Bloomberg Intelligence
Trump China Tariffs Set to Unleash Supply Jolt on US Economy
Apr 28, 2025
23:20
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Quick takeaways
- The sharp decline in cargo shipments from China due to high tariffs is forcing U.S. companies to urgently replenish inventories.
- Upcoming tech earnings reports are crucial for understanding market reactions to tariffs and economic uncertainties affecting major firms.
Deep dives
Trade Negotiations and Tariffs
Current trade negotiations between the U.S. and multiple countries are expected to produce interim agreements, rather than fully-fledged trade deals. Key trading partners like India, South Korea, and Japan are likely to be at the forefront of these discussions, aiming to reduce various tariffs and barriers with the U.S. However, the major obstacle remains China, where formal discussions are stalled. The absence of a trade deal with China continues to loom large, as it constitutes a significant part of the trade imbalance that the U.S. is seeking to amend.
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