US - Tariffs

[behappyalways]

Trump's tariffs changed 3 times in one week!
US stocks plummeted and Beijing criticized the US for being two-faced

川普關稅一週3變!美股慘摔避險 北京批美雙面人｜方念華｜FOCUS全球新聞20250307 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=u_04oMIrq9o

[winston]

Trump’s tariffs will slow China’s economy and impede global trade, OECD forecasts

Chinese economy is seen to grow 4.8 per cent this year, with any decline in demand felt across multiple industries and regions

by Igor Patrickin

China’s economy is set to slow further as a result of new tariffs imposed by US President Donald Trump, with global repercussions, the Organisation for Economic Cooperation and Development said on Monday.

According to the OECD’s latest outlook, the Chinese economy will likely grow by 4.8 per cent this year before slowing to a 4.4 per cent clip in 2026.

The organisation attributed part of the deceleration to the 20-percentage-point increase in tariffs imposed by the US on Chinese imports, which has triggered retaliatory action by Beijing.

Escalating tensions between the world’s two largest economies have elicited global concerns, with several experts apprehensive about the potential for a more protracted trade conflict than the one he started in his first term.

Source: SCMP

https://www.scmp.com/news/china/money-w ... e=homepage

[winston]

5 Sectors That Could Benefit From Trump’s Tariffs

by Karim Rahemtulla

1. Steel and Aluminum
Higher tariffs on imported metals (e.g., from China) could benefit steel and aluminum producers like Nucor (NUE) and Steel Dynamics (STLD).

2. Defense & Aerospace
A more protectionist stance could favor domestic defense contractors like Lockheed Martin (LMT) and Raytheon (RTX), especially if national security concerns justify tariffs on foreign-made components.

Northrop Grumman (NOC) is another company that primarily serves the U.S. Department of Defense, with limited international sales.

Huntington Ingalls (HII) is the sole builder of U.S. aircraft carriers, with business almost entirely tied to the U.S. government.

3. Energy (Oil & Gas)

Domestic companies like ExxonMobil (XOM) and Chevron (CVX) are in play.

For utilities, Duke Energy (DUK) is a regulated company with all operations in the U.S., benefitting from infrastructure spending.

4. Industrial Equipment
Companies like Caterpillar (CAT) and Deere & Co. (DE) are among the top domestic providers.

5. Food & Consumer Goods
McCormick & Company (MKC).
Post Holdings (POST), a packaged food company with a heavy focus on U.S. markets, including cereals, frozen foods and snacks.
TreeHouse Foods (THS) – a private-label food manufacturer mainly supplying domestic grocery stores.

Source: Wealthy Retirement

https://dailytradealert.com/2025/03/27/ ... s-tariffs/

[behappyalways]

Is customs tax coming?
The finance minister calls it "dirty 15 countries" and Hyundai Motor invests 21 billion

川關稅山雨欲來？財長喊「骯髒15國」 現代汽車投210億｜方念華｜FOCUS全球新聞20250325‪@tvbsfocus

https://m.youtube.com/watch?v=5KpPeclGkWc

[winston]

Trump presses advisers for tariff escalation ahead of April 2, Washington Post reports

In recent days, he has brought back the idea of a universal tariff that would apply to most imports, no matter which country they come from.

Trump has expressed regret over not implementing broader tariffs during his first term and has blamed advisers for persuading him to pull back.

The president has told advisers that tariffs are a win for the United States, bringing back manufacturing jobs and adding trillions in government revenue.

Earlier on Friday, Trump said that he was open to carving out deals with countries seeking to avoid US tariffs but those agreements would have to be negotiated after his administration announces reciprocal levies on April 2.

Source: Reuters

https://www.thestandard.com.hk/breaking ... st-reports

[behappyalways]

Trump's zero-sum game: Who wins and who loses in the tariff war between the US and Canada?
川普的零和博弈 關稅戰背後美加誰輸誰贏｜FOCUS午間新聞 20250327 ‪@tvbsfocus
https://m.youtube.com/watch?v=AE_JByUhR50


Trump imposes 25% auto tariffs, US imported cars may increase by NT$200,000, Asian stocks close in the red
川普祭25%汽車關稅 美進口車恐漲NT20萬 亞股收黑｜方念華｜FOCUS全球新聞20250327 ‪@tvbsfocus‬
https://m.youtube.com/watch?v=NtB3lJR587U

[behappyalways]

"Europe is very, very bad"
Trump's tariffs hit the EU

"歐洲非常非常惡劣" 川普關稅大刀砍向歐盟 #TVBS文茜的世界財經周報 20250330

https://m.youtube.com/watch?v=8IUU5emYnYE

[winston]

Trump's Liberation Day to fuel inflation, knock sheen off gold

White House aides had drafted a proposal to impose tariffs of around 20 percent on most imports to the United States, the Washington Post reported yesterday.

Trump had said his reciprocal tariffs to be announced today would include all countries, not just a smaller group of 10 to 15 countries with the biggest trade imbalances.

Source: Reuters

https://www.thestandard.com.hk/section- ... n-off-gold

[winston]

Factories around the world brace for Trump tariffs

China was one outlier, showing activity in the world’s second-largest economy picking up as factories rushed to get goods to customers before US tariffs took effect

Japan’s factory activity fell at the fastest pace in a year, while South Korea’s decline in factory activity also sped up and the Taiwanese read-out was weaker as well.

The front-loading of activity was also cited as a possible factor behind a bounce in Europe’s long-suffering manufacturing industry, where output rose for the first time in two years.

Source: Reuters

https://www.businesstimes.com.sg/intern ... mp-tariffs

[behappyalways]

Reciprocal tariffs will be fully implemented on April 2.
Trump: The US will be reborn.
Global GDP may drop by 25 trillion.

4/2全面開徵對等關稅 川:美將重生　全球GDP恐減25兆｜方念華｜FOCUS全球新聞20250401‪@tvbsfocus

https://m.youtube.com/watch?v=Fu3ZiMFNApU