Tear Tariffs Threaten

China's steel exports expected to falter in 2025 as pain from tariffs spread

Steel producers in China face a double-whammy of mounting overseas tariffs and weakened domestic demand at home.

Business - CNBC - October 25

‘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

Foreign appliance maker on Trump tariffs: Risks, opportunities, ‘but mostly uncertainty’

A Swedish appliance maker with factories in the U.S. doesn’t know quite what to make of the possibility of new tariffs in a second Trump presidency.

Business - MarketWatch - October 25

Trump tariffs: Why stock-market investors are underrating impact

Donald Trump’s most unconventional policy proposal is also one he’s been most consistent in promoting: universal tariffs.

Business - MarketWatch - October 26

To our next president: Here’s how to use your tariffs

To the 47th president of the United States: Be clear about what you want, and if you must use tariffs, then at least make sure you get something in return.

Politics - The Hill - October 25

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

Tariffs hurt his business. He's voting for Trump anyway

Donald Trump's call for sweeping tariffs is resonating, as protectionism gains steam in the US.

FirstFT: Japan plunges into political chaos

Also in today’s newsletter, oil price falls and Franklin Templeton hit by record outflows

World - Financial Times - October 28

Trump’s Vast Tariffs Would Rock Global Businesses and Shake Alliances

Economists said Donald Trump’s plan to return trade barriers to levels not seen in generations would be “a grenade thrown in the heart” of the international system.

Business - The New York Times - October 29

What to know about Europe's tariffs on Chinese electric vehicles

The European Union has finalized its sharply higher customs duties on electric vehicles imported from China

Tech - ABC News - October 30

Europe Imposes Higher Tariffs on Electric Vehicles Made in China

The tariffs, some as high as 45 percent, are intended to protect Europe’s automotive sector, but they could escalate a trade war with China.

Business - The New York Times - October 31

Companies are increasingly talking about tariffs as Election Day nears

Republican presidential nominee Donald Trump described “tariff” as his favorite word earlier this month, and it’s increasingly a word that’s coming up in S&P 500 companies’ quarterly earnings ...

Business - MarketWatch - October 31

Airbus, With Eye on U.S. Race, Says It Will Be Ready for Higher Tariffs

The giant European airplane maker’s chief executive said it would pass along any higher charges to its customers.

Business - The New York Times - October 31

Businesses Ready Price Hikes on Imports to Offset Trump Tariff Costs

Many manufacturers and retailer relying on imports are already planning to pass on the added expenses from proposed protectionist duties to customers.

Business - Inc. - October 31

After six years of tariffs, small-business owners aren’t eager for more

Donald Trump wants to greatly expand import duties. Entrepreneurs who weathered his first round, which Biden largely left intact, say they’d have to raise prices to survive.

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

World - Yahoo News - November 1

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

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

Global ETFs slide as investors see Trump tariff policies hurting trade

Exchange-traded funds tracking international stocks broadly struggled as investors reacted to Donald Trump's victory.

Business - CNBC - November 6

Here’s what can stall Trump’s tax and tariff plans

Surging 10-year Treasury yields could temper Trump administration plans that risk growing the large U.S. deficit.

Business - MarketWatch - November 6

Markets look past Trump tariffs, but they could be ‘life or death’ for some companies

Donald Trump’s most consistent policy commitment is to tariffs, or taxes paid by U.S. importers of foreign goods.