Tariffs

As Trump’s tariff war reignites, everyone is assuming the dollar will continue its path lower. But the journey might be bumpy

President Trump’s comments about a new 50% tariff on copper rocked the metal this week

The US President sent 14 letters to various heads of state yesterday issuing new tariff rates and start dates

July 9 is approaching. Here are the deals on the table (that we know of)

With the June FOMC meeting coming up, the Fed remains unlikely to cut interest rates. Is this the right move?

Inflation ticked up, but less than expected

Analysts are lowering their earnings estimates for Big Tech, while BTC continues to outperform top names

Trump’s team is feeling positive headed into the trade negotiation meeting in London

The tentative agreement China and the US penned last month appears to be in a precarious position

New legal developments and renewed US-China tensions have traders wondering if a “TACO Tuesday” is in the cards this week

In a unanimous decision, the US Court of International Trade has ruled that Trump’s IEEPA tariffs are unlawful

After a weekend of tariff policy shifts, investors appear confident that trade deals are underway

Tariffs are now live and being collected. But what does data say about their initial impacts on the economy…and who’s footing the bill?

Even with an uncertain outlook thanks to tariffs, Big Tech executives are still ramping up their AI investments

Higher inflation historically lags behind tariff implementation, so don’t celebrate just yet

An improving outlook on tariffs is positive for cryptocurrencies, but a sustained rally is going to take movement on the regulatory front

Craig Fuller, CEO and founder of FreightWaves, breaks down how tariffs are and will impact shipping and inventories

However, they noted there’s now an increased risk that unemployment and inflation will rise in the coming months. 

Charts and takeaways from Tuesday’s jobs report and Wednesday’s GDP print, as the economy digests the tariff war

Investors are still waiting for more concrete signs that the US is working on trade deals with other countries

General Motors reported a decline in net income and withdrew its previous 2025 guidance

Microsoft, Meta, Amazon and Apple are slated to report Q1 earnings this week, and we’re watching one especially closely

Have markets been obsessing over the wrong Minsky?

It might be time to get out of US-denominated assets, writes Forward Guidance