Tariff
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X @Bloomberg
Bloomberg· 2025-08-18 01:03
Market Trends - Gold experienced a weekly decline [1] - US President Trump's tariff agenda may create inflationary pressures in the US [1] Monetary Policy - Inflationary pressures could threaten rate cuts [1]
X @The Economist
The Economist· 2025-08-17 19:00
Trade Tariffs Overview - America's tariff menu contains over 17,000 lines, making it complex to understand [1] - The report explains how to break down the tariff menu [1]
X @Bloomberg
Bloomberg· 2025-08-16 13:36
Wall Street will get a close look at how US consumers are faring in the early days of President Trump’s tariff regime when top retailers report earnings next week https://t.co/3IYbOxKS8M ...
Stocks close mixed, two types of retailers that could benefit from a tough tariff environment
Yahoo Finance· 2025-08-15 22:06
That is the closing bell on Wall Street and now it's market domination overtime. We have team coverage to get you up to speed on the action from today's trade. Want to bring in now Michael Green, chief strategist at Simplify Asset Management and we got Yahoo Finances Jared Blickry.Jared, let's start with you on that close. All right, we were drifting down in the Dow. Still managed to close in green territory for the day and also for the week, but we only added about 34 points today.Let's check out the 5-day ...
Magnitude of Tapestry pullback is surprising, says Bernstein's Aneesha Sherman
CNBC Television· 2025-08-15 21:22
But joining us now is Anisha Sherman of Bernstein. She has a buy rating on the stock. Anisha, it's great to have you here and let's start right there.Do you buy Tapestry here. And if so, why. >> Yeah.So, I was surprised at the magnitude of the reaction. Um, you know, look, the the stock was priced for perfection. It had been up 74% year-to date up to that point and the guidance was a little bit low.So, I did expect a bit of a pullback, but the magnitude of pullback was surprising because the reason the guid ...
It's not an easy time to be at the Federal Reserve, says fmr. NEC Director Gene Sperling
CNBC Television· 2025-08-15 20:57
And this week's economic reports haven't made it easy to decipher the state of the economy. This morning's retail sales showed consumers kept spending in July, but consumer sentiment for the month month dropped to its lowest level since May. These reports come after yesterday. We saw wholesale prices rising far more than expected, but CPI was lighter than expectations, at least on the top line. Joining us now is Gene Sperling, former director of the National Economic Council under President Obama and Presid ...
Trump Suggests 300% Tariff on Chips
Bloomberg Technology· 2025-08-15 19:15
Tariffs and Trade Policy - The market initially reacted negatively to tariffs, but has since shown little effect on corporate earnings or economic data [2] - The market's benign neglect of tariffs may embolden further tariff increases [3] - Potential tariffs of up to 300% on ships entering America are being considered [1] - The administration's long-term commitment to tariffs is questionable, impacting the potential for bringing manufacturing back to the US [4][5] Artificial Intelligence and Corporate Earnings - Artificial intelligence (AI) has the potential to more than offset the negative effects of globalization on corporate earnings and profit margins [6] - Identifying long-term winners in the context of AI is a key question, as early winners may not be the enduring ones [7] - AI can be applied to various industries, such as healthcare research and development, representing a long-term play [9] Market Sentiment and Economic Data - The market exhibits mixed signals, allowing individuals to project their views and find supporting evidence [12] - Secular growth themes are currently more important than trickling economic data points [13] - Record highs in crypto and IPOs, along with the resurgence of meme themes, indicate speculative froth and complacency in the market [14] - Valuations are priced for perfection, suggesting potential near-term volatility [15]
X @Bloomberg
Bloomberg· 2025-08-15 13:10
Trade Policy - The U.S President plans to impose tariffs on semiconductors within two weeks [1] - This action suggests a significant increase in the current tariff system [1]
X @Bloomberg
Bloomberg· 2025-08-15 07:07
Switzerland’s economy unexpectedly grew in the second quarter before the country was hit with one of the highest US tariff rates https://t.co/qHXVeVyKrk ...
Trump's Tariffs Could Make Up 1% Of GDP
From The Desk Of Anthony Pompliano· 2025-08-14 19:15
Oh boy. Treasury Secretary Scott Besson recently did an interview and he says tariff income is going to be over 1% of GDP. I I'd been saying 300 billion, but I think we're going to have to substantially revise that up.So well in excess 1% of GDP. And then with the new investment there, the sovereign investments that we talked about, but then in terms of the committed investment by private industry, we're well over 10 trillion. Regardless, whatever you think about the tariffs, whether they work or don't work ...