The double threat of new Trump tariffs, wave of port strikes is coming for the supply chain in early 2025

A double whammy of tariffs and strikes is coming for U.S. trade and the global supply chain in early 2025

Shippers and logistics companies are gaming out a complex early 2025 as President Trump may implement new tariffs as East, Gulf Coast ports start new strike.

Business - CNBC - 1 hour ago

Trump vow on new trade war sends shockwaves through supply chain, importers scramble to move up orders

President Trump's aggressive threats about new tariffs on imports are resulting in a scramble among shippers to get cargo into the U.S. sooner than planned.

Business - CNBC - November 7

U.S. Farmers Brace for New Trump Trade Wars Amid Tariff Threats

Despite their concerns, some farm operators still support the former president and prefer his overall economic plan.

Business - The New York Times - November 4

New EU directive puts global supply chains and sovereignty at risk

The EU's directive on corporate sustainability due diligence requires businesses to identify and address adverse human rights and environmental impacts, potentially leading to a regulatory ...

Politics - The Hill - October 21

Costco shoppers stocked up on supplies as hurricanes, port strike hit. The trend hurt sales in October.

The warehouse retailer says demand was “negatively affected” by “abnormal consumer activity” tied to the September events.

Business - MarketWatch - November 7

Could Trump’s Tariffs Lead to Higher Prices? Here’s What to Know.

The president-elect says that tariff is “the most beautiful word in the dictionary.” You may be hearing it a lot.

Business - The New York Times - November 7

Trump doubles down on replacing income taxes with tariffs in Joe Rogan interview

Vice President Kamala Harris has attacked the tariff policy proposed by Donald Trump, calling it effectively a "sales tax" on Americans.

Business - CNBC - October 26

Thousands displaced as Israel pounds Lebanon with new wave of strikes

Israel says strikes are targeting a Lebanese financial institution that "directly funds Hezbollah's terror," as thousands of civilians flee their homes.

Trump win and threat of more tariffs raises expectations for more China stimulus

Donald Trump's presidential win has raised the bar for Beijing's fiscal stimulus plans, expected Friday.

Business - CNBC - November 7

FirstFT: Trump’s first appointment

Also in today’s newsletter, Fed cuts rates and Citi revamps wealth banker pay

World - Financial Times - November 8

Cuban implies Trump's tariff threat having negative impact 'right now'

Billionaire and former Harris campaign surrogate Mark Cuban warned of the negative impact of President-elect Trump's tariff plans, which include a general tariff on imported goods and an additional ...

Politics - The Hill - November 9

Trump's tariff threats send U.S. companies scrambling for lobbyists and loopholes

In the days since President-elect Donald Trump won the presidential race, Nicole Bivens Collinson’s phone has barely stopped ringing.

‘Mass deportations would disrupt the food chain’: Californians warn of ripple effect of Trump threat

In 2023, state was nation’s sole producer of almonds, artichokes, figs, olives, pomegranates, raisins and walnuts. Take a drive through the Salinas or Central valleys in California and you’ll pass ...

World - The Guardian - November 11

U.S. port, union talks break down again over automation, with two months to go before potential strike

With roughly two months before union workers at East and Gulf Coast ports may begin a new strike, a fight over automated technology is slowing negotiations.

Business - CNBC - 6 days ago

Trump Tariff Plans Push Sunscreen Maker Edgewell to Lock in Chinese Chemicals Supply

The maker of Banana Boat and Hawaiian Tropic, as well as rival Neturogena manufacturer Kenvue, relies on heavily engineered chemicals that are hard to buy elsewhere.

Business - Inc. - November 8

Airbus sticks to aircraft production target despite supply chain woes

Board plans to propose renewing Guillaume Faury’s mandate as chief executive next year

Business - Financial Times - October 30

U.S. Drugmakers Are Breaking Up With Their Chinese Supply-Chain Partners

U.S. drugmakers and biotechs have come to rely on Chinese partners. Now, some of them are looking for alternatives as geopolitical tensions rise.

