Tariffs
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How Tariffs Are Changing Up Costco's Shelves
WSJ· 2025-12-19 11:00
Group 1 - The retailer has made adjustments to its product assortment to maintain low prices for shoppers [1]
X @The Economist
The Economist· 2025-12-19 07:30
When the European Union increased tariffs on Chinese battery electric vehicles in 2024, the logic was straightforward: raise prices and imports will fall. Data suggest that has not happened https://t.co/4hO6Mwq6Jr ...
X @Bloomberg
Bloomberg· 2025-12-19 06:18
Malaysia’s exports grew slower than expected in November, as higher tariffs weighed on the Southeast Asian nation’s trade with the US. https://t.co/LJgBmq0RCX ...
Stocks rise on Wall Street as AI stocks turn higher again
Yahoo Finance· 2025-12-19 04:15
NEW YORK (AP) — Stocks gained ground on Wall Street Friday for a second straight day, wiping away losses from earlier in the week. Technology stocks were once again the main force behind the market's broader moves, especially companies with a focus on artificial intelligence. Both the S&P 500 and the Nasdaq closed out the week with gains, despite several stumbles early this week. The S&P 500 rose 59.74 points, or 0.9%, to 6,834.50. It notched a 0.1% gain for the week. The Dow Jones Industrial Average ro ...
X @Bloomberg
Bloomberg· 2025-12-19 00:55
Mexico is ramping up tariffs on other countries, says @mihirssharma. Asia will see it as doing Trump's work for him (via @opinion) https://t.co/wOqcJE2auF ...
X @The Economist
The Economist· 2025-12-19 00:40
There are grinchy ways of getting around the American tariffs on Chinese goods. Dismembering Father Christmas and then shipping his head, limbs and torso to South-East Asia is one such ruse https://t.co/V7h9M29iV0 ...
'Fast Money' traders react to Nike earnings
Youtube· 2025-12-18 22:48
Core Viewpoint - The company is experiencing a turnaround with two consecutive quarters of revenue growth, indicating potential for investment despite some legacy issues [1] Financial Performance - North America revenue increased by 8.8%, showing signs of margin improvement, although still down overall [2] - Margin compression is noted, down 300 basis points, attributed to tariffs and discounting pressures [3][4] Strategic Challenges - Direct-to-consumer sales decreased by 9% year-over-year, raising concerns about the company's current strategy [5] - The need for new leadership is emphasized, suggesting that a fresh perspective could drive necessary changes [6][7] Competitive Landscape - The company faces competition from brands like Hoka, which are gaining market share, particularly in casual segments [7] - Innovation is crucial, with new product lines like the Bomero 18 and Pegasus showing promise [8][9] Market Outlook - While North America may be stabilizing, challenges remain, particularly in China, indicating that the company is not yet fully out of difficulties [7]
Nike shares slide on Q2 results despite beat on earnings and revenue
Youtube· 2025-12-18 22:43
Core Viewpoint - Nike's stock has seen a decline of over 4% following recent results, raising questions about the impact of China weakness versus wholesale strength on investor sentiment [1] Group 1: Financial Performance - The wholesale segment is highlighted as a significant area of strength for Nike, with a focus on re-engaging with wholesale partners contributing to positive sales growth [2] - North American sales growth has accelerated from the previous quarter, exceeding expectations, indicating successful strategic focus [2] Group 2: Investor Sentiment - There is notable skepticism among investors regarding Nike's turnaround, with many choosing to wait for clearer signs of recovery before investing [3][4] - The current macroeconomic environment is challenging, with consumers feeling financially stretched, which may impact spending on Nike products [5] Group 3: Competitive Landscape - Concerns about competition from smaller brands are present, but there is a belief that these brands have not made significant inroads into wholesale markets [7] - If Nike's turnaround fails, it could create opportunities for smaller brands to gain market share, as Nike has previously focused less on innovation and wholesale [9][10]
Trump's "warrior dividend" is at least the 10th thing he's said tariffs could pay for. 💰
Yahoo Finance· 2025-12-18 21:37
Because of tariffs, 1,450,000 military service members will receive a special we call warrior dividend before Christmas. A warrior dividend in honor of our nation's founding in 1776. We are sending every soldier 1,776.Much of this success has been accomplished by tariffs. my favorite word, tariffs. >> United States will be taking a small portion of the hundreds of billions of dollars we receive in tariffs and we're going to be giving and providing it to the farmers and we're going to be giving back refunds ...
Where is Copper Heading in 2026?
Yahoo Finance· 2025-12-18 20:00
I asked if copper was setting a base for a new high in a November 18, 2025, Barchart article, where I concluded with the following: I expect copper prices to continue their upward trajectory as technical and fundamental factors support the red nonferrous metal. However, long copper exposure through the CPER ETF during price corrections has been optimal, and that trend is likely to continue. At around the $5 per pound level in November 2025, copper futures could be setting a base for even higher highs in 20 ...