Pharma tariffs ‘not a huge risk’ for domestic companies, says Mizuho’s Jared Holz
CNBC’s “Fast Money” team discusses the potential impact of pharmaceutical tariffs with Jared Holz, healthcare equity strategist at Mizuho.
tariffs,
Trump issues hard October 1 deadline for foreign companies: build U.S. factories or face crushing tariffs up to 100% on pharmaceuticals, 50% on kitchen cabinets, 30% on trucks and furniture
President Trump just made an announcement that will shake up global manufacturing. Foreign companies, including Taiwan Semiconductor, are now under pressure. Build factories in the U.S. or face massive tariffs. October 1 is the deadline. For pharmaceuticals, this is huge. A 100 percent tariff on any branded or patented drug entering the U.S. unless the …
$5 items from Canada are arriving with $50 fees thanks to UPS tariffs, import duties, and brokerage charges that leave buyers outraged
UPS and Canada shopping are a dangerous combination right now. If you are thinking of ordering anything from Canada, be careful. Tariffs are one thing—you might pay them, maybe even 100 percent. But the real shock comes from UPS. The fees they are adding are huge. People are reporting $5 items arriving with $50 in …
China Makes Bank off of US Tariffs
by David Haggith Thanks to US tariffs, money is flooding into Chinese trade like never before! China is now proving one of my statements from back in the days of Trump Tariffs 1.0 when I wrote that the formula for beating China in a tariff war was not to wage war on the whole world …
5 ways tariffs are hitting jobs and household budgets without you noticing.
This is a major problem. pic.twitter.com/ySUbrgtEhV — Spencer Hakimian (@SpencerHakimian) September 21, 2025 Companies that import, wholesale, or sell products are paying higher costs upfront, and that money has to come from somewhere. Many businesses are absorbing those extra costs, which shrinks their profits and leaves less room to invest or grow. With margins under …
China spent $3B on US soybeans last year, $0 this year. Trump tariffs take a bite out of farm exports
"Trump's tariffs have created a drop in sales of various agricultural exports, including soybeans. Data shows the US is losing out on billions of dollars in purchases from China, which spent over $3 billion on soybeans in the second quarter of 2024. So far China has spent $0 this… pic.twitter.com/CRpZg9sPPr — The Lincoln Project (@ProjectLincoln) …
Trump calls for 50-100% tariffs on China until the Ukraine war ends, says he is ready to impose major sanctions on Russia.
JUST IN – Trump calls for 50-100% tariffs on China until the Ukraine war ends, says he is ready to impose major sanctions on Russia. pic.twitter.com/3IMOr3vyna — Disclose.tv (@disclosetv) September 13, 2025 Stop buying Putin’s oil, buy mine instead.
So glad tariffs are paying off the debt.
The Treasury is burning cash faster than anyone admits. Gotta use that money to buy back treasuries, no liquidity in the system to keep the market afloat — Pugtato (@onlypugtatos) September 12, 2025 BREAKING: The US Treasury posted a $345 billion budget deficit in August, the largest monthly deficit of 2025 and the 2nd-worst August …
If foreigners were “eating” the tariffs you’d expect to see import prices drop. They’re not dropping
The receipts killed the fantasy. Import prices jumped instead of falling, which means tariffs landed on Americans, not on exporters. If foreigners were “eating” the tariffs you’d expect to see import prices drop They’re not dropping Focus on reality, ignore the narrative https://t.co/P3R4fimCns pic.twitter.com/cI5qmUGVSr — George Gammon (@GeorgeGammon) September 12, 2025 CBS News confirmed the …
How Much Money Have Trump’s Tariffs Raised? What’s the Impact?
Authored by Mike Shedlock via mishtalk, Let’s discuss Trump’s tax hike on US consumers and businesses. Penn Wharton Analysis of Tariff Revenue Effective Tariff Rates and Revenues Please consider the Penn Wharton Effective Tariff Rates and Revenues projection as of September 10, 2025. Key Points New tariffs have raised $80.3 billion in revenue between January 2025 …
Trump’s Tariffs Push America Toward Self-Inflicted Economic Catastrophe, Supreme Court Decision Could Ignite Fiscal Chaos
The United States faces an economic fault line few are willing to stare at, yet the cracks are widening visibly under policies that appear deliberately reckless, with consequences that could cascade across every sector of daily life and national finance, destabilizing supply chains, investment confidence, and ordinary household budgets simultaneously. President Trump has warned that …
Target is taking the actual retail tags off clothes and then charging more for the item because of Tariffs.
