The Stable Genius Report

Stay informed on the latest Truth Social posts from Donald Trump (@realDonaldTrump) without the doomscrolling. Consider it a public service for your mental health. (Why?)

Buy Me A Coffee
Filtering by entity: United States of America | Clear Filter
Profile Picture View on Truth Social ↗ image
Summary:The United States government informs the Sultan of Malaysia of an impending 25% tariff on all Malaysian products imported into the U.S., effective August 1, 2025. This action is taken to correct persistent, unsustainable trade deficits caused by Malaysia's tariffs and trade barriers, which the U.S. considers a major threat to its economy and national security. The U.S. indicates that the 25% tariff is a starting point and warns against retaliatory tariff increases by Malaysia.
Sentiment:Vindicative
Key Claims:
  • The United States has a significant and persistent trade deficit with Malaysia.
  • This deficit is attributed to Malaysia's Tariff, Non Tariff, Policies, and Trade Barriers.
  • Starting August 1, 2025, the U.S. will impose a 25% tariff on all Malaysian products imported into the United States.
  • Goods transshipped to evade higher tariffs will be subject to those higher tariffs.
  • The 25% tariff is not sufficient to eliminate the existing trade deficit disparity.
  • There will be no tariff if Malaysia or companies within Malaysia build or manufacture products within the United States, with the U.S. promising quick approval processes.
  • Any decision by Malaysia to raise its tariffs will result in that increase being added to the 25% U.S. tariff.
  • The unsustainable trade deficits are a major threat to the U.S. Economy and National Security.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:5/10
Potential Global Cross-Asset Impact:7/10
Profile Picture View on Truth Social ↗ image
Summary:The United States communicates to Malaysia its intent to impose a 25% tariff on all Malaysian products imported into the U.S. starting August 1, 2025. This action is stated as necessary to address a significant and persistent trade deficit attributed to Malaysia's tariff and non-tariff policies, which the U.S. views as a major threat to its economy and national security. The U.S. also indicates that Malaysian companies can avoid these tariffs by manufacturing products within the United States, and warns that any new tariffs imposed by Malaysia will be added to the U.S.'s tariffs.
Sentiment:Directive
Key Claims:
  • The United States has a significant and persistent Trade Deficit with Malaysia.
  • Malaysia's Tariff and Non Tariff Policies and Trade Barriers are identified as the cause of this deficit.
  • The trade deficit is a "major threat" to the U.S. economy and national security.
  • Starting August 1, 2025, the U.S. will implement a 25% tariff on all Malaysian products imported into the United States.
  • Goods transshipped to evade higher tariffs will be subject to the higher tariff.
  • The 25% tariff is less than what is needed to eliminate the trade deficit.
  • There will be no U.S. tariff if Malaysian companies manufacture products within the United States.
  • Any new tariffs imposed by Malaysia will be added onto the 25% U.S. tariff.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:8/10
Profile Picture View on Truth Social ↗ image
Summary:The White House has informed Japan's Prime Minister that due to an unsustainable and persistent trade deficit caused by Japan's trade policies, the United States will impose a 25% tariff on all Japanese products entering the U.S. starting August 1, 2025. The letter states that this tariff can be avoided if Japanese companies establish manufacturing within the United States, and warns that any retaliatory tariffs from Japan will be matched by an additional increase to the U.S. tariff.
Sentiment:Directive
Key Claims:
  • The United States has a significant and persistent trade deficit with Japan.
  • Japan's tariffs, non-tariff policies, and trade barriers are causing this unsustainable trade deficit.
  • The trade deficit is a major threat to the U.S. Economy and National Security.
  • Effective August 1, 2025, the U.S. will charge a 25% tariff on all Japanese products.
  • Goods transshipped to evade tariffs will be subject to a higher tariff.
  • The 25% tariff is less than what is needed to eliminate the trade deficit disparity.
  • There will be no tariff if Japan or Japanese companies build or manufacture products within the United States.
  • The U.S. will facilitate approvals for manufacturing in a matter of weeks.
  • If Japan raises its own tariffs, that increase will be added to the U.S.'s 25% tariff.
Potential Market Impact (S&P 500):9/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:9/10
Profile Picture View on Truth Social ↗ video
Summary:A specified bill will establish the United States as the strongest nation globally in terms of border security, economic prosperity, and military power, thereby ensuring its continued global preeminence.
Sentiment:Campaigning
Key Claims:
  • The One Big Beautiful Bill will deliver the strongest border on Earth.
  • The One Big Beautiful Bill will deliver the strongest economy on Earth.
  • The One Big Beautiful Bill will deliver the strongest military on Earth.
