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Brendan Murray, Sonic AI
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Brendan Murray
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Brendan Murray
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18
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18
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(18)
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Geopolitics
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Higher diesel, jet fuel, and general transportation prices are creating a slow-moving shock to the global economy.
Expert perspective
Brendan Murray
May 18
China is using future aircraft purchases as leverage in trade negotiations, committing to buy 200 Boeing planes now but indicating a total need for 750.
Expert perspective
Brendan Murray
May 18
Increased beef purchases by China are expected to tighten U.S. supply further and could lead to higher prices for American consumers.
Expert perspective
Brendan Murray
May 18
The United States is currently experiencing a beef shortage, which has driven the price of a pound of ground beef to almost $7.
Expert perspective
Brendan Murray
May 18
The recent agricultural deal with China, valued at approximately $30 billion, restores U.S. export levels to what they were four to five years ago.
Expert perspective
Brendan Murray
May 18
The average U.S. tariff rate on Chinese imports is currently about 20%, according to estimates from Bloomberg Economics.
Expert perspective
Brendan Murray
May 18
New tariffs resulting from Section 301 investigations could increase the average U.S. tariff rate on Chinese imports to over 30%.
Speculative
Brendan Murray
May 18
As part of a recent trade deal, China committed to purchasing $17 billion in agricultural products from the U.S., in addition to its existing annual purchase of 25 million tons of soybeans.
Expert perspective
Brendan Murray
May 18
The United States is preparing to implement a new wave of tariffs to replace those that the Supreme Court invalidated in February.
Expert perspective
Brendan Murray
May 18
The Trump administration intends to use new authorities from Section 301 investigations to replicate the tariff structure that the Supreme Court struck down.
Expert perspective
Brendan Murray
May 18
During a summit with the United States, Chinese President Xi Jinping emphasized building a relationship defined by "constructive strategic stability."
Expert perspective
Brendan Murray
May 18
Under Armour expects that its $70 million tariff refund will be partially offset by approximately $35 million in headwinds from increased fuel and energy-related costs.
Expert perspective
Brendan Murray
May 18
Temporary 10% U.S. tariffs, implemented after a Supreme Court ruling, are scheduled to expire on July 24th.
Expert perspective
Brendan Murray
May 18
The U.S. Trade Representative is conducting two major Section 301 investigations into China, focusing on industrial overcapacity and forced labor.
Expert perspective
Brendan Murray
May 18
The first stage of the U.S. tariff refund process will return about $36 billion of the total $166 billion owed to importers.
Expert perspective
Brendan Murray
May 18
Under Armour anticipates receiving an estimated $70 million in tariff refunds from the U.S. government.
Expert perspective
Brendan Murray
May 18
The new U.S.-China board of trade will review approximately $30 billion worth of non-sensitive, low-value goods for potential tariff reductions.
Expert perspective
Brendan Murray
May 18
The U.S. Customs and Border Protection agency is set to return approximately $166 billion to American importers for tariffs ruled illegal by the Supreme Court.
Expert perspective
Brendan Murray
May 18
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