The Zacks Transportation-Services industry faces a challenging backdrop, weighed down by dull freight rates, high inflation and lingering supply-chain disruptions. The tariff-related uncertainty and geopolitical woes represent further challenges for this key industry. Yet, beneath the gloom lies a glimmer of long-term promise. Driven by solid fundamentals, companies like Expeditors International of Washington (EXPD) , C.H. Robinson Worldwide (CHRW)  and Matson (MATX) are highly likely to weather near-term c ...

Canadian Prime Minister Mark Carney pushed back against US President Donald Trump’s protectionism in the auto industry, saying North America’s interwoven supply chain makes US manufacturers more competitive on costs https://t.co/ATkdYjAx7A ...

Ah, the stock market. That fickle beast, supposedly driven by fundamentals, earnings reports, and the measured pronouncements of central bankers. And then there’s Donald J. Trump, whose mere utterance can send analysts scrambling and indices performing interpretive dances that would make a seasoned economist weep. The latest round of Google Alerts confirms what we’ve always suspected: under Trump, the market isn’t just reacting to news; it’s reacting to the idea of news, the threat of news, and sometimes, t ...

The European Union unveiled fresh tariffs on Tuesday meant to shield its ailing steel sector, taking a page from Donald Trump’s protectionist playbook https://t.co/xXlP3ugSN4 ...

Ah, the sweet symphony of unpredictability, a tune played so masterfully by former (and potentially future) President Donald J. Trump. Just when the market thought it had a handle on things – or at least a loose grip – another curveball, or perhaps a heavy-duty truck, comes rumbling down the policy highway. The latest installment in this long-running economic drama? A hefty 25% tariff on imported medium and heavy-duty trucks, set to roll out on November 1, 2025. Because nothing says “stable global trade” qu ...

Trade Policy Impact - President Trump announced new tariffs effective October 1, 2025, including 100% on imported branded pharmaceuticals, 25% on heavy-duty trucks, 50% on kitchen cabinets, and 30% on upholstered furniture, aimed at protecting domestic industries [2][3] - The pharmaceutical sector reacted variably, with domestic companies like Merck, Eli Lilly, and Johnson & Johnson seeing stock price increases due to exemptions for those investing in US manufacturing [3][4] - Asian pharmaceutical stocks, particularly Indian firms, faced declines, with Sun Pharma's shares dropping 5% and Biocon's by 3.3%, while the Nifty Pharma index fell 2.54% [4] Heavy-Duty Truck Industry - The 25% tariff on imported heavy-duty trucks negatively impacted European manufacturers like Daimler Truck, which could face a €700-800 million earnings hit, while American manufacturer Paccar Inc. saw stock gains of 5-7% [5] - Volvo Group, manufacturing all North American trucks domestically, also experienced stock price increases of nearly 3% [5] Kitchen Cabinets and Furniture - The 50% tariff on kitchen cabinets and 30% on upholstered furniture led to mixed market reactions, with domestic manufacturers like MasterBrand benefiting, while import-reliant retailers like RH and Williams-Sonoma suffered declines [6] Semiconductor Industry - A proposed policy requiring a 1-to-1 domestic-to-imported chip ratio boosted US chipmakers like Intel and GlobalFoundries, whose shares rose by 5.5% and 9% respectively, while Asian competitors saw declines of 2-6% [7] Market Reactions - The Dow Jones Industrial Average reached an all-time high of 42,313.00, while the S&P 500 and Nasdaq Composite experienced declines of 0.50% and 0.55% respectively [10] - Analysts noted that Trump's trade policy is seen as a tool for redistributing competitive advantage rather than a universal shock, leading to selective investment strategies [11]

BRICS foreign ministers voiced concern over rising protectionism and unilateral trade measures, saying such actions threaten global commerce and marginalize the Global South https://t.co/y3lbLY4tOl ...

BEIJING (Reuters) -China's commerce ministry initiated an anti-dumping investigation into pecans imported from the United States and Mexico on Thursday, signalling more global trade tensions and increased friction with the two northern American nations. Beijing's move came as Mexico proposed to raise tariffs on goods across multiple sectors including textiles, steel and automotive from China and other countries, and as China and the U.S. eye further talks in a bid to ease their trade dispute. The inves ...

But the shift toward more protectionism in the Americas — a reversal from decades of globalization and close cross-border ties in the region — may not convince Trump to budge. While some countries have won tariff cuts and exemptions for certain goods, the US president has cast duties on steel as key to protecting national security and boosting domestic production of the alloy. His trade policies are bolstering the steel industry in the US while pummeling producers abroad, reshaping supply chains as companie ...

Group 1 - Chinese manufacturers are experiencing a surge in exports, with Indian purchases reaching an all-time high of $12.5 billion in August, shipments to Africa on track for a record, and sales to Southeast Asia exceeding pre-pandemic levels [1][19] - Despite the increase in trade, profits for Chinese industrial firms fell by 1.7% in the first seven months of the year, indicating that the surge in exports is not translating into higher profits [12] - The export boom is complicating China's efforts to shift its economy towards domestic consumption, as foreign officials urge Beijing to prioritize boosting the Chinese consumer [13][21] Group 2 - Countries are hesitant to impose tariffs on Chinese goods due to ongoing trade negotiations with the US, with only Mexico publicly responding by floating tariffs as high as 50% on certain Chinese products [2][4] - South Africa and other nations are opting for investment rather than punitive tariffs against Chinese imports, reflecting a cautious approach to trade relations with China [6][10] - China's diplomatic efforts, including rallying BRICS nations against protectionism, are aimed at preventing outright retaliation from other countries [9][10] Group 3 - The competitive nature of Chinese exporters allows them to absorb tariff impacts and find workarounds, making it difficult for foreign leaders to protect their economies from Chinese goods [17] - Rising shipments to Vietnam suggest a rerouting of goods to bypass US tariffs, while demand for high-tech Chinese innovations is driving recent trade increases [17][21] - Chinese firms are increasingly exporting to new markets, including Europe and Australia, as a strategy to mitigate the impact of slowing exports to the US [20][21]