Tariffs

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Watch CNBC's full interview with former Vice President Mike Pence
CNBC Television· 2025-09-18 11:50
President Trump is set to speak with Chinese President Xiinping tomorrow about a potential framework for the sale of Tik Tok. Joining us now, former Vice President Mike Pence. He's the founder of of Advancing American Freedom. It's been a while joining us on set, Mr.. uh Mr.. VEP. It's good good to have you here. Thanks, guys. Thanks for having me back. We'll get this on you, you know, covering like it's S&P. Usually, it's Venus chart. You want to chart? All right. All right. Well, we've got a living, breat ...
Central Bank of Ireland: Economic effects of tariffs unclear
Youtube· 2025-09-18 11:33
Our headline message is that the economy has proved resilient over recent months in light of uh external uncertainty and headwinds and looking forward we do expect steady growth in the economy albeit uh as you mentioned lower than it would have been in the absence of tariffs. So three mean three main uh developments since our previous forecast about 3 months ago. First uh we've had the uh agreement the framework agreement between the United States and the EU on trade.So we've incorporated the 15% tariff rig ...
Jeremy Siegel: All the negatives from tariffs are more than offset by the positives in the markets
CNBC Television· 2025-09-18 11:26
The Fed did cut rates by 25 basis points as widely expected and suggesting two more cuts would come by the end of the year. That was kind of the the median consensus call among the committee. Joining us now, Jeremy Seagull, chief economist at Wisdom Tree and Professor Emeritus of Finance at the University of Pennsylvania's Wharton School of Business.Uh Jeremy, it's good to have you this morning. I I guess we can uh you know, if you if you want to just follow the market's verdict, you often don't get a clean ...
Jeremy Siegel: All the negatives from tariffs are more than offset by the positives in the markets
Youtube· 2025-09-18 11:26
Group 1 - The Federal Reserve cut rates by 25 basis points and indicated that two more cuts are expected by the end of the year, aligning with the median consensus among the committee [1] - The market's reaction to the Fed's decision may not be immediately clear, and the 25 basis points cut was deemed appropriate [2] - There was a notable absence of dissent from Chris Waller regarding a more aggressive 50 basis points cut, which raises questions about his potential future role as chairman [3][4] Group 2 - The Fed's decision reflects a cautious approach, with some members advocating for more aggressive cuts while others preferred to maintain the current stance [5][6] - The labor market data is influencing the Fed's risk management strategy, suggesting a careful balance between economic stability and proactive measures [5] - The unity among committee members, despite differing opinions, indicates a strategic alignment with Chairman Powell's leadership [7][9] Group 3 - The stock market is experiencing significant growth, with new all-time highs being reached, attributed to favorable policies such as tax reforms and deregulation [10][11] - Since Trump's election, the market has risen approximately 10%, demonstrating resilience even during traditionally weaker periods [12] - The frequency of all-time highs in the stock market is notable, with 7% of all days since 1952 marking such peaks, indicating a strong bullish trend [13]
Automakers have resisted raising car prices because of tariffs. That might not last
Yahoo Finance· 2025-09-18 10:05
By Nora Eckert DETROIT (Reuters) -Automakers have been absorbing billions in added expenses since U.S. President Donald Trump’s tariffs took effect in April, sparing American car shoppers from sticker shock. So far. Car prices were supposed to have bolted higher by now, auto executives and analysts predicted. But that has not happened, mirroring some other industries where companies have decided to eat added expenses rather than passing them on to consumers. The average manufacturer’s suggested retail p ...
