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President Trump increased tariff threats via social media, this time targeting Apple. The Dow dropped .6% and Apple shares fell 3% following Trump's post stating phones sold in America should be made in America. The S&P and Nasdaq also declined.

We start in The US with the president Trump's trade war because today, it has a new target as of, nearly two hours ago now, midnight in Washington, 09:30AM in Delhi. Most Indian goods imported into The US face a 50% tariff. The US imposed a 25% import tax earlier this month because of what the administration sees as an unfair trading relationship between the two. Now it's doubled the rate as punishment for buying oil from Russia. To start with, last year, The United States was India's biggest trading partner with bilateral trade worth a $190,000,000,000. India sells a lot more to America than the other way

About 70% of the 85,000 H-1B visas issued annually go to Indian workers, reflecting a growing US-India trade relationship. While some argue that Indian workers possess unique skills, others contend that the primary reason for hiring them is cost savings. Companies prioritize cheaper labor, which leads to American workers being laid off. Critics argue that the imported workers often require retraining and lack the necessary understanding of critical roles, especially in high-stakes environments like healthcare. The dedication and expertise of existing IT teams are irreplaceable, as their work directly impacts lives, highlighting the importance of having qualified personnel who understand the urgency of their responsibilities.

Big changes are coming to the h one b visa that has swamped America with millions of low wage programmers. The administration now plans to return the program to its original purpose of bringing in top talent rather than running coding sweatshops that replace Americans. h one b was introduced in 1990 to bring top talent in engineering technology and medicine. The original salary cut off was $60,000, which in 1990 was about twice the salary of an entry level programmer. If adjusted for inflation, the minimum h one b today would be a 139,000. The initial cap was 65,000; it grew to 85,000, plus unlimited exemptions for universities, nonprofits, and government. It's 730,000 h one b's, about one in eight tech jobs. After years, h one b's can be converted into green cards; one estimate: 1.5 to 2,000,000 h one b's. That's roughly 3,000,000 people on the h one b gravy train, including roughly a million and a half tech workers, which is about one quarter of all tech jobs.

Well, considering the fact that America is responsible for re for roughly one fifth absorbing, one fifth of India's oil exports, the blow to Indian companies is going to be substantial. In total, India exports roughly $87,000,000,000 worth of merchandise to The US, and that number is expected to fall by about 30 to 40% in just a few months once these 50% tariffs take full effect, which was which is likely to be, in the next day or so. So what we are looking at is an impact on the businesses itself, which are currently concerned about their US, customers canceling orders already or their shipments being, shipments being sent to The US now attracting higher prices than they would have when they had left India.