Target is doing the same thing that we caught Walmart doing which is taking the actual retail tags off clothes and then charging more for the item because of Tariffs. Target is doing the same thing that we caught Walmart doing which is taking the actual retail tags off clothes and then charging more for …
Tariffs meant to hurt China have backfired. Xi and Modi are joining forces and leaving the U.S. behind.
Global trade is changing fast, and our power is slipping away. If we keep pushing too hard, we may wake up to a world that no longer listens to us. Trump should take credit here too https://t.co/fdVSAEvGXa — Paulo Macro (@PauloMacro) August 31, 2025 Yikes. The tariffs are forcing countries to make new partnerships. We’re …
Trump hits India with 50% tariffs over Russian oil; India tells Trump “no thanks,” keeps buying Russian oil anyway
The penalty is real. The tariffs are live. At 12:01 a.m. EDT, the Trump administration doubled duties on Indian goods, jumping from 25% to 50% and hitting more than half of India’s exports to the United States. The White House cast the move as punishment for India’s continued purchases of Russian oil, framing every barrel …
Trump wants tariffs on all foreign furniture. Stocks in Wayfair, RH, WSM tank.
Will higher sofa prices really win back jobs in North Carolina and Michigan? BREAKING: Restoration Hardware stock, $RH, falls over -8% after President Trump announces a “major tariff investigation” on furniture coming into the US. pic.twitter.com/OZwTPJyzpZ — The Kobeissi Letter (@KobeissiLetter) August 22, 2025 “Furniture coming from other Countries into the United States will be …
Trump locks $1.3T trade deal with EU: tariffs gone, $600B US investments, $750B in energy buys.
It’s official. We have finalized our historic U.S.–EU Framework Agreement on Reciprocal, Fair, and Balanced trade. The EU has agreed to open its $20 Trillion market. The second largest in the world behind the great USA This deal: ➡️ Eliminates EU tariffs on all U.S. industrial goods, ➡️ Creates historic access to the vast European …
The European Union has agreed to eliminate all tariffs on industrial goods from the U.S. after reaching a trade deal
An early morning press release from the White House on Thursday announced that the European Union has agreed to eliminate all tariffs on industrial goods from the U.S. after reaching a trade deal. The White House released a press release announcing that both entities have reached an agreement on a Framework Agreement on Reciprocal, Fair, …
Tariffs are squeezing margins. Recession and job loss squeezing consumers
That earnings report was garbage. Now it’s being exposed. https://t.co/xnDHuxUjwZ — QE Infinity (@StealthQE4) August 21, 2025 They need to hike very soon before this runs away from them. PPI and inflation expectations both lead CPI. Prices paid are still rising. Tariffs coming in gradually and will unanchor expectations further. Just remember that I was …
Shiller PE near 40, Buffett indicator at 200 percent of GDP, and tariffs choke margins while consumer demand stalls
If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher than any other down turn in US history Report link: https://t.co/pxYDtGgI1a pic.twitter.com/z0oWH6yzhp — The Coastal …
Trump Blocks Gold Tariffs – But Can He Slow the Dollar’s Collapse?
Ending the confusion over gold tariffs steadied global markets – but the mounting national debt, inflation and a shaky dollar loom larger than ever. Could Trump’s interest in the gold standard hint at his plan to salvage the economy? By Peter Reagan Your News to Know rounds up the most important stories about precious metals …
US bankruptcies are surging past 2020 pandemic levels. Small companies can’t handle the tariffs. Consumer in tatters.