Business - The Wall Street Journal - November 1

U.S. Chip Toolmakers Move to Cut China From Supply Chains

Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.

Tech - The Wall Street Journal - November 4

Rolls-Royce sticks to outlook despite supply chain woes

UK aerospace group buoyed by post-pandemic surge in international travel

World - Financial Times - November 7

Piano maker Edelweiss finds the key to recalibrating supply chain

British business found a pandemic necessity inspired a grand reinvention

World - Financial Times - 6 days ago

Israel launches air strikes against Iran

Israeli military says the retaliatory attack targeted missile manufacturing plants and air defences

Business - Financial Times - October 26

Republicans look to push government funding fight into Trump's term in early 2025

Congress faces a Dec. 20 deadline to fund the government and avert a shutdown, with Republicans considering pushing it until President-elect Donald Trump takes office.

Trump tariff threat looms large on several Asian countries — not just China — says Goldman Sachs

Donald Trump's recent victory is likely to see looming tariffs on China — but it may not be the only country subject to tariffs, according to Goldman Sachs.

Business - CNBC - November 11

'Everyone is calling': Trump's tariff threats send U.S. companies scrambling for lobbyists and loopholes

Donald Trump campaigned on hardline tariff proposals that alarmed economists, corporate America and Wall Street.

Business - CNBC - November 12

A study says the global luxury goods market will shrink in 2025. Trump tariffs could make it worse

Global sales of personal luxury goods are forecast to shrink next year for the first time since the Great Recession in 2008 and the COVID-19 pandemic

World - ABC News - 6 days ago

Kroger and Walmart Deny ‘Surge Pricing’ After Adopting Digital Price Tags

Some members of Congress have expressed concerns that stores will monitor customers and raise prices. Business experts say the technology has not raised customers’ grocery bills.

Business - The New York Times - October 23

Middle East crisis live: France sees ‘window’ to end wars in Gaza and Lebanon after Trump victory

France’s foreign minister cites Donald Trump’s desire to see end of ‘Middle East’s endless wars’. Iran’s Foreign Ministry spokesperson has said the presidential election result in the US is a ...

World - The Guardian - November 7

Gas prices at one-year high in Europe amid Russian supply threat

Gazprom could stop flow of gas into continent as result of their legal battle with Austrian company OMV. Europe’s gas market rose by as much as 5% on Thursday to its highest price in a year after ...

World - The Guardian - 5 days ago

Pizza chain sparks protests for doubling down on dessert referring to ex-Mayor Marion Barry and drug use

Protesters are demanding an apology and a D.C. pizza shop has been vandalized amid the controversy over &pizza’s ad campaign that makes light of the late Mayor Marion Barry’s drug use.

D.C. pizza chain sparks protests for doubling down on ex-mayor's drug use

Protesters are demanding an apology and a D.C. pizza shop was vandalized for an ad campaign making light of the late Mayor Marion Barry’s drug use. &Pizza promoted a dessert called Marion Berry ...

Restaurant executives can't wait for 2025 after slow traffic and wave of bankruptcies

This year, restaurant bankruptcy filings soared, industry traffic declined and same-store sales disappointed.

Business - CNBC - 2 days ago

Trump's big tariff plans

Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story What Trump can do on tariffs without Congress Former President Trump is going all ...

Politics - The Hill - October 25

Bracing for Trump's tariffs

Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story Businesses brace for new Trump tariffs Companies are preparing for a spate of new ...

Politics - The Hill - October 30

Trump threatens Mexico with tariffs

Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story Trump threatens tariffs on Mexico over border crossings Former President Trump on ...

Politics - The Hill - November 4

This chart shows the tariff threat might be less than feared

Morgan Stanley strategists say that while the U.S. represents 26% of the revenue for the companies in the MSCI Europe, only 6.6% is goods exported to the U.S. from outside.

Business - MarketWatch - Yesterday

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