Tariffs throw a snag into companies’ planning and profits
Yahoo Finance· 2025-09-18 09:39
Core Insights - The current tariff environment has significantly impacted corporate financial results and finance departments' planning and forecasting capabilities across various industries [1] Group 1: Impact on Profitability and Forecasting - A survey of 942 finance leaders revealed that 59% reported a moderate impact on profitability due to tariffs, while 64% indicated that tariffs affected their ability to prepare timely and reliable forecasts [2] - In the United States, 76% of respondents reported at least a moderate impact on forecasting, compared to 60% in Europe and 46% in Asia-Pacific [3] Group 2: Industry-Specific Effects - Financial services, consumer packaged goods, and retail sectors reported the highest levels of impact on profitability, with 70% of U.S.-based companies experiencing at least a moderate impact [4] - Manufacturing and distribution organizations are identified as the most affected industries regarding tariff-related forecasting issues [3] Group 3: Supply Chain Adjustments - Companies are addressing supply chain concerns by enhancing communication with suppliers (60%) and increasing third-party risk management oversight (52%) [4] - A significant portion of companies are sourcing materials locally (39%) and diversifying their supply chains across multiple regions (35%), while 51% have made no changes to their outsourcing or offshoring strategies [5] Group 4: Role of CFOs - CFOs are positioned to act as the "voice of reason" in discussions with shareholders and board members regarding the impact of tariffs on costs and profit margins [5] - Strong cross-functional collaboration is necessary for addressing questions related to tariffs, including cost of goods sold and pricing adjustments [6]
India's Gokaldas eyes EU growth, Africa expansion to counter Trump's tariffs
Reuters· 2025-09-18 07:30
Core Viewpoint - Indian textile manufacturer Gokaldas Exports is planning to increase shipments to the European Union and the United Kingdom while expanding production in Africa due to the impact of punitive U.S. tariffs on profits [1] Group 1: Company Strategy - Gokaldas Exports aims to boost shipments to the European Union and the United Kingdom as a strategic response to U.S. tariffs [1] - The company is also looking to expand its production capabilities in Africa to mitigate the risks posed by U.S. tariffs [1] Group 2: Market Context - The decision to shift focus towards the European market and Africa is driven by the need to protect profit margins affected by U.S. tariffs [1]
Trump Tariffs Force Cracker Barrel To Cut Products, Squeeze Suppliers Amid $25 Million Hit And Rebrand Fiasco - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), Cracker Barrel Old (NASDAQ:CBRL)
Benzinga· 2025-09-18 06:21
Cracker Barrel Old Country Store Inc. CBRL is bracing for a $25 million financial impact from the Donald Trump administration’s tariffs in the coming fiscal year, forcing the company to significantly reduce the number of products in its famous gift shops and aggressively renegotiate deals with its suppliers.Cracker Barrel fell in after-hours. Check out the stock price here.CBRL To Reduce Store Products By 10% To Fight TariffsThe strategy was detailed by executives during the company's fourth-quarter earning ...
Trump’s Market Maelstrom: Where Policy Meets Portfolio Pandemonium
Stock Market News· 2025-09-18 06:01
Group 1: Federal Reserve Actions - The Federal Reserve cut interest rates by a quarter-point on September 17, 2025, bringing the federal funds rate to a range of 4% to 4.25%, marking the first reduction since December 2024 [2] - Market reactions included a 1% initial surge in the Dow Jones Industrial Average, which settled at a 0.57% gain by the end of the day, while the S&P 500 and Nasdaq Composite experienced slight declines [2] Group 2: Presidential Influence on Monetary Policy - Donald Trump called for immediate and larger interest rate cuts just days before the Fed's announcement, highlighting the tension between political pressure and central bank independence [3] - Trump's ongoing demands for rate cuts since taking office in January 2025 reflect a unique dynamic where the market adapts to his influence on monetary policy [3] Group 3: Tariff Policies and Market Reactions - The Trump administration increased tariffs on steel and aluminum imports from Mexico to 50%, up from 25%, causing a 4.82% drop in the aluminum 6063 extrusion billet premium [4] - A significant 50% tariff was imposed on a broad range of Indian products, which, despite initial turbulence, did not prevent Indian stock markets from posting positive returns in 2025 [5] Group 4: Pharmaceutical Industry Impact - Trump threatened tariffs as high as 250% on pharmaceutical imports, prompting major companies like GSK to announce a $30 billion investment in U.S. manufacturing and R&D [6][7] - Other pharmaceutical giants, including Eli Lilly and Johnson & Johnson, also committed substantial investments in response to tariff pressures [7] Group 5: Corporate Governance and Reporting - Trump proposed that companies shift from quarterly to semi-annual earnings reports, arguing it would save money and improve management focus [8] - The suggestion received mixed reactions from Wall Street, with some analysts warning it could weaken market transparency while others supported the idea for its long-term strategic benefits [9] Group 6: Overall Market Volatility - Trump's policy shifts and rhetoric continue to inject volatility into the market, influencing sectors from pharmaceuticals to trade, and prompting companies to rethink their strategies [10] - The financial landscape remains dynamic, with Trump's influence ensuring that market headlines are consistently engaging and unpredictable [10]
X @Bloomberg
Bloomberg· 2025-09-18 03:14
Shein begins offering other fashion brands access to its apparel manufacturing network in China as a service, sources say, as it seeks new revenue streams amid pressure on its retail business from US tariffs https://t.co/gp4zKitWPf ...