Category: Tariffs
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Market Update
Corporate Investments and GrowthApple’s $600 billion US investment over 4 years faces skepticism due to its existing $55 billion annual investment in China, where 90% of its products are manufactured. Palantir’s quarterly sales reached $1 billion, growing 47% with $306 million in commercial revenue and $426 million from US government contracts, primarily defense and CIA.…
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Tom on Tariffs
Interesting talking points from Fundstrat’s Tom Lee Thinker Are Tariffs Inherently Inflationary? Rationale Hayek Yes (systemically) Tariffs distort price signals and cause misallocation—even without broad CPI inflation Keynes Maybe (contextual) Depends on demand, employment levels, and slack capacity Friedman No (not without money growth) Only money supply growth causes sustained inflation Tom Lee No (corporate…
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KKR Craving Clarity
KKR co-founder Henry Kravis said. They’re looking for certainty about where tariff policy is going. Also KKR trails public markets returns?!
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Building Costs
Matt is joined by two experts from Zonda (a leading housing data and insights company), Matt & Todd, to discuss how global tariffs are expected to raise material costs by up to 9%, even for companies that don’t directly import goods. The conversation covers how these pressures are reshuffling market share among building product brands,…
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Fed Chair vs. The World
Speech starts at 10:45 Jerome H. Powell, Chair of the Federal Reserve, addresses the Economic Club of Chicago, discussing the current economic outlook and the Fed’s dual mandate of maximizing employment and ensuring price stability. Powell outlines the resilience of the U.S. economy despite heightened uncertainties, acknowledging challenges arising from trade policy changes, inflation concerns linked…
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What the Ship?!
Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses US Tariffs with China and other countries; US Walks Out of IMO Climate Meetings; US, Panama, and CK Hutchinson; US Trade Representatives and Port Fees; and Red Sea.
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Debate
Larry Summers critiques the current tariff strategies, comparing them to dangerous work with a sledgehammer on a sensitive global economic machine. He highlights that various tariffs remain in place, including significant structural ones, and discusses the potential economic damage estimated by market reactions, suggesting a loss of around $30 trillion. Summers warns that these tariffs…
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Thiel on Tariffs
VC and Conservative/libertarian benefactor Peter Thiel on tariffs.
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Bean Tariffs
Joanna Kooi from the University of Illinois discusses the ramifications of newly imposed tariffs on soybean trade among the U.S., Brazil, and China, reflecting trade dynamics similar to those during Trump’s initial term. With the U.S. and Brazil making up over 80% of global soybean exports and China being the main importer, Brazil has ramped up its…
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“Italians make the pasta, and the Swiss make the watches…”
“Normally we think we know what’s gonna happen in the future. We normally assume the future will look mostly like the past…and usually it works because the world doesn’t change that much…the world has been shook up like a snowglobe by the events of the past few days…this is in flux…even if you know what…