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 ...

If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. https://t.co/CaVQAH7kBt ...

Modi will visit China and speak with Brazil’s Lula amid US tariffs hitting both nations https://t.co/yoXLojwBbk ...

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]

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 ...

Tariff Impact & Uncertainties - President Trump 表示致力于在美国建设的公司将不会被征收关税，但具体细节尚不清楚 [1] - 关税将适用于原始芯片本身还是最终产品（如手机或笔记本电脑）尚不明确 [2] - 公司需要在美国进行多少投资才能避免关税，以及考虑到全球供应链，实际上有多少产品需要在美国制造，这些问题仍然未知 [2] - 目前尚不清楚关税的具体应用，以及哪些产品将受到影响 [5] Company Investment & Mitigation Strategies - 台积电 (TSMC) 已承诺向美国投资近 2000 亿美元，包括最先进的芯片工厂，可能能够减轻关税影响 [3] - 三星 (Samsung) 也承诺在美国进行投资 [3] - 苹果 (Apple) 表示三星将在其德克萨斯工厂生产其即将推出的产品的图像传感器，市场认为该公司可以避免关税 [4] - SK 海力士 (SKH Highix) 宣布计划在美国建立近 40 亿美元的芯片封装厂 [4] - 英伟达 (Nvidia) 计划在未来四年内通过制造合作伙伴关系在美国生产高达 5000 亿美元的人工智能基础设施 [5] Potential Benefits - 如果在美国建立更多的芯片工厂，这可能会帮助供应链中的芯片供应商，例如 ASML [5] - 投资者认为已承诺在美国运营的公司可能会获得豁免或避免最严重的关税 [5]

“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 ...

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 ...

Africa is rushing to soften the blow of Donald Trump’s tariffs https://t.co/v4Wzq1ZYiS ...

Whether you get higher prices, lower quality or fewer options, American consumers will eventually pay for Trump’s tariffs https://t.co/68XBXSUF5A ...