When will the US tariffs on China first drop to ≤50% again for a month?
86%
May 2025, or before
91%
June 2025, or before
92%
July 2025, or before
93%
August 2025, or before
94%
September 2025, or before
94%
October 2025, or before
94%
November 2025, or before
94%
December 2025, or before

When will US tariffs on China first go back to 50% or below again? I care because I get PCBs manufactured in China all the time, and right now it's very painful to place orders for my start-up.

Please read the answers carefully – I will resolve a contiguous range of them, with the later answers having higher prices. For example, if tariffs drop to 45% in August, and then stay there for a month, I'll resolve answers April, May, June, July as NO, and August through December as YES. (There is no "none of the above" answer, because that would just be the same as betting NO on the last answer.)

I intend to evaluate this sort of subjectively, with the rough standard being "the normal tariff that gets paid to the US to get something (say, PCBs, CNC machining, injection molding) manufactured in China is at most 50% for about a solid month or so". I think a weird landscape of bizarre carve-outs is pretty plausible, and in such cases I intend to evaluate things relatively subjectively, per my discretion of the costs to a US start-up to get real goods manufactured in China.

I am subsidizing this market because it is actually relevant to my business decision making, but I won't bet in it.

  • Update 2025-05-16 (PST) (AI summary of creator comment): Regarding de minimis exemptions:

    • An exemption primarily affecting consumer goods will generally not count towards resolution if the general tariff rate (e.g., for industrial goods relevant to a start-up) remains above 50%.

    • This position could be reconsidered, at the creator's discretion, if the de minimis exemption is dramatically expanded (e.g., limit significantly raised or scope broadened).

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@PeterSchmidtNielsen judging by the commercial/industrial tone in the description (supply of real goods for a start-up), I'd assume the de minimis tariff (as of today lowered to 54% after talks) is not applicable, would you confirm? Thanks.

@deagol Yes, if the general rate is above 50%, but there's some de minimis exemption that brings it below that for a lot of relevant consumer goods, I won't count that. (Unless (at my discretion) they dramatically raise the limit and open up the de minimis exemption, or something really unlikely.)

May 2025, or before
bought Ṁ91 May 2025, or before NO

@PeterSchmidtNielsen can you please confirm that the month when the tariffs first drop <50% and stay below for a month, the answer for that month still resolves NO? as in the example:

For example, if tariffs drop to 45% in August, and then stay there for a month, I'll resolve answers 1 through 4 as NO, and 5 through 9 as YES.

August is answer 4. edit: April was hidden.

sold Ṁ15 May 2025, or before NO

@PeterSchmidtNielsen ok I see that there was a resolved (thus hidden from view) April answer which would make August the 5th answer, so maybe that explains it. I'd recommend editing the example mentioning the specific months "answers 1 (April) through 4 (July) resolve NO" if that's how it works.

@deagol Yes, good idea, I didn't realize it would sort resolved answers to the bottom when I wrote that. I'll edit it as you suggest.

I'm not going to bet in my own market, but I will say, April still being at 22% seems crazy high! Assuredly the odds that tariffs drop back down in the next two days isn't that high.