Exposure Trump's Tariffs

NHL commissioner says U.S.-Canada tariffs could affect league

NHL Commissioner Gary Bettman said the league could be affected by the trade tensions between the U.S. and Canada.

NBC News - 2h

Americans are racing to prep for tariffs, but many aren’t ready — especially this group

The sweeping tariffs that President Donald Trump has been talking about since he was on the campaign trail are finally here, and they’re arriving at a tough time for many Americans.

MarketWatch - 2h

Why Walmart’s warning may have more to do with weight-loss drugs than tariffs

Walmart’s stock fell Thursday as quarterly earnings were expected to decline for the first time in three years, with strength in groceries and GLP-1 drug sales continuing to pressure margins.

MarketWatch - Feb. 21

Steve Cohen says tariffs and DOGE's cuts are negative for economy, market correction could be soon

The CEO of hedge fund Point72 turned bearish for the first time in a while due to punitive tariffs, immigration crackdown and federal spending cuts.

CNBC - Feb. 21

Europe's luxury sector is showing signs of revival — but China weakness and tariff threats loom

The sector had an upbeat earnings season. But continued weakness in China and U.S. tariffs could leave even the most exclusive brands vying for share of pocket.

CNBC - Feb. 24

Apple announces $500 billion investment in US amid tariff threats that could affect the iPhone

Apple announced Monday that it plans to invest more than $500 billion in the United States over the next four years, including plans to hire 20,000 people and build a new server factory in Texas

ABC News - Feb. 24

Oil prices settle at lowest level of the year as tariff threat hurts demand outlook

Oil futures settled Tuesday at their lowest level of the year, with the economy and energy demand expected to take a hit from proposed U.S. tariffs on Canada and Mexico that may come into effect ...

MarketWatch - Feb. 25

Oil prices hold at 2025 lows on tariff fears, prospects for end to war in Ukraine

Oil futures settled lower Wednesday, with concerns over the global economic outlook and potential for an end to Russia’s war against Ukraine that could lift sanctions on Moscow prompting prices to ...

MarketWatch - 6d

Beacon Roofing sees ‘headwinds’ from tariffs and labor jitters from building contactors

“We held our guidance all year — not many industrial distribution companies did that,” CEO Julian Francis tells MarketWatch.

MarketWatch - 6d

Manufacturers boost durable-goods orders ahead of tariffs, but industry slump hasn’t ended

A key measure of business orders rose in January for the third month in a row, but it’s likely the sudden improvement reflects businesses rushing to buy parts and supplies ahead of potential U.S. ...

MarketWatch - 6d

U.S. trade deficit in goods balloons to record high as businesses race to avoid tariffs

The trade sector seems set to be a drag on headline GDP growth in the first quarter, but it is hard to estimate how much.

MarketWatch - 5d

‘I decided I was done’: Canada pizzeria boycotts US ingredients in tariff dispute

Gram’s Pizza owner and chef is boycotting US products after Trump threatened to add 25% tariff on Canadian goods. Tucked away in a former garage space in Toronto’s west end, Gram’s Pizza is usually ...

The Guardian - 5d

US tariffs on Canada and Mexico coming Tuesday but may not be 25%, commerce chief says

‘That is a fluid situation,’ Howard Lutnick says in first indication that administration may not impose full tariffs. Donald Trump ’s commerce secretary, Howard Lutnick, said on Sunday that US ...

The Guardian - 2d

Here’s what the U.S. exports to Canada and Mexico, as those countries threaten retaliatory tariffs

If the Trump administration follows through on its threat to impose new tariffs on imports from Canada and Mexico, America’s neighbors are expected to hit back with their own taxes on U.S. imports. ...

MarketWatch - 2d

CTA warns that tariffs could lower U.S. consumer purchasing power by $90B to $143B

The CTA warned today that the tariffs on foreign goods will fuel inflation and hurt U.S. consumer purchasing power by up to $143 billion.

VentureBeat - 1d

China retaliates with additional tariffs of up to 15% on some U.S. goods from March 10

China announced Tuesday it would impose additional tariffs of up to 15% on some U.S. goods from March 10 and restrict exports to 15 U.S. companies.

CNBC - 1d

How Does Warren Buffett Think Tariffs Will Affect the U.S. Economy? He Just Called Them an ‘Act of War’

President Trump says tariffs on Canada and Mexico will begin Tuesday. Here’s what Warren Buffett thinks of the idea.

Inc. - 1d

Tariffs will wipe out all profits for Detroit's Big Three if they don't raise prices, estimates Barclays

U.S. President Donald Trump’s recent levies could eradicate the profits of “Big Three” automakers General Motors, Ford and Stellantis, according to Barclays.

NBC News - 1d

Refiners' trade group: Tariffs won't make US energy secure, lower consumer costs

A refiners’ trade group knocked President Trump for his 25 percent tariffs on Canada and Mexico, both neighboring nations known for having the largest bilateral free trade agreements with the ...

The Hill - 22h

Best Buy CEO says tariffs make price increases for Americans highly likely

Tariff uncertainty is adding to the pressure on consumers caused by a long period of high inflation, sending the retailer’s stock toward its worst day in more than 3 years

MarketWatch - 22h

Canada, Mexico tariff deal could be in works, Lutnick suggests. Here’s what markets will watch.

