Bloomberg Businessweek Challenging Tariff Turmoil Facing Companies and Investors
34 snips
Apr 3, 2025 
Peter Atwater, President of Financial Insyghts and author, shares his expertise on market behavior influenced by tariffs. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, offers a keen investment outlook amid economic uncertainties. They discuss how U.S. tariffs challenge companies and reshape global supply chains. The conversation highlights the fragile investor confidence and the need for adaptive strategies in a shifting economic landscape, emphasizing diversification and sensitivity in investment decisions.
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Supply Chain Rethinking
- CEOs have been reevaluating global supply chains since 2020, prompted by disruptions.
- Recent tariff news adds uncertainty, causing CEOs to delay major decisions.
Executive Challenges
- Executives face challenges due to tariffs on goods manufactured in various countries.
- Moving manufacturing back to the U.S. is difficult and costly, so executives explore other options.
Globalization Pullback
- The U.S. benefited from its global role after World War II but now faces a potential pullback from globalization.
- This pullback is driven by the administration, not by business leaders who operate globally.