US bankruptcies are surging past 2020 pandemic levels, per Business Insider. What's going on? byu/AlphaFlipper inDegenBets In Wake of Trump Tariffs, John Deere Announces Mass Layoffs John Deere has been hit hard by President Donald Trump’s tariffs. The farm equipment manufacturer and industry bellwether just announced mass layoffs affecting more than 200 workers at three …
Trump hits households and businesses with 50% tariffs on 407 metal products
Trump slaps 50% tariffs on 407 more metal products Nails, pulleys, brackets, rails all get hit with no exemptions CBP confirms every entry taxed with no transit relief Trump’s tariff war just got bigger. Household basics like truck trailers, auto parts, nails, brackets, pulleys, and appliances now face 50% levies under expanded Section 232 rules. …
The PROOF Has Arrived: YOU and U.S. Businesses Are Paying Entirely for the Trump Tariffs
From CPI inflation earlier this week to skyrocketing producer inflation yesterday to stark proof today that foreign businesses are NOT compensating one bit for tariffs, YOU are the one getting stung! by David Haggith These tariffs are like a horror movie with unsuspecting victims. As I work on this weekend’s Deeper Dive that goes to …
PPI came in hotter than expected! Foreign producers refuse to cut prices despite tariffs
HOLY FCUK NEVER SEEN A HOTTER PPI OMG Expectation was .2 % It came in at 1% 😱 — tic toc (@TicTocTick) August 14, 2025 Blowout PPI pic.twitter.com/GIHSOuSS1o — TT3 (@TradingThomas3) August 14, 2025 PPI. pic.twitter.com/NYsazFsA0x — Heisenberg (@Mr_Derivatives) August 14, 2025 Core PPI has risen by 0.6% . The services sector inflation has risen …
Trump touts trillions from tariffs, and Bessent floats expanding export taxes, together creating the largest tax hike in American history.
“Trillions of dollars is coming in from tariffs.” – Trump https://www.msn.com/en-us/money/markets/trump-says-his-tariffs-collected-trillions-in-revenue-so-far-here-s-the-real-figure/ar-AA1KoVft Yeah. The largest tax hike in American history. Tariff imports are a tax on Americans. Now they’re thinking about taxing exports too. Insane. 🔴 US Treasury Secretary Bessent floats rolling out export tax to more industries – FT. — FinancialJuice (@financialjuice) August 13, 2025 …
Tariffs rake in $27.7B, but July spending wipes out the gains and burns $630B in 31 days. The US deficit is on pace to hit $3.5 trillion
US deficit hit $291B in July. That’s a $3.5 trillion yearly pace without a war or a recession. Just “normal” Washington spending. https://www.cbo.gov/system/files/2025-08/61304-MBR.pdf Tariffs brought in $25B. Trump called it “incredible revenue.” The same month, the government spent $630B. That’s pocket change against a tidal wave. https://www.crfb.org/blogs/tariffs-are-generating-meaningful-new-revenue Social Security payouts jumped $108B. Medicare and Medicaid …
Are Tariffs About to Flip the U.S. Economy? with Dale Smothers
from Kerry Lutz’s Financial Survival Network The U.S. labor market is facing one of the sharpest corrections in over a century, even as AI-driven productivity gains push markets forward. In this conversation, Kerry Lutz and Dale Smothers explore the strange duality of slowing job growth alongside investor optimism — and what it means for interest rates, mortgages, and …
Tariffs hit fast but CPI misses the full inflation story. Delayed price shocks from tariffs set to hit Americans this fall
Tariffs hit fast. Inflation moves slower but with purpose. The consumer price index (CPI) doesn’t capture the full story. When tariffs arrive, importers take the initial hit, but CPI only partially reflects that cost. It undervalues imported goods, ignores wholesale price spikes, and delays the real impact of healthcare and insurance through flawed measurements. In …
US companies shoulder most tariff costs while consumers face rising bills. Tariffs shift from imports to exports.
As of June 2025, the cost of Trump’s tariffs is split clearly: U.S. companies have absorbed 64% of the burden, foreign exporters took on 14%, and U.S. consumers already paid 22%. Goldman Sachs’ analysis confirms this breakdown through mid-2025, showing who is really bearing the tariff costs. https://deepnewz.com/tariffs/goldman-sachs-u-s-companies-absorbed-64-tariff-costs-consumers-share-to-rise-f9d46ce8 As of June, foreign exporters absorbed 14% …
Tariffs don’t budge the numbers but seem to rattle everyone else. Chinese PMIs stay oddly stable
If you've ever wanted evidence that Chinese data are completely made up, now's a good time for that view. The US imposed huge additional tariffs on China early this year. But China's GDP growth (black) is rock-solid and the PMIs also look suspiciously stable. This is fiction… pic.twitter.com/XLBC5GSgpC — Robin Brooks (@robin_j_brooks) August 10, 2025