tariffs
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X @Bloomberg
Bloomberg· 2025-09-24 11:16
Pinewood's CEO said he sees an opportunity in US President Donald Trump’s tariffs and trade wars https://t.co/2kv0igPZLI ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-23 20:59
Jerome Powell is finally admitting the tariffs were not being passed through to consumers like the Fed expected.Not surprising if you analyzed what happened with tariffs previously.Too many people were scared to think independently in April. ...
X @Cointelegraph
Cointelegraph· 2025-09-23 17:45
🇺🇸 BIG: Federal Reserve Chair Jerome Powell said tariffs have had a smaller impact on inflation than the Fed initially expected. https://t.co/5Gb2l0vnkW ...
Citi’s Rob Rowe: A Fed easing cycle into a soft landing is very positive for risk assets
CNBC Television· 2025-09-23 16:37
Market Outlook - City Research expects the S&P 500 to reach 6,600 by year-end, suggesting potential near-term volatility in Q3 [2][3] - City Research anticipates the S&P 500 to reach 6,900 by the end of the first half of next year, with a bull case of 7,200 [2] - City Research suggests buying during any volatility in Q3 [3] Federal Reserve and Monetary Policy - City Research anticipates two more Fed rate cuts by the end of the year and potentially two more in the first quarter of next year due to labor market weakness [4] - A Fed easing cycle into a soft landing is considered very positive for risk assets [7] Gold Market - A Fed easing cycle, geopolitical concerns, and a potentially slowing economy are considered positive factors for gold [5] - Central banks continue to buy gold, supporting diversification [4][5] - Gold price could still see some upside from current levels [5] Labor Market and Economy - City Research anticipates unemployment to rise to approximately 48% by the end of the year [7] - The US is experiencing a growing infrastructure economy alongside a weakening labor market [6] - Stronger payroll data could negatively impact equities [6] Tariffs - The effective US tariff rate is currently around 18% [8] - The effective tariff rate could potentially increase to 20% with sectoral tariffs on pharmacy or electronics [9]
X @Bloomberg
Bloomberg· 2025-09-22 16:16
Trump’s threat of 250% tariffs on drug imports puts cheap Indian medicines, including oral contraceptives, at risk https://t.co/9Z1ZZqDM6c ...
‘Personalization’ of DOJ: Dem Sen. on Trump pressuring Bondi to go after political foes
MSNBC· 2025-09-22 14:53
moment, but right now I want to bring in Democratic Senator Peter Welch of Vermont. Good to have you here, Senator. Thanks so much for being here.Let's start by revisiting a key exchange that you had with now Attorney General Pam Bondi during her confirmation hearing. Watch. No one will be prosecuted, investigated because they are a political opponent.That's what we've seen for the last four years in this administration. People will be prosecuted based on the facts and the law and fairly senator. That's goo ...
Novartis ramps up US stockpiles to shield against potential tariffs
Invezz· 2025-09-20 14:41
Core Viewpoint - Novartis AG has significantly increased its stockpiles of pharmaceuticals in the United States to prepare for potential tariffs [1] Company Summary - The Chief Executive Officer Vas Narasimhan indicated that the company is positioning itself strategically to withstand potential tariffs [1]
X @The Economist
The Economist· 2025-09-19 19:05
Trade War Impact - Donald Trump's tariffs' costs might not be obvious enough [1] - It might have been better for his successor if today's trade war were more warlike [1]
X @The Economist
The Economist· 2025-09-19 16:50
Trade War Analysis - Donald Trump's tariffs' costs may not be obvious enough [1] - It might have been better for his successor if today's trade war were more warlike [1]
Federal Reserve Governor Stephen Miran: I don’t see any material inflation from tariffs
CNBC Television· 2025-09-19 15:28
the newly confirmed Fed Governor Steven Myron. Our Steve Leeman, of course, also with us. It's great to see you, Mr.. Governor. First of all, congratulations on the confirmation and getting inside the Fed. >> Thank you and thanks for having me back.It's great to see you. >> Well, I I'm glad that you're here because I think a lot of people want to know why you dissented first of all for 50 basis point cut when the rest of the committee voted on quarter point. >> Yeah, of course.Look, you know, let me first s ...