The discussion centers on India’s position in 2025 amid a shifting international order and U.S. efforts to recalibrate a multipolar world. - The year 2025 is characterized as eventful for India, with the country under pressure to choose a path in a world where power is more distributed. The conversation opens with a framing of the U.S. adjusting to multipolarity, the return of Trump, and various global tensions, noting that India’s role has received relatively less attention. - Speaker 1 reflects that 2025 was not a good year for India. At the start of the year, India expected to remain a fulcrum of U.S. policy to contain China and to shuttle between powers, maintaining a growing trade relationship with China while navigating U.S. pressures. The Trump presidency disrupted this balance. India perceived U.S. interference in its domestic politics, including alleged U.S. fingerprints in color revolutions in Bangladesh and Nepal, and a perception that U.S. entities like the National Endowment for Democracy were involved. The 50% trade tariff on India by the U.S. shocked New Delhi, and Trump’s public and private statements criticizing India complicated the relationship. - The discussion notes India’s sensitivity to becoming overly dependent on the U.S. for strategic protection against China, given Modi’s emphasis on Indian sovereignty and self-reliance. Modi’s perceived humility toward Trump, followed by a cooling of the relationship after Trump’s tariff threats, created a crisis of confidence in the U.S.-India alignment. Modi’s personal interactions with Trump—such as a cordial birthday exchange followed by threats of 100% tariffs on India—were seen as signaling mixed signals from Washington. - India’s options in 2025 include: (1) retrenchment and continuing to seek a balancing act between the U.S., China, and Russia; (2) charting an independent course by strengthening ties within BRICS and the Global South; or (3) aligning more with the U.S. with the hope of future U.S. policy shifts. The economic reality complicates choices: while India’s exports did reasonably well despite tariffs and some FDI, opening Indian dairy and agriculture to the U.S. market would threaten farmers’ livelihoods, potentially destabilizing an electorate sensitive to domestic issues. - There is a broader point about Washington’s approach: demand loyalty from regions and countries while using tariffs and pressure to shape alignment, and Trump’s approach is described as a fear-and-intimidation strategy toward the Global South. - On the China-India axis, the speakers discuss how China’s rise and India’s size create a power disparity that makes simple dominance difficult for either side. India’s strategy involves leveraging BRICS and other forums (including the Shanghai Cooperation Organization, SCO) to expand multipolar governance and reduce dependence on a single power center. The interlocutors emphasize that BRICS operates by consensus and is not a vetoed UN-style body; thus, it offers a platform where major powers can cooperate without a single dominant voice. - The potential paths for India include growing within BRICS and the Global South, seeking mutual economic advantages, and developing a strategy that reduces vulnerability to U.S. coercion. One line of thought suggests using digital tools to help Indian small and medium-sized enterprises access global markets, and building coalitions using shared developmental and financial needs to negotiate better terms in global trade, similar to how an OPEC-like approach could coordinate commodity pricing for the Global South. - The conversation also touches on border and regional issues: a historical context where Russia resolved border tensions with China via settlements that altered the balance of power; the suggestion that India and China could adopt joint administrative arrangements for disputed border zones to reduce conflict risk and foster cooperation, though this requires careful handling to avoid loss of face for either side. - The role of China is described as patient and multipolar-friendly, seeking to buy more from India and to cultivate mutual trade, while recognizing India’s internal challenges, such as power reliability and structural issues like caste and crony capitalism, which affect India’s ability to produce and export higher-value goods. - The broader takeaway is a vision of a more integrated multipolar Eurasia, where India’s leadership within BRICS/SC0 and its ability to create innovative economic arrangements—such as “resource bourses” or shared supply chains—could alter the balance of power and reduce dependency on U.S. policy dynamics. There is an emphasis on avoiding a new Cold War by fostering dialogue and joint governance mechanisms that include China, India, Russia, Brazil, South Africa, and other Global South actors. - The speakers close with a cautious optimism: 2026 could be better if nations learn to push back against coercive power, redefine security around development and governance rather than force, and pursue multipolar institutions that preserve autonomy while enabling peaceful competition. The expectation is that seeds of hope exist within these analyses, even as the present year has been challenging.

Protecting American jobs was a key theme of Donald Trump's campaign, particularly targeting the H-1B visa program, which allows companies to hire skilled foreign workers. Many businesses misuse this program, replacing American workers with cheaper foreign labor. Robert Harrison, an IT engineer at UCSF Medical Center, was informed he would lose his job and must train his replacement from India. This situation has led to protests by affected workers, who feel humiliated and betrayed. Critics argue that the H-1B program has been exploited, with companies prioritizing cost savings over American jobs. Former congressman Bruce Morrison expressed outrage over the program's misuse, emphasizing that it was intended to protect American workers. As companies increasingly outsource jobs, many American workers are left feeling vulnerable and devalued.

A large tariff will be placed on chips and semiconductors. However, companies like Apple that are building or have committed to build in the United States will not be charged the tariff.

The H-1B visa program allows foreign nationals to work temporarily in the U.S. for over 30 years, but it is now facing issues of abuse and fraud. The U.S. immigration agency has raised concerns about the lottery system, noting that some companies are submitting multiple applications for the same candidates, increasing their chances unfairly. This year saw 780,884 applicants, a 61% rise from last year, indicating potential manipulation. There have also been instances where employers submitted applications for unqualified workers. Suggestions for reform include replacing the lottery with a system prioritizing in-demand skills and enforcing stricter penalties for employers who violate program rules.

President Trump threatened Apple with 25% duties on iPhones made overseas, stating on Truth Social that he expects iPhones to be manufactured in the United States, not India or elsewhere. Trump clarified in a press conference that the tariffs would also apply to Samsung and any other company that makes that product to ensure fairness. He anticipates these measures will be appropriately implemented by June.

Eliminating per country quotas could lead to an immigration system favoring India. John Miano, a former computer scientist turned lawyer, is suing the Department of Homeland Security on behalf of laid-off IT workers from Southern California Edison. He claims these workers, along with others from companies like Disney and UCSF, were replaced by foreign H-1B workers. Miano highlights that H-4 EAD holders can work freely, increasing competition for American workers, while H-1B visa holders are restricted to specific employers. He argues that prioritizing American workers is essential in the current job market.

