The impact of President Donald Trump’s tariffs on consumer prices is just getting started, according to research by Goldman Sachs https://t.co/tExqPN6Kdx ...

Trade & Tariffs - Trump administration is pressuring tech companies to manufacture in the US, exemplified by his meeting with Apple CEO Tim Cook regarding iPhone production [1] - Wedbush Securities believes the possibility of manufacturing iPhones in the US is unrealistic, estimating a potential price of $3,500 per iPhone [5] - Tariffs are ultimately paid by consumers, potentially increasing prices and creating pressure on household budgets if the 100% tariff remains in place [15] - The market is currently "shrugging off" tariff concerns, viewing them as negotiable and subject to exemptions for companies that invest in the US [9] Geopolitics & Business Strategy - Apple is navigating political challenges by investing in India and China, receiving exemptions as a result [4] - Companies are striving to align with the Trump administration to avoid tariffs and headwinds [6] - The AI revolution is considered a major industrial revolution, with the US currently ahead of China in tech [7][10] AI & Energy Consumption - The AI revolution is driving increased demand for data centers, leading to a surge in construction and a need for 6-8 times more power [16] - Nuclear energy is seen as a potential solution to meet the growing energy demands of AI, but faces public acceptance challenges [16][17] Market Outlook - Despite potential market nervousness, tech stocks are expected to rise by another 25% over the next year [12]

⚡FACT: There are no tariffs on $BTC https://t.co/9nbmLIqEKp ...

An uncomfortable dynamic may be at play: markets might expect him to chicken out as the pain of tariffs becomes clear, but the lack of reaction might be emboldening him to press ahead https://t.co/sjL4xWy7sm ...

A lot of attention has been paid to the impact of tariffs on prices, says @mattyglesias, but the real damage is what they will do to the overall economy (via @opinion) https://t.co/LxtMwX0gha ...

And joining me now is Justin Wolfers, president of economics and public policy at the University of Michigan. Welcome, Justin. So, President Trump warned of another great depression if courts strike down his use of emergency powers to justify his sweeping tariffs.What is your take on his claims. What is the possible fallout should courts find his tariffs illegal. I mean, let's start with the chaos, but what would the fallout be like.Uh wow. It feels like it must be opposite day if uh the president says that ...

CEO Adaptation to Policy and Economic Volatility - Major company CEOs have learned to operate independently from Washington policy and have become adept at navigating volatility to remove uncertainty from their businesses [3] - CEOs express concern about the dramatic federal debt situation, which could create problems in the future [3] - High tariffs are generally viewed negatively by CEOs, who believe they can have a dramatic negative impact [8] - CEOs are blocking out political noise and focusing on facts, substance, and real policy [9] Impact of Tariffs and Supply Chain Strategies - Companies are considering relocating capital to Canada due to ongoing trade dynamics, demonstrating that tariff impacts can be bidirectional [7] - Securing the supply chain can involve onshoring, shifting to friendly markets in Southeast Asia, or relocating to Mexico [6] New York City's Economic Resilience and Challenges - New York City's economy is strong, attracting significant numbers of visitors and college graduates [11] - New York City needs to focus on competing with other centers around the country, particularly regarding companies moving to Dallas and Miami [19] - The city has the second-biggest tech hub and is a leader in drugs and healthcare innovation, second only to Boston [20] Democratic Party's Future Path - The Democratic Party needs to focus on what it stands for, diagnose issues effectively, and develop solutions that meet the needs of all Americans [21] - The party should focus on affordability in a practical way and ensure policy is driven from the ground up [21] - The Democratic Party should avoid extremes and unify on solving people's issues, focusing on getting food on the table, securing good jobs, and raising families [24]

In this Wall Street Week, we look at how AI is affecting new grads and how tariffs are affecting top executives https://t.co/wvRQop1roG ...

Trump’s tariffs have inflicted almost $12 billion of losses on global automakers, the biggest hit they have faced since the pandemic. This may be just the beginning. https://t.co/XDRsA0qBQp ...

Trump's tariffs have stunned the gold market. That's because the US Customs and Border Protection made clear that imports of one kilo and 100 ounce gold bars are now subject to tariffs. A major shock to the industry, which is used to those bars being exempt.Gold industry executives, analysts and traders are now all scrambling to understand what this US policy means for them, which is resulting in shipments being frozen and lots of price action. Gold futures, which are backed by those bars of gold, rose to a ...