Podcasts about tariffs

Erin and Alyssa discuss the latest on the fertility clinic bombing in Palm Springs, the horrific consequences of Georgia's strict 6-week abortion ban, and the Liver King. Then The Atlantic's Sophie Gilbert joins to chat about her new book Girl on Girl: How Pop Culture Turned a Generation of Women Against Themselves, they talk about everything from the impact of Spice-Girls-feminism to the rise of the #girlboss. Girl on Girl: How Pop Culture Turned a Generation of Women Against Themselves by Sophie GilbertGeorgia mother says she is being forced to keep brain-dead pregnant daughter alive under abortion ban law (NBC News 5/15)25-year-old suspect in fertility clinic bombing left behind ‘anti-pro-life' writings, officials say (AP 5/18)Trump tells Walmart to ‘eat the tariffs' as retailer expects prices to increase (CNN 5/17)Walmart Selling Solid Gold Bars Is the Recession Indicator We Didn't See Coming (Rolling Stone 5/16)Judge overturns Michigan's 24-hour waiting period before an abortion (CNN/AP 5/13)The Tech Guys Are Fighting. Literally. (NYT 5/16)The ‘Manosphere'? It's Planet Earth. (NYT 2/1)The Liver King story chillingly shows how bad role models are manufactured (The Independent 5/13)

Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Serena: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: Today we'll discuss Morgan Stanley's midyear outlook for the global economy and markets.It's Wednesday, May 21st at 10am in New York.Seth, you published a year ahead outlook last November. Since President Trump took office back in January, there's been pretty significant policy and economic uncertainty and quite a few surprises. With this in mind, what is your current outlook for the global economy for the second half of this year and into 2026.Seth: So, we titled the outlook Skewed to the Downside because we really do think the U.S. economy, the global economy, is set to slow meaningfully from where we were coming into this year. Let's start with the U.S.As you said, policy changes came in a lot this year since the new administration took over. I would say the two key ones from a macro perspective so far have been trade policy and immigration policy.Tariffs have gone up, tariffs have gone down, tariffs have been suspended. Right now, what we think is going to ultimately take place is that we will see persistent, notable tariffs on China, lower tariffs on the rest of the world, and then we'll have to see how things evolve. What does that mean? Well, it means for the U.S. higher inflation and lower growth. In addition, immigration reform means that growth is going to slow because the growth rate of the labor force is going to slow.Now around the rest of the world, the tariff shock matters as well. When the U.S. puts in tariffs on its imports from other countries, that's negative demand for those other countries. So, we're looking for pretty weak growth in the euro area. Now, I will note, lots of people were excited about possible expansionary fiscal policy in Germany, and we think that's still there. We just don't think it's enough to give the euro area robust growth.In Asia, China's a main driver of the economy. China is a big recipient of these tariffs. We think the deflation cycle that we expected in China keeps going on. This reduction in demand from the U.S. is not going to help, but there'll probably be a little bit at the margin offsetting fiscal policy.So, what does that mean put together? Lackluster growth in China. Call it 4 percent slow growth for yet another year. Overall, the global economy should step down. Will it be a recession? That's one of the key questions that we hear from clients, but we don't think so. Not quite. Just a meaningful step downSerena: Interesting. Any particular regions that seem to be bright spots or surprises -- or perhaps have seen the biggest shift in your outlook?Seth: I guess I'd flag two potential bright spots around the world. The first is India. India has been, for us, a favorite. It will have the highest growth rate of any economy that we have in our coverage area. And because it's such a big economy, that's part of why the global economy can't lose that much steam. India has lots going for it. There are cyclical factors boosting growth in the near term. But there are also longer-term structural policy driven reasons to think that Indian growth will stay solid for the foreseeable future.I guess I'd also throw in Japan. Now its growth rate isn't going to be anywhere near the kind of growth in number terms that we're going to see from India. But this has to be taken in the context of 25 years of essentially zero growth of nominal GDP. The reflationary cycle that we think started a couple years ago remains intact, even with the tariff shock. And so, we're pretty optimistic still that Japanese reflation will continue.Serena: And to what extent are U.S. tariffs contributing to global inflationary pressures? I mean, how do you expect the Fed and other central banks to respond?Seth: The tariffs are imposed by the United States on most of the imports coming into the country, whereas other countries, maybe they have some retaliatory tariffs just against the U.S., but definitely not as broad as the U.S. That means for the U.S. tariffs are going to drive up inflation domestically and drive down growth, whereas for the rest of the world, it's mostly just a negative demand shock. So, they will be disinflationary for the rest of the world and pushing down growth.What does that mean for central banks? Well, outside of the U.S., central banks are going to see this as slowing aggregate demand, and so it's pretty clear what it is that they want to do. If they were hiking, they can stop hiking. If they were going to hold steady, they can lower rates a little bit. And if they were already lowering interest rates like the European Central Bank, well they can probably keep going with that without having to worry. And that's why we think the ECB is going to lower its policy rate to probably 1.5 percent and maybe even lower, which is below where the market is expecting things.Now for the Fed, things are much more tricky. The Fed cares about inflation, the Fed cares about U.S. growth, and both of those variables are going in the opposite direction of what they want over the rest of this forecast. Right now, inflation's too high for the Fed, and history shows that inflation goes up first with tariffs before the growth rate hits. So, the Fed's probably going to wait until the hard data show a bigger slowdown in the economy, a worsening. And the labor market. That is a bigger concern for them than the already too high inflation that is set to rise further over the rest of the year.Serena: And in your view, how does trade policy uncertainty influence business investment, particularly in export-oriented industries or in economies tightly linked to U.S. demand?Seth: Yeah. I think it has to be negative and therein lies one of the biggest challenges is just how negative. And I can't say for sure. But what we do know is that an uncertainty tends to be very negative for business investment spending decisