion in new bonds, the interest rates on the new bonds will be lower than than the rates on the old bonds sold post-covid. Getting capital moving out of China and into the US brings the demand for US treasuries.

The stock market isn't the economy. Hell, Trump was elected in part because a lot of us didn't believe that the stock market properly reflected the state of the economy. The real reason for the panic over the markets is that everyone knows this to be true, whether they will admit it or not. Our prosperity is a giant bubble.

I don't know how all of this will shake out in the end. I hope it doesn't lead to WW3. So far, so good, though. I've wanted this to happen FOREVER. I don't get the doom and gloom beyond the fact that people would come out in favor of cancer if Trump were POTUS when we found the cure.
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Thanks for taking time in answering.

I'm curious about your thoughts the US debt China owns, around 750 billion USD. Do you have any opinions on how the US should handle that?
 
Felessan said:
Chips don't matter - tariffs only applied to final product
And final might not even be assembly country as label switch (effectively changing country of origin) and re-export allow to avoid excessive one-on-one tariffs
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Tariffs apply to anything and everything inside. Otherwise you could ship all parts to say Argentina from China for a gadget and only pay 10% tariff.
 
HeisenbergFX4 said:
Wonder how many of his friends made millions if not billions on the stock dip with the tariff threats only to "pause" them
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I mean it's guaranteed that people made out like bandits. And no more enforcement.

Those who knew about the "formula" could have shorted the market, get out, and do options on market going up form Wednesday.
 
StereoVsn said:
Tariffs apply to anything and everything inside. Otherwise you could ship all parts to say Argentina from China for a gadget and only pay 10% tariff.
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I think that's exactly what you can do. Parts were being shipped from China and then assembled in Vietnam.
 
StereoVsn said:
The new tariffs take that into account and are based on content and counties of origin I believe.
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It's only one country though I think. If you make parts in 8 different countries you don't pay different rates for each part, you pay the rate for the country where the final product is put together.
 
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Lupin3 said:
Good thing I live in Sweden. Tariffs or no tariffs, we get fucked either way. So I don't have to waste time thinking about it.
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Same. Here in Scandinavia all this stuff costs a fortune anyway. Even with 0% tariffs, we're paying premium for all electronics. Yay!
 
Woopah said:
It's only one country though I think. If you make parts in 8 different countries you don't pay different rates for each part, you pay the rate for the country where the final product is put together.
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This is what Grok said about this. I think Stereo is correct here, but it also sounds like it depends™. Ymmv I guess.

The U.S. has indeed been focusing on countering strategies where Chinese manufacturers ship parts to countries like Vietnam for assembly, then label the goods as "Made in Vietnam" to bypass tariffs aimed at China. This practice, often called transshipment or rerouting, has been a concern for U.S. policymakers. To address this, the new tariff framework includes provisions to account for the country of origin of components, not just the final assembly location. For example, if a product contains significant Chinese-origin parts, even if assembled elsewhere, it could still face higher duties. There's also a rule that if at least 20% of a product's value is U.S.-origin, the tariffs apply only to the non-U.S. content, which incentivizes using American components and complicates reliance on Chinese parts.
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Mr president needs some good trade advisors. Everything will be expensive if they increase taxes on every imported items. Usa holds the key and could crash the whole market. There is no replacement for dollar. I hope they rethink about this.
 
I know this is one of those rare instances where geopolitics and video games collide, but this discussion is CRAY-CRAY.

Just give me my Switch 2.
 
Mr Reasonable said:
Trump will be looking for ways to climb down from the tariffs without losing face. He's found out that the world will not bow down to him, and it's been a bit of a surprise, as has finding out that he might destroy his own economy.
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Heaven forfend the sacred economy gets damaged. You know the one the US makes nothing and prints infinite money, and where no one under 40 can buy a house.
 
gunslikewhoa said:
The stock market isn't the economy.
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Stock market isn't, bond market is.
Stock market was crashing for days, completely ignored. It was meltdown in treasuries that forced Trump hand to pause tariffs.
And leaving only China doesn't really have much effect as there are a number of ways to circumvent it, Vietnam 46% tariff was for a reason

StereoVsn said:
Tariffs apply to anything and everything inside. Otherwise you could ship all parts to say Argentina from China for a gadget and only pay 10% tariff.
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Tariff apply on a product price, regardless what in it. Nobody disassembles product and charge components separately. There is even no possibility to certainly determine pice of components.
Tariff is basically import "sales" tax.

And yes, Argentina example is exactly how tariffs bypassed.
 
Buggy Loop said:
Who knows what will happen in next days or week or weeks

rollercoaster GIF
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Me, nothing will happen.

Remind me 1 month. Remind me 1 year.

Hopefully this thread stays open and I can bump it unlike the one where I predicted the tariff bullshit was a nothingburger and nothing would change.

Can I just say an explanation here. This is not meant to be political. Half the US hates Trump and will do anything to make him look bad. So the news you see out of the US spelling doom and gloom, that is going to be happening regardless of what Trump does. Second thing is a little surprising to me, that people outside of the US don't really know how he operates. In the US we've seen this game situation play out amongst dozens of different topics over the last decade. Each time, people get driven into a panic over it and each time, nothing has happened of relevance. Politics are not actually meant to change things, but rather be a method of control What you are seeing is the people who voted for trump, they are getting a show of force/power so they feel good and know that their vote changed things. However, time will pass and each cycle will swing back and forth making sure that all sides in the US have occasional satisfaction with their grand plans. These swings will get more wild and frightening for people outside the US because we have become very polarized and the more polarized we get the further the swing that will take place. Just remember that what you are seeing is our society's method of making each person believe they have a say in society and the day to day that we experience now will not even be remembered in 10 years. You will not remember this in 10 years. It just makes us feel relevant today and controls us keeping us peaceful and satisfied. We want to believe we have a purpose here but politically we are actually all just waves racing to the shore in an endless ocean of time, trying to believe that we are making progress along the way. Nothing will happen, and also don't believe the doomers. Read their unspecific dire predictions and then reread this and which one sounds true to you?

Or you can worry about "next Monday" or whatever, I'm sure it will be super important day for the whole century and everything we do matters greatly. /s Nothing's happening my bros, short of a meteor strike. Everything else is very short term. Think of how cringe old politics SNL skits about Reagan are.
 
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I'm not sure how some folks are taking in the news but Trump's tariff policy right now has been incredibly successful with darn near everyone renegotiating their terms. We'll see if it continues on that way but I'm optimistic.
 
tusharngf said:
Mr president needs some good trade advisors. Everything will be expensive if they increase taxes on every imported items. Usa holds the key and could crash the whole market. There is no replacement for dollar. I hope they rethink about this.
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He has some, he just doesn't listen
 
People act like Trump revising his strategy as he goes is idiotic. Funny. Is the sign of a genius someone who makes a plan and rides it off a cliff?

What you should be asking yourself is, at the end of this, is America better off today than it was before? We don't know yet, but it's looking like the answer will be yes.

Unfortunately, people won't be able to admit that, and will continue to shove their head in the sand of bipartisan politics and live their life in the echo chamber of social media.
 
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