  • The One Big Beautiful Bill will ensure the United States of America will remain the strongest country anywhere on this beautiful planet of ours.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
Profile Picture View on Truth Social ↗ text
Summary:The post announces the House Republicans' passage of the "ONE BIG BEAUTIFUL BILL ACT," emphasizing party unity and national prosperity. It invites members of Congress to a White House signing celebration for the bill, positioning it as the dawn of a new "Golden Age" for the United States, making its citizens "Richer, Safer, and Prouder."
Sentiment:Triumphant
Key Claims:
  • Republicans in the House of Representatives have passed the "ONE BIG BEAUTIFUL BILL ACT."
  • The Republican Party is united like never before.
  • The Country is "HOT."
  • A Signing Celebration will occur at the White House tomorrow at 4 P.M. EST.
  • All Congressmen/women and Senators are invited to the celebration.
  • The celebration marks the Nation’s Independence and the beginning of a new "Golden Age."
  • The people of the United States of America will become Richer, Safer, and Prouder than ever before.
  • Speaker of the House Mike Johnson, Senate Majority Leader John Thune, and Republican Members of Congress are thanked for delivering on promises.
  • Together, things previously unimagined possible are achievable.
  • They will continue working and winning.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:2/10
Profile Picture View on Truth Social ↗ text
Summary:A trade deal has been made with the Socialist Republic of Vietnam, brokered with General Secretary To Lam, establishing new tariff structures and market access.
Sentiment:Triumphant
Key Claims:
  • A trade deal has been made with Vietnam.
  • The trade deal was negotiated with General Secretary To Lam.
  • Vietnam will pay a 20% tariff on all goods sent into United States territory.
  • Vietnam will pay a 40% tariff on transshipping.
  • The United States will receive total access to Vietnam's markets for trade.
  • United States products will be sold into Vietnam at zero tariff.
  • SUVs and Large Engine Vehicles from the United States are expected to be a wonderful addition to Vietnam's product lines.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:4/10
Profile Picture View on Truth Social ↗ text
Summary:The post asserts that Japan, despite an alleged massive rice shortage, refuses to accept U.S. rice, which is presented as an example of countries becoming 'spoiled' in their trade relationship with the United States. It indicates a diplomatic response will be sent to Japan, while affirming a desire for a continued long-term trading partnership.
Sentiment:Assertive Trade Stance
Key Claims:
  • Countries have become spoiled with respect to the United States of America.
  • Japan has a massive rice shortage.
  • Japan refuses to take U.S. rice.
  • The U.S. will send Japan a letter in response to this issue.
  • The U.S. desires to maintain Japan as a trading partner for many years.
Potential Market Impact (S&P 500):2/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:1/10
Profile Picture View on Truth Social ↗ image
Summary:Donald Trump criticizes Federal Reserve Chair Jerome Powell and the Federal Reserve Board for maintaining high interest rates, asserting that their actions have cost the United States trillions of dollars and advocating for a significant reduction of rates to 1% or lower, which the post claims would save the country from financial losses and would not incur inflation.
Sentiment:Critical
Key Claims:
  • Jerome Powell and the Federal Reserve Board have failed in their job and should be ashamed.
  • Their policies are costing the United States trillions of dollars in interest costs.
  • The Federal Reserve's job is easy and prestigious, yet they have failed.
  • The Federal Reserve Board is equally to blame for passively watching.
  • The United States should have an interest rate of 1% or better.
  • The current US interest rate of 4.50% is too high compared to many other countries.
  • Lowering the rate would save hundreds of billions of dollars.
  • Lowering the interest rate would not cause inflation.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:8/10
Profile Picture View on Truth Social ↗ text
Summary:The author plans to meet with individuals interested in running against Senator Thom Tillis in the Primary election, with the objective of identifying a candidate suitable to represent the people of North Carolina and the United States.
Sentiment:Influential
Key Claims:
  • Numerous individuals are interested in challenging Senator Thom Tillis in the Primary.
  • The author intends to meet with these individuals in the coming weeks.
  • The purpose of these meetings is to identify a candidate who will properly represent the people of North Carolina and the United States.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Profile Picture View on Truth Social ↗ text
Summary:Canada has announced a Digital Services Tax on American Technology Companies, which the post describes as a direct attack and a copying of the European Union's actions. As a consequence of this tax, all trade discussions with Canada are terminated immediately, and the United States will inform Canada within seven days of the new tariffs they will be required to pay for business with the United States.
Sentiment:Retaliatory
Key Claims:
  • Canada is a very difficult country to trade with.
  • Canada has charged American farmers 400% tariffs on dairy products for years.
  • Canada announced a Digital Services Tax on American Technology Companies.
  • The Digital Services Tax is a direct and blatant attack on the United States.
  • Canada is copying the European Union, which has implemented a similar tax and is in discussions with the United States.
  • All trade discussions with Canada are terminated immediately due to this egregious tax.
  • The United States will inform Canada of the tariffs they will pay to do business with the United States within the next seven-day period.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:7/10
Potential Global Cross-Asset Impact:7/10