FT News Briefing
Companies look for US tariff workarounds
Apr 8, 2025
Businesses are grappling with the fallout from U.S. tariffs, prompting creative strategies to alleviate impacts. The oil market is in turmoil, with prices hitting a four-year low, adding to recession fears. Experts predict the European Central Bank will cut rates to combat economic instability. Companies are adjusting their supply chains and exploring new tactics to navigate these turbulent waters. The implications of shifting tariffs on global markets are significant, and executives are strategizing to minimize risk.
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Quick takeaways
- Recent U.S. tariffs have led to significant market volatility, pushing investors toward safer assets amid recession fears.
- Companies are creatively using valuation strategies to lower customs values, potentially saving over 20% on tariffs despite regulatory challenges.
Deep dives
Market Volatility Driven by Tariffs
Recent fluctuations in equity markets have been largely influenced by U.S. tariffs, particularly those announced by President Trump. The S&P 500 experienced significant swings, nearly dropping into bear market territory before slightly recovering on rumors of a tariff pause. This uncertainty has increased interest in safe haven assets, creating volatility in markets such as gold and government bonds, with ten-year U.S. Treasury yields seeing their largest daily increase since 2022. As Trump threatened further tariffs, the overall market sentiment remains tense, reflecting concerns over potential economic slowdowns caused by ongoing trade tensions.
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