Bloomberg Intelligence Trump Rattles Markets With Fresh Tariff Threats on EU, Apple
12 snips
May 23, 2025 
Gautam Mukunda, an Executive Fellow at Yale School of Management, joins the conversation to discuss Harvard University's lawsuit against the Trump administration over international student enrollment. He highlights how these policies could jeopardize American universities and the tech sector's competitiveness. The discussion also touches on Trump's tariffs targeting the EU and Apple, raising critical questions about trade relations and the future of manufacturing in the U.S. Mukunda provides a thought-provoking analysis of education and its ties to democracy.
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EU Sees Tariff Threat As Tactic
- The EU views Trump's 50% tariff threat as a negotiating tactic rather than an immediate imposition.
- Markets also interpret it as typical trade negotiation posturing, so impact remains contained for now.
Apple Faces Direct Tariff Threat
- Apple faces an unprecedented direct tariff threat targeting its manufacturing location.
- Bringing iPhone assembly to the U.S. is complex and costly, making a quick shift unlikely.
Harvard Faces Student Enrollment Crisis
- International student restrictions threaten Harvard's global leadership and financial strength.
- The administration’s action is likened to shooting itself in the stomach by harming U.S. higher education.