Trade & Tariffs - Trump's tariffs are adding to economic pain [1]

Market Impact of Trade War - US soybean farmers are suffering due to President Trump's tariffs, especially with China ceasing soybean purchases since May [1] - China has shifted soybean purchases to Brazil and Argentina [2] - An aid package to Argentina backfired as Argentina removed export tariffs on grains and sold soybeans to China, reducing US leverage [3] - A soybean farmer reported a shift from $12 billion to zero in sales [5] - Argentina received $20 billion of taxpayer money, becoming a stronger competitor [6] - China bought a large quantity of soybeans from Argentina after a tax holiday, approximately 30-40 container ships, which equals about 65,000 metric tons per ship or 22 million bushels [6] - Argentinian soybeans are being sold at $230% over the November board, while US farmers are getting 50 cents under [7] Farmer Sentiment and Economic Concerns - Farmers are nervous and scared about the current market conditions [11] - Some older farmers are considering quitting, unwilling to lose 30 years of work [12] - Bankers are concerned about farmers' ability to repay loans due to declining equipment and land values [13] - Farmers do not want to be bailed out by the CCC, they want the markets to work [16] - Tariffs have destroyed markets for family farmers, potentially leading to consolidation and food security issues [17] Government and Policy Issues - Government shutdown is hindering farmers' ability to get loans and insurance for alternative crops like canola [9] - The timing of potential discussions with China about soybeans in November is questioned, as Brazil will already be in full swing with their harvest [18]

Economic Impact - The Trump administration's policies, including tariffs and attacks on the Federal Reserve, have negatively impacted the dollar [1] - A government shutdown would further harm the dollar, but its impact would be limited [1]

Michael Aron is chief investment strategist at State Street Investment Management. Mike, always appreciate having you on. You know, stocks may be due for whatever, but it doesn't mean they're going to do that, does it.It doesn't, Brian. The foundation for this bull market remains solid. So, trades coming into clearer focus.It's not perfect, but we've avoided the worst outcome. Now, we're throwing a little gasoline on the fire with both fiscal policy and monetary policy. Oh, and by the way, earnings are grow ...

Federal Reserve Bank of Chicago President Austan Goolsbee said the most recent round of tariffs may be causing businesses in his district to again pause decision-making in order to see where the levies settle https://t.co/mmdf10x2G0 ...

The cost of coffee is on the rise, thanks to tariffs. Congress has introduced a bill to scrap the tax—a move that could be popular as more Americans reach for a cup. https://t.co/zFiS5WPLIv ...

Popular baby registry site Babylist is advocating for new parents to be spared the impact of tariffs on strollers, car seats and other baby essentials. https://t.co/HJv1a5ObAl ...

What do we know about these new round of tariffs from the Trump administration. And it's a right force of tariffs there, isn't it, Joumanna. I mean, this is what it is, one of the latest iterations of the sectoral tariffs that the Trump administration has introduced.Very recently, we saw the same thing in the pharma industry. And this follows an investigation by the U.S. government into the market conditions, which means that this is a sectoral tariff. And the method they use means that it is it is not subj ...

The president this morning threatening quote substantial tariffs on any country that doesn't make its furniture in the United States. It comes just days after he announced plans to impose a 30% tariff on upholstered furniture and a 50% tariff on all kitchen cabinets and bathroom vanities. Our next guest is a major player in the furniture industry.Joins us this morning with his outlook. Let's bring in Ethan Allen, CEO for Rukqari. We should note the company's market cap is $736 million.We love having you in ...

Trump has an insatiable appetite for tariffs. But he’s also steadily created a meaningful list of exceptions https://t.co/UByWVenwwt ...