Bloomberg Intelligence Trump Tariffs Spark Retaliation, Ukraine Talks
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Mar 12, 2025 
Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses the implications of President Trump's tariffs, which have drawn swift retaliatory actions from the EU and Canada. Oliver Crook, a Bloomberg Europe Correspondent, provides insights into the complex US-Ukraine ceasefire negotiations with Russia, revealing the precarious stance of Ukraine amid shifting military support. Scott Strazik, CEO of GE Vernova, emphasizes the intersection of tariffs and the burgeoning demand for AI in energy sectors, highlighting future trends in infrastructure and investment.
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Tariff Tactics
- Trump's tariff threats often precede negotiations and may not fully materialize.
- However, recent smaller tariffs suggest a shift towards implementation.
Government Shutdown Impact
- A potential government shutdown has limited market impact, as seen during the 35-day shutdown under Trump.
- The current situation hinges on Senate Democrats' decision regarding the funding bill.
Supply Chain Risk
- Investors should analyze supply chain risks due to tariffs.
- While Trump's initial statements are often strong, incremental tariffs are being implemented.