Analysis: Trump's big coin will create an inflationary boomerang, and stimulus subsidies often lead to huge involuntary taxes

On November 10, KobeissiLetter published a detailed market analysis of the "Trump's $2,000 per capita tariff dividend", saying that President Trump has just announced a tariff dividend, which will receive at least $2,000 per American. It is expected that more than 85% of American adults will receive this payment, and the total payment will exceed 400 billion US dollars. At the same time, the US debt is approaching $40 trillion, and the economic impact of this large-scale stimulus payment is huge.
Who will this payment go to in the first place? The most recent stimulus payment is the $1400 stimulus check in March 2021. The full amount is paid only to: singles earning no more than $75,000 a year, families earning no more than $112,500 a year, and married people earning no more than $150,000 a year. Apply the same criteria to 2025: About 220 million U.S. adults currently meet these income criteria.
Just as stimulus checks in 2021 provided a huge boost to consumption, a one-off stimulus is often followed by a long period of high inflation. After the last round of stimulus measures, the US inflation rate was close to 10%. Stimulus payments only add fuel to the fire, and never before in the history of the United States has such a large stimulus package been launched with the stock market near record highs. Ultimately, stimulus payments almost always turn into huge involuntary taxes, and the American people end up paying several times the stimulus subsidies in the form of inflation.