Impact of Tariffs on Small Businesses - Small businesses are significantly impacted by tariffs, leading to increased supply chain complexity and costs [2][3][7] - Tariff stacking, where multiple tariffs are applied to the same product, further exacerbates cost pressures for small businesses [8] - Small businesses often have lower margins and struggle to pass increased costs onto consumers, potentially leading to layoffs [11][12] - Some small businesses have experienced revenue losses due to tariffs, impacting their ability to compete and scale [13][14] - Retaliatory tariffs from other countries, such as China and Canada, also negatively affect small business exports [24] Strategies and Challenges for Small Businesses - Small businesses are exploring alternative production locations, such as Canada and Europe, to mitigate tariff impacts, but this involves new tooling and setup costs [8][9] - Finding domestic sources for certain ingredients and materials is often not feasible due to climate or technical limitations [15][16][9] - Small businesses face challenges in managing inventory levels due to tariff uncertainties, risking overstocking or missing sales opportunities [11] - Some small businesses may need to discontinue products or close down if they cannot absorb cost increases [19] Advantages of Large Retailers - Large retailers like Walmart and Amazon have seen stock prices surge, indicating their ability to mitigate tariff costs [4] - Large retailers possess economies of scale, negotiating power with suppliers, and the ability to stockpile inventory, giving them an advantage over small businesses [21][22] - Large retailers can use portfolio pricing strategies to absorb some tariff costs while increasing prices on less sensitive products [23]

This year India has been both a victim of Donald Trump’s trade war and a participant in a shooting war with nuclear-armed Pakistan. Its economy has barely noticed https://t.co/C55qSV70xG ...

US-China Trade & Geopolitics - The US has been a winner in trade deals, particularly with soybean exports and rare earth releases from China following meetings between Xi and Trump [1][2] - A shift within the Communist Party of China (CCP) towards a friendlier and more open orientation is making the Chinese market more attractive [4] - The biggest risk for China is a return to the "Wolf Warrior" stance, but the latest plenum suggests a desire to mend relationships with the US [12][13] - Taiwan was notably not mentioned in meetings between Xi and Trump, indicating a potentially significant shift in US-China relations [13] China Market & Technology - China's technology sector, especially in chips and other areas, is becoming increasingly self-sufficient and attractive to investors [5] - The Electric Vehicle (EV) market in China is experiencing incredible growth, with Chinese vehicles surpassing even luxury brands like Rolls Royce in some aspects [6][7] - The Chinese market is outperforming India and even the US market, signaling a potential long-term rerating of China [8][9] - A correction of 30-40% in the AI space is expected due to excessive spending, but AI remains critical [15][16][17] Emerging Markets & Investment Strategies - Emerging Markets (EM) are poised to benefit from trade policies, with Southeast Asian countries like Malaysia and Thailand potentially replacing China in some export sectors [19] - A stronger US dollar is generally positive for EMs as it boosts export earnings [24] - India's bureaucracy is a significant impediment to foreign investment, hindering its ability to absorb capital and technology [29][30] - Korea, along with Taiwan, is considered an interesting market due to its strong technology sector, despite recent sell-offs [36][37]

Core Insights - Haemonetics shares surged 22.1% following the release of third-quarter results that exceeded analyst expectations and an upward revision of full-year financial guidance [1][2] Financial Performance - The company reported adjusted earnings of $1.27 per share on revenue of $327.3 million, both surpassing Wall Street forecasts [2] - Total revenue declined 5.3% year-on-year, but organic revenue fell only 1.8%, indicating resilience in core operations [2] - Operating margin improved to 17.9% from 15% in the same quarter last year, and free cash flow reached $106.3 million [2] - Management raised full-year adjusted earnings per share guidance to a midpoint of $4.90 [2] Market Reaction - Haemonetics shares are characterized by low volatility, with only 8 moves greater than 5% in the past year, suggesting significant market impact from recent news [4] - The stock has experienced a decline of 16.9% since the beginning of the year and is currently trading 30.2% below its 52-week high of $93.38 [6]

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. By the numbers   Q4 Revenue: 6.32 billion euros Roughly flat year over year   Net income: 597 million euros 4% decrease year over year Siemens Healthineers has reaffirmed its expectation that the negative impact of tariffs will double in its next fiscal year to reach 400 million euros (nearly $461 million). With tariffs coming in part way through the company’s ...

Joining me now, one of those small business owners impacted by Donald Trump's tariffs, Yaire Reiner, founder and CEO of Gowana's Kitchen Lab in Brooklyn and inventor of the Frywall Splattergard, which is manufactured in China. And you and I, Yaier, first, thanks for coming back. We spoke in April.You said then that tariffs were killing your business. How is it now. >> So, I would say that uh it has been a success.If the point was to pick my pocket as a small business owner, um the tariffs have basically bee ...

Core Insights - The stability of the U.S. dollar is significantly influenced by China's economic interests, as the U.S. is a major destination for Chinese exports, accounting for approximately 14% of China's total exports in 2023, which is about 3% of its GDP [4] - The dollar's dominance affects global capital flows, commodity prices, and international market performance, making its future trajectory critical for investors [3] - The ongoing trade tensions and geopolitical shifts are prompting countries to reconsider their reliance on the dollar, leading to signs of stress in its supremacy [2][9] Group 1: Dollar's Global Role - The U.S. dollar serves as the leading global reserve currency due to strong demand for Treasury securities, the scale of the U.S. economy, and its geopolitical influence [6] - Global banks and corporations depend on the dollar for various financial transactions, creating a network effect that reinforces its value [7] - Export-oriented economies, including South Korea and Southeast Asia, benefit from a stable dollar, which supports trade and economic growth [5] Group 2: Challenges to Dollar Dominance - The trade war between the U.S. and China has led to a 16.9% decline in China's exports to the U.S. in dollar terms during the first nine months of 2025 compared to the same period in 2024, indicating a shift in trade patterns [8] - The extensive use of U.S. sanctions has prompted countries to seek alternatives to the dollar, particularly after the sanctions imposed on Russia following its invasion of Ukraine [9] - The rise in U.S. debt, now exceeding $38 trillion, has led countries to diversify their currency reserves, with central banks increasing gold reserves as a hedge against financial risks [10] Group 3: Investment Strategies - In light of the evolving monetary landscape, maintaining capital and flexibility is crucial for investors, with strategies like the Trefis Reinforced Value (RV) Portfolio showing solid returns by adapting to market conditions [11] - The RV Portfolio's approach of quarterly rebalancing allows it to capitalize on favorable market conditions while mitigating losses during downturns, highlighting the importance of loss-limiting strategies [11]

This trade war though was hurting Americans. I mean, our soybean farmers, China had stopped buying the soybeans. China was withholding these rare earth materials that you need for everything from smartphones to build submarines.>> Sure. >> What was the crucial thing. I mean, how tough of a negotiator.>> It was a temporary hurt. It was a hurt because uh I was taking in a lot of money from China. We were doing very well against China.And all of a sudden, they said, you know, we have to fight back. And so they ...

Industry Trend - Rare earths dispute between China and the US is impacting the industry [1] Key Individuals - An Australian Trump superfan is rising among the world's wealthiest individuals [1]

Government Support - US government (Commerce Department and Pentagon) pledges funding and possible equity stakes in a US rare-earth magnet producer [1] Geopolitical Implications - The funding is related to the trade war with China, highlighting the strategic importance of rare-earth magnets [1]