Trump China Tariffs Set to Unleash Supply Jolt on US Economy
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Apr 28, 2025
23:20
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insights INSIGHT
Tariffs Trigger Retail Inventory Crisis
The 145% tariffs on Chinese goods cause retailers like Walmart and Target to cancel orders and reduce stock shipments. - This leads to lower inventory levels, potential shortages, and price increases soon affecting Main Street.
insights INSIGHT
Supply Chains Face Whiplash Risk
Supply chains face whiplash from abrupt order cancellations or surges, risking congestion similar to pandemic-era port backups. - The system cannot smoothly handle rapid volume changes, signaling short-term disruptions ahead.
insights INSIGHT
Tech Earnings Impacted by Macro Risks
Companies like Meta face pressure on ad pricing and impressions amid regulatory and macroeconomic challenges. - The worsening macro environment likely impacts tech earnings outlook despite AI investment.
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Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt Miller
Today’s Podcast Features are:
Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May.
Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate.
Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war.
Bloomberg Intelligence