A deal to roll back U.S. tariffs on Canadian and Mexican goods may be in the works, a top Trump administration official suggested Tuesday, as President Donald Trump prepared to give a major address ...

MarketWatch - 20h

S&P 500 wipes out postelection gains, Nasdaq flirts with correction on tariff fears

The tech-heavy Nasdaq Composite flirted with correction territory — defined as a drop of 10% from a recent high — on Tuesday, before trimming losses.

MarketWatch - 19h

Chinese manufacturers scramble to mitigate tariff pain amid an escalating global trade war

As Washington-Beijing trade tensions flare, Chinese manufacturers are scrambling for ways to adjust their supply chains and head off the escalating tariffs.

CNBC - 18h

China sets growth target around 5% despite threat from US tariffs

Beijing outlines fiscal spending plans amid lagging domestic consumption and mounting trade tensions

Financial Times - 13h

European Central Bank to make 'last easy rate cut' as tariffs, higher fiscal spending loom

Disagreement among policymakers may be set to increase as the neutral rate swims into view.

CNBC - 5h

Apple unveils new MacBook Air models with $100 price cut despite tariffs

The MacBook Air price cut comes as Apple's U.S. pricing is closely watched by both Apple customers and investors in response to tariffs.

CNBC - 2h

Oil touches lowest prices since September on tariff worries, OPEC+ output plans

Oil headed lower for a fourth straight session Wednesday, with crude prices hitting their lowest levels since September, on prospects for a global trade war that could dent demand and plans by ...

MarketWatch - 2h

Abercrombie & Fitch’s stock falls to 15-month low as retailer weighs tariff impact

Abercrombie & Fitch also approved a $1.3 billion share-repurchase program, including $400 million in 2025.

MarketWatch - 2h

'Fight to the end': China says it's ready for any 'type of war' with US after tariffs

China plans to slap retaliatory tariffs on some U.S. goods.

ABC News - 57m

Tariffs could drive up new home prices by as much as $22,000, research finds

Tariffs are expected to raise homebuilding costs, increasing prices for buyers.

CNBC - 59m

Trump and the Press

The president wants journalists to parrot his views and face consequences if they don’t.

The New York Times - 2d

Walmart's worst week since 2022: Retailer's former U.S. CEO Bill Simon thinks Wall Street is getting earnings, tariff risks wrong

Walmart is coming off a tough week after delivering a slowing profit growth forecast.

CNBC - Feb. 22

Latest in Exposure Trump's Tariffs

NHL commissioner says U.S.-Canada tariffs could affect league

Americans are racing to prep for tariffs, but many aren’t ready — especially this group

Why Walmart’s warning may have more to do with weight-loss drugs than tariffs

Steve Cohen says tariffs and DOGE's cuts are negative for economy, market correction could be soon

Europe's luxury sector is showing signs of revival — but China weakness and tariff threats loom

Apple announces $500 billion investment in US amid tariff threats that could affect the iPhone

Oil prices settle at lowest level of the year as tariff threat hurts demand outlook

Oil prices hold at 2025 lows on tariff fears, prospects for end to war in Ukraine

Beacon Roofing sees ‘headwinds’ from tariffs and labor jitters from building contactors

Manufacturers boost durable-goods orders ahead of tariffs, but industry slump hasn’t ended

U.S. trade deficit in goods balloons to record high as businesses race to avoid tariffs

‘I decided I was done’: Canada pizzeria boycotts US ingredients in tariff dispute

US tariffs on Canada and Mexico coming Tuesday but may not be 25%, commerce chief says

Here’s what the U.S. exports to Canada and Mexico, as those countries threaten retaliatory tariffs

CTA warns that tariffs could lower U.S. consumer purchasing power by $90B to $143B

China retaliates with additional tariffs of up to 15% on some U.S. goods from March 10

How Does Warren Buffett Think Tariffs Will Affect the U.S. Economy? He Just Called Them an ‘Act of War’

Tariffs will wipe out all profits for Detroit's Big Three if they don't raise prices, estimates Barclays

Refiners' trade group: Tariffs won't make US energy secure, lower consumer costs

Best Buy CEO says tariffs make price increases for Americans highly likely

Canada, Mexico tariff deal could be in works, Lutnick suggests. Here’s what markets will watch.

S&P 500 wipes out postelection gains, Nasdaq flirts with correction on tariff fears

Chinese manufacturers scramble to mitigate tariff pain amid an escalating global trade war

China sets growth target around 5% despite threat from US tariffs

European Central Bank to make 'last easy rate cut' as tariffs, higher fiscal spending loom

Apple unveils new MacBook Air models with $100 price cut despite tariffs

Oil touches lowest prices since September on tariff worries, OPEC+ output plans

Abercrombie & Fitch’s stock falls to 15-month low as retailer weighs tariff impact

'Fight to the end': China says it's ready for any 'type of war' with US after tariffs

Tariffs could drive up new home prices by as much as $22,000, research finds

Trump and the Press

Walmart's worst week since 2022: Retailer's former U.S. CEO Bill Simon thinks Wall Street is getting earnings, tariff risks wrong

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The Macron And Trump Bromance Returns

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Trump courts rich immigrants

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