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

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 - 3 days ago

Goldman Sachs cuts European growth and earnings forecasts as Trump tariffs loom

The Trump regime will hit European economic growth and reduce company earnings, though the continent’s defense sector may prosper.

Business - MarketWatch - 6 days ago

‘Trump Trade’ of Large Tariffs and Deficits Looms as Market Braces for 2024 Election

As investors have focused on the potential fiscal and economic impact of the Republican candidate’s proposals, yields on Treasury debt have risen.

Business - The New York Times - October 25

China urges U.S. cooperation as Trump trade threat looms

China emphasized the need for greater cooperation with the U.S. a day after it became clear President-elect Donald Trump would be the next U.S. president.

Business - CNBC - November 7

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

Investors should buy dividend futures, Goldman Sachs says

Goldman Sachs said dividend rates currently priced into the market are well below the rates expected by analysts.

Business - MarketWatch - October 21

Steve Madden to slash China sourcing by as much as 45% as Trump's tariff plan looms

Retailers and brands have already made a push to diversify sourcing because of tariff risks and supply chain disruptions.

Business - CNBC - 6 days ago

Inside Goldman Sachs’ years-long power struggle over its China venture

A deal with a prominent Chinese banker gave the US group market access, but securing full control cost a lot more than it expected

Business - Financial Times - 11 hours ago

Steve Madden says it will cut production in China to avoid Trump tariffs

The footwear- and accessory-maker says it already has a plan in place to reduce its reliance on imports from China.

‘FOMO’ could help drive stocks higher after the election, one top Goldman Sachs strategist says

The upcoming U.S. election has helped inspire a sense of foreboding on Wall Street, judging by the still-elevated level of the Cboe Volatility Index, otherwise known as the VIX or the stock ...

Business - MarketWatch - October 28

The 3 biggest passive-investing myths Goldman Sachs says investors need to get over

Over the years, passive investing has been accused of being “worse than Marxism,” and of leaving markets “fundamentally broken.”

Business - MarketWatch - November 5

The market’s in reflation mode. Goldman Sachs says replacing bonds works in times like this.

Markets have priced in the strongest reflationary environment in at least 24 years. Here’s what Goldman Sachs says worked before

Business - MarketWatch - 3 days ago

China directs automakers to halt investments in EU countries supporting EV tariffs

World - Yahoo News - November 1

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

COP29 Begins With Climate Finance, Absent Leaders, and Trump Looming Large

The annual UN climate summit has kicked off in Baku, Azerbaijan, with lofty goals, but many global leaders missing.

Tech - Wired - 2 days ago

With Trump Tariffs Looming, Businesses Try to ‘Run From a Moving Target’

Companies are filling their warehouses or looking into moving factories as they weigh President-elect Donald J. Trump’s threats to impose tariffs on foreign goods.

Business - The New York Times - 5 days ago

U.S. Businesses Work to Limit Costs of Looming Trump Tariffs

Companies are rushing to stock up reserves of goods and create new supply chains to avoid the worst of anticipated costs.

Business - Inc. - 2 days ago

I.M.F. Says Inflation Fight Is Largely Over but Warns of New Threats

The International Monetary Fund said protectionism and new trade wars could weigh on growth.

Business - The New York Times - October 22

UK must offer Trump concessions on China to avoid tariffs says senior MP

Labour’s Liam Byrne argues government needs to address US concerns about economic security

World - Financial Times - 3 hours ago

Bond investors position for new debt from Goldman Sachs and Morgan Stanley

Bond investors — who have sent spreads on the debt of the big U.S. money-center banks to their tightest levels of the year — are now positioning for new issuance, with Goldman Sachs and Morgan ...

Business - MarketWatch - October 16

Apple, Goldman Sachs Ordered to Pay $89 Millions Over Transaction Disputes

The Consumer Finance Protection Bureau ordered the two to pay out over Apple Card disputes.

Business - Inc. - October 23

Goldman Sachs managing director makes the case for a modified low-volatility ETF

Laurene Azoulay describes an indexing approach that enables U.S. investors to broaden their global exposure with a low-volatility stock-selection strategy that encompasses three other factors.

Business - MarketWatch - October 30

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

FirstFT: Trump’s first appointment

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

World - Financial Times - 6 days ago

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 - 5 days ago

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.

Trump tariffs loom over retail earnings as Home Depot points to ‘industry-wide impact’

Home Depot Inc.’s third-quarter results this week gave a glimpse into the looming issue of tariffs for major U.S. retailers.

Business - MarketWatch - 23 hours ago

Asia braces for steep China tariffs in second Trump term

Former president has outlined plans to revive trade war with Beijing and questioned backing for Taiwan

World - Financial Times - November 6

Tariffs, tech and Taiwan: how China hopes to Trump-proof its economy

With $500bn worth of trade in the crosshairs of Donald Trump’s tariffs, Xi Jinping is preparing for four more years of unpredictability. China is bracing itself for four years of volatile relations ...

World - The Guardian - 6 days ago

What could Trump's return, and his tariffs, actually mean for China?

Could the tariffs Trump's threatened to slap on Chinese imports backfire and help Beijing? Some experts say they will.

Trump invokes economy, public safety and 'China virus' during Asian American rally in Vegas

At his first campaign rally targeting the Asian American and Pacific Islander community this election cycle, former President Donald Trump took the stage Thursday evening in Las Vegas with a speech ...

Ramaswamy says top priority for Trump is 'uniting the country'

Former GOP presidential primary candidate Vivek Ramaswamy said “uniting the country” is a top priority for President-elect Trump. “I think he cares about uniting the country. I think that is Donald ...

Politics - The Hill - 3 days ago

Here's why Goldman Sachs' gloomy 10-year stock market forecast is no reason panic

The research emphasizes the importance of the kind of stock picking we do.

Business - CNBC - October 22

Apple and Goldman Sachs ordered to pay more than $89 million for Apple Card failures

Apple and Goldman Sachs were fined more than $89 million for mishandling consumer disputes of Apple Card transactions, the CFPB said.

Business - CNBC - October 23

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