Companies are allegedly using foreign labor visas, such as H-1B and student visas, to displace American workers and pay lower wages. This was exemplified at Fuyao Glass in Dayton, where the Chinese company fired local workers after unionization attempts and replaced them with lower-paid foreign visa workers from China, eventually leading to a federal raid for using them as "slave labor." This issue is impacting young people, especially STEM graduates, who face intense job market competition from imported labor from countries like India and China. A high percentage of STEM applications from graduates are rejected because companies can pay foreign laborers less, who will accept lower contracts than American graduates. Mass immigration, both legal and illegal, has oversaturated the economy, making it harder for young people to get decent wages. Corporations are allegedly replacing Americans with foreign labor while promoting left-wing messaging. Republicans have an opportunity to address this issue that impacts young people.

Lawn maintenance costs are set to rise significantly because 90% of workers in this industry are from Mexico. Stephen Miller, appointed by Trump for mass deportations, plans to target these workers, including naturalized citizens. American families are reluctant to let their young adults take on lawn maintenance jobs, leading to a shortage of available labor. As a result, finding lawn care services will become more difficult, and prices may double or triple. This labor shortage will also impact other sectors, including food supply and construction, as there aren't many Americans willing to take on physically demanding jobs like hauling cement.

Attacking the H-1B visa program aligned with Trump's message and resonated with public frustration towards the corporate and political elite. It's shocking to be laid off and then required to train your replacements to receive severance pay. This situation feels particularly demeaning.

The Trump administration linked higher tariffs to India's continued purchase of Russian oil, which Washington says funds Moscow's war in Ukraine. US-India trade talks have hit a deadlock over agriculture and dairy produce. Prime Minister Narendra Modi says he is not prepared to compromise on the interests of his farmers.

An order has been issued to prevent federal agencies from replacing American workers with foreign labor, particularly affecting contractors on H-1B visas. This decision follows concerns over the Tennessee Valley Authority (TVA) hiring foreign workers after laying off American employees. The president intervened by dismissing members of TVA's board and appointing new leadership. While some companies, especially in technology, argue they need skilled foreign workers due to a lack of qualified U.S. applicants, the administration emphasizes that the STEM pipeline is thriving. More American graduates are excelling in STEM fields than ever before, countering the notion that U.S. workers lack the necessary skills. The administration aims to support American workers and enhance their capabilities in the information age.

Revenues from the S&P 500 are 41% foreign-based, so multinational companies are scrambling due to tariffs. Nike stock is not doing well, and they won't increase consumer prices by 25% to stay competitive, as that would hurt sales and plummet their stock. Instead, they will absorb tariffs and bring manufacturing back to the U.S. Ford and Toyota are already doing this. Ford is offering employee pricing, and Toyota is running a campaign to highlight cars made in the U.S. Countries where corporations are based don't want them to move. The only way to hurt a mega-corporation is to hit them in the pocket. Smart companies like Microsoft, Apple, Toyota, and Honda have already moved to the U.S. Hyundai invested in a U.S. plant during Trump's first term. The stock market reflects the "punch to the gut" for corporations operating abroad but registered in the U.S. These companies must return to the U.S. or risk pricing themselves out of the market.

Infosys will pay $34 million to settle visa fraud charges, marking the largest fine of its kind in U.S. history. The company, a major software exporter with 30,000 U.S. employees, faced allegations of systemic fraud that displaced American workers. Whistleblower Jay Palmer revealed that Infosys brought in Indian workers under false pretenses, claiming they had unique expertise or were only attending meetings. Internal documents suggested employees were instructed to deceive immigration officials. Palmer stated that some workers required training from the very Americans whose jobs they took. Infosys denied intentional wrongdoing but faces scrutiny over whether this fine is merely a cost of doing business. The upcoming announcement will shed light on the potential consequences for the company.

The fallout with India will cause repercussions for America. It will push India away from America, strengthening the Eastern bloc of Russia, China, India, and the rest of the world under BRICS. Dedollarization will become a reality.

Protecting American jobs was a key theme of Trump's campaign, particularly regarding the H-1B visa program, which allows companies to hire skilled foreign workers. Many businesses exploit loopholes to replace American workers with cheaper foreign labor, often requiring those workers to train their replacements. Robert Harrison, a telecom engineer, faced job loss and was asked to train his replacement from India, leading to protests among affected workers. Critics argue that the program, initially intended to protect American jobs, has been misused for corporate profit. Former Congressman Bruce Morrison expressed outrage over the program's exploitation. Workers like Craig D'Angelo and Leo Pereiro shared their experiences of being replaced despite their skills, highlighting the emotional toll of such practices. The situation reflects broader issues of corporate greed and the need for job protection for American workers.