Keep pulling the thread on Donald Trump.
The Trump administration presented a plan for reciprocal tariffs that would increase the total tariff rate on Chinese goods to 54%, adding 34% to the existing 20%.
After the Trump administration detailed its reciprocal tariff plan, S&P and Nasdaq futures fell by 600 basis points from their post-announcement peak.
The Trump administration imposed a 25% tariff on automobiles, primarily affecting imports from Mexico, Canada, and Germany.
President Trump has declared that companies including Nvidia, Apple, TSMC, SoftBank, and OpenAI have committed to $6 trillion in new investments in the United States.
The Trump administration announced a plan to implement a minimum tariff of 10% on all imports from all countries.
The total value of the newly announced U.S. tariffs is estimated at approximately $750 billion, an increase from $77 billion last year and higher than the $600 billion estimate from Peter Navarro.
The Trump administration's new tariff plan includes exemptions for specific product categories, including pharmaceuticals and semiconductors.
The Federal Reserve recently revised its economic forecast, lowering its projection for GDP growth while increasing its forecasts for both inflation and unemployment by the end of the year.
In response to U.S. tariffs, China, South Korea, and Japan are reportedly planning to collaborate on a joint response.
European leaders, including French President Emmanuel Macron, are traveling to China to discuss closer trade negotiations in response to U.S. tariff policies.
Brad Gerstner predicts that the final negotiated value of the new U.S. tariffs will be between $300 billion and $400 billion, significantly lower than the initial announcements.
Bill Gurley is hearing concerns that Washington D.C. may take regulatory action to limit the use of the Chinese open-source model DeepSeek within the United States.