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Jeremy Siegel: Investors will buy this dip as earnings remain strong
CNBC Television· 2025-08-07 19:51
Let's ask Wharton School professor of finance Jeremy Seagull. He's also chief economist for Wisdom Tree. Welcome back.It's nice to see you as always. Good to see you, Scott. You still like this market. Yeah, I I still like it.I I I think there were a little some disappointments today. I actually think uh the Bloomberg report that maybe Waller is the top candidate uh rather than War. uh he uh uh is not seen as uh uh dovish for Fed chair and I think that that kind of discouraged the market may a little bit co ...
X @Investopedia
Investopedia· 2025-08-07 19:30
If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. https://t.co/CaVQAH7kBt ...
X @Bloomberg
Bloomberg· 2025-08-07 12:48
Modi will visit China and speak with Brazil’s Lula amid US tariffs hitting both nations https://t.co/yoXLojwBbk ...
Very hard to use tariffs both as a negotiating tool and a way to increase revenue: Miriam Sapiro
CNBC Television· 2025-08-07 12:07
Tariff Policy & Economic Impact - The market has largely priced in the volatility stemming from current tariff policies [2] - Uncertainty surrounding tariff policies persists, hindering clarity for US companies and consumers [3] - Tariffs can be effective when their purpose and cost-benefit analysis are clear [3] - The Trump administration is employing tariffs in novel ways, the economic consequences of which remain uncertain [4][5] - A Yale University study suggests that existing tariffs could cost the average American family an additional $2,500 per year [8] Trade Negotiations & Agreements - The threat of high tariffs has prompted key trading partners like the EU, Japan, and Korea to engage in negotiations [10] - Agreements reached are currently frameworks, lacking specific details and enforcement mechanisms [11][12] - It remains uncertain whether these trade actions will lead to positive global trade outcomes [13] - The administration's dual aim of using tariffs as a negotiating tool and revenue source presents a challenge [14] Geopolitical Considerations - The president is using secondary tariffs, initially on India, to pressure Russia to end the war, but China is the largest consumer of Russian oil [18][19]
X @The Wall Street Journal
The Wall Street Journal· 2025-08-07 11:49
Trump’s tariffs have inflicted almost $12 billion of losses on global automakers, the biggest hit they have faced since the pandemic. This may be just the beginning. https://t.co/Vk37HsJ0t3 ...
How major chip names could mitigate the effect of Trump's seminconductor tariffs
CNBC Television· 2025-08-07 11:43
Good morning to you Dom and and that's a great question. There's a lot to unpack here. What we know is that President Trump has said that companies committed to building the US won't have that tariff charge. What we don't know is is the following.Will the tariffs apply to the raw chip itself or the end product like the phone or the laptop that's uh the chip is inside. How much investment will firms need in the US to avoid the tariffs. And how much of the product actually needs to be made in the US given the ...
X @The Economist
The Economist· 2025-08-07 11:40
“It’s misleading to think that tariffs hurt the exporting country.” On “The Intelligence” some wisdom that bears repeating as Donald Trump’s latest tariffs take effect https://t.co/7CQMeNMWgW ...
Trump to unleash more tariffs on semiconductors and chips
Bloomberg Television· 2025-08-07 11:15
You know what it's like to be in the Oval Office when the chiefs of corporate America come to town. And the president has made a habit of this. Now, in this case, corralling Tim Cook, he had several others for unrelated events in the Oval Office to talk about this grand domestic investment.Is this something that Republicans and Democrats can see eye to eye on. Oh, absolutely. The CHIPS Act passed last year, in the year before with bipartisan support.You know, growing our chips and our aid capability is a no ...
X @Bloomberg
Bloomberg· 2025-08-07 11:04
Africa is rushing to soften the blow of Donald Trump’s tariffs https://t.co/v4Wzq1ZYiS ...
X @Bloomberg
Bloomberg· 2025-08-07 09:06
Whether you get higher prices, lower quality or fewer options, American consumers will eventually pay for Trump’s tariffs https://t.co/68XBXSUF5A ...