Tariffs

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The 'big beautiful bill' is a big part of the reason why the market is where it is: Jason Trennert
CNBC Television· 2025-08-11 12:01
The futures this morning are marginally uh higher. Joining us now, you can see 134 points on the Dow, Jason Trener, chairman and CEO of Strategus Research Partners, a Baird company. Um Jason, we haven't seen you in a while.Um were you surprised by either uh the the break in the averages leading into Liberation Day or with the the swiftness of the rebound to new highs following Liberation Day. Were you surprised by by e Did you predict either. I didn't I don't we didn't predict either.Uh and I think I was su ...
X @The Economist
The Economist· 2025-08-11 11:20
America will pay the price for Trumpian tariffs. Growth was underwhelming and inflation disappointingly high in the first half of the year. But the full toll of the dismal new policy will be felt over the long term https://t.co/b9vpS9EvATPhoto: AP https://t.co/luhF2gGaJ7 ...
Expect 'choppy sailing' in markets going into year end, says BMO's Carol Schleif
CNBC Television· 2025-08-11 11:18
Take a look at the futures, folks. We're up about 100 points on the Dow. S&P 500 up about 8 points, seven and a half.Uh the NASDAQ up as well. Joining us right now is Carol Schlle. She's BIMO's private wealth chief market strategist.Carol, I don't think you expected that when you came on. We were going to ask you about who you think should be the next Fed chair, but you're you're you're h we're happy to have you weigh in on that or the other controversy of the morning which we've been debating about how you ...
Three Rate Cuts Expected in 2025? ETFs in Focus
ZACKS· 2025-08-11 11:01
Group 1: Interest Rate Cuts - Federal Reserve Governor Michelle Bowman is considering three interest rate cuts this year due to concerns about the job market and the U.S. economy [1] - Bowman voted against the Fed's decision to keep interest rates unchanged last month, advocating for a 0.25% cut in the benchmark rate [1] Group 2: Inflation and Tariffs - Bowman indicated that price increases from tariffs are likely to have a one-time effect, suggesting that short-term inflation spikes can be tolerated [2] - San Francisco Fed President Mary Daly noted that while tariffs will push inflation higher in the short term, the effect is not expected to be lasting [5] Group 3: Labor Market Concerns - Bowman expressed skepticism about the accuracy of monthly jobs data, citing declining survey response rates and changes in immigration and business creation patterns [3] - New York Fed President John Williams acknowledged that the job market remains "solid" but is concerned about downward revisions in hiring [5] Group 4: Growth Stocks and ETFs - Growth stocks tend to perform better in a low-rate environment, as lower borrowing costs make them more appealing to investors [6] - A list of top-ranked growth-based exchange-traded funds (ETFs) was provided, including Vanguard Growth ETF (VUG) and Invesco S&P 500 Pure Growth ETF (RPG) [7]
X @Crypto Rover
Crypto Rover· 2025-08-11 10:09
💥BREAKING:🇮🇳🇺🇸 INDIA SAYS 55% OF ITS EXPORTS TO THE US WILL BE SUBJECT TO PRESIDENT TRUMP’S TARIFFS. https://t.co/AYxAxp5pHm ...
X @Bloomberg
Bloomberg· 2025-08-11 10:08
Strategists at Citigroup raised their target for the S&P 500, saying tax cuts should offset the negative impact from tariffs on US companies https://t.co/TO8uQLs9Cp ...
MSNBC Highlights — Aug. 10
MSNBC· 2025-08-11 10:00
We have new details this morning on President Trump's new crackdown on crime in a city he loves to criticize in his own backyard, our nation's capital, our home, Washington DC. As part of his new week-long campaign, some 450 federal law enforcement officers from various agencies were stationed across the city last night in hightra areas. And Trump announced on social media that tomorrow he will hold an event at the White House that will quote essentially stop violent crime in DC, which he claims has become ...
X @Bloomberg
Bloomberg· 2025-08-11 09:08
Small US companies are struggling to comply with President Trump’s new tariffs and cope with growing financial strains clobbering them from higher import costs https://t.co/DoFfATDoHq ...
X @Bloomberg
Bloomberg· 2025-08-11 04:16
Switzerland’s economy will prove resilient enough to largely shake off the shock of US tariffs over the next year or so, according to a Bloomberg survey of economists https://t.co/bjSxyPXd9b ...
中国出口追踪 - 为 8 月波动做好准备-China Export Tracker (14)_ Brace for Volatility in August
2025-08-11 02:58
V i e w p o i n t | 07 Aug 2025 21:57:43 ET │ 11 pages China Economics China Export Tracker (14): Brace for Volatility in August CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Aug 5th . Tariffs uncertainties are on rise with the reciprocal tariffs revised and the secondary tariffs (on India for now) announced. The week ahead is the deadline for a US-China tariff truce. In the case of extension, China-RoW tariff differential would narrow, with divergent impact across products. The ...