Jim Cramer warns of the Exposure in China de Dell: The time to rescue?


We recently published a list of Jim Cramer reveals what is later after the rates and discussing these 10 stocks. In this article, let’s take a look where Dell Technologies (Nyse: Dell) is against other stocks that Jim Cramer discusses.

In his appearance on CNBC Squawk on the street on Thursday, the day after President Trump unveiled his rates to restore America’s commercial policies, Jim Cramer shared what the rates will follow. According to Cramer, rates are only the first part of the President’s economic strategy. Commented:

“I think below is the reduction of taxes we get because there will be a lot of income because, as David said they cannot move. No, look, when the mills return, they are made up of robots. That’s the case.”

As for consumers before the tariffs arrive, Cramer believes that “you buy an iPhone. Yes. And you buy a car”, as these products are likely to see that the strongest price increases once the rules go into the supply chains.

The CNBC host also commented on what could happen in the car industry, as the potentially rates increased prices and affect demand. According to Cramer:

“Well, Q2 depends on where we are in terms of abandonment. But the cars, you know, now you have to buy a car. I mean it’s a good time to buy a car. The prices for used cars will increase.”

He also shared his thoughts as to whether Deutsche was right about the launch of rates and calculations that presented a greater risk in decision -making in Trump’s administration, “ well, no, they don’t want you to do it, they want you to return here, because they only did it because wherever you go, it is bad, ” said Cramer.

As for whether the rates are a negotiation strategy used by the President to ensure favorable negotiation terms, Cramer does not believe it. “No negotiations. Just, that’s it … It’s not a negotiation,” he thinks.

According to Cramer, companies that moved the manufacture to Vietnam, said that companies that changed the supply chains were made wrong. “And I have to say,” this has turned out to be the people who thought that if we go to Vietnam we are sure. And it was only bad, “he said.

Cramer also commented if Chinese companies that put factories in Mexico could leave the fees. As he thinks new rules are quite airtight, this will not be the case: according to him:

“No, they are escaping right now. I don’t think they’ll get out of it. Mexican parts are a really big point of view for North -American companies and do not know the answer. Even higher people do not know the response to the Mexican parts. And how to play.”



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