Well, with fresh threats of tariffs, markets reacted swiftly as we've been discussing. Our next guest, Jeff Schulzy, is ClearBridge Investments head of economic and market strategy. Jeff, it is good to see you.So, as Jared was just saying there, listen, US China trade tensions, Jeff, they're back in focus. You can see stocks sliding here. President Trump clearly sounding uh frustrated, Jeff.He's threatening these massive tariff hikes on China. Big threats. Uh no specifics yet, Jeff, but big threats.I'm just ...

President Donald Trump declared Friday that he will impose a 100% tariff on all imports from China, while also imposing export controls on “any and all critical software” from the United States. https://t.co/DsZxwTMsd6 ...

President Donald Trump said he will impose an additional 100% tariff on goods from China starting Nov. 1, reigniting a trade war between the world's two largest economies. https://t.co/XxWtfjFRwi ...

Prediction Markets calling Trump's bluff.Only 23% chance on Polymarket that there will actually be a 100% tariff on China by November 1st. https://t.co/JD5v0v4fzR ...

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💥BREAKING:🇺🇸🇨🇳 TRUMP IMPOSED A 100% TARIFF ON CHINA STARTING FROM NOVEMBER 1ST. https://t.co/l2GTxbY44q ...

And today, even if you're not a markets enthusiast, you should pay attention because it felt like we were back in April on liberation day when the president launched his trade war. The Dow plunged nearly 900 points. On a Friday, the NASDAQ lost 3.5% in its total value and the S&P had its worst day since midappril.Midappril. That was back when Trump threatened a 145% tariff on China. Well, today's sell-off immediately followed a Trump post on social media this morning, threatening a new round of tariffs on C ...

100% additional tariff. Is this bluster or the end of our economic relationship. Well, I'll say this.I introduced legislation that I call on Earth America's Future Act, its legislation based off the Chips and Science Act to bring processing and refining of critical minerals and rare earth elements here to the United States of America. This is a major component of our supply chain, and yet we ceded all the ground to China and we're very dependent on them. And so Donald Trump's approach isn't going to totally ...

Massive F-WORD in the chat. https://t.co/epDwbhWmq4The Kobeissi Letter (@KobeissiLetter):BREAKING: President Trump announces a 100% tariff on China starting November 1st and export controls on "any and all critical software." https://t.co/8eREQVX5B5 ...

I'm not sure how you're reading this, because President Trump, as we've established already, is known for bluster, certainly before a meeting. The markets, though, think they just got a big reality check. Now, suddenly we do care about trade with China.Do you see this as the actual decoupling that we've been talking about. I don't think it's the actual decoupling, but I think some of us have been a bit mystified as to why the markets have been so sanguine all along. Maybe the deals, even with our allies, ar ...