Marketplace All-in-One The end of 'de minimis' exemption, four months on
Dec 26, 2025
Diane Swank, Chief Economist at KPMG, and William Lee Adams, a BBC reporter, delve into the aftermath of the de minimis exemption ending. Swank analyzes rising precious metal prices and the dollar's decline, linking them to broader economic uncertainties. Adams reveals how logistics firms are thriving while smaller businesses struggle with the new shipping rules, sharing poignant stories of those impacted. The discussion highlights a complex shift in global trade dynamics and the ripple effects on consumers and sellers alike.
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Precious Metals Rally Tied To Policy Uncertainty
- Central banks and traders are shifting into precious metals amid policy and geopolitical uncertainty.
- Diane Swank links stronger gold and silver demand to a weaker dollar and reduced reliance on U.S. treasuries.
Dollar Decline Reflects Overvaluation And Uncertainty
- The dollar's fall reflects it being previously overvalued and rising policy uncertainty.
- Diane Swank warns ongoing uncertainty will keep economic indicators disconnected from how people feel.
AI Giants Prefer Licensing Over Full Buyouts
- Big tech often licenses startup AI tech or hires leaders instead of full acquisitions to avoid regulatory hurdles.
- Henry App highlights NVIDIA's deal with Grok as a non-exclusive licensing move typical in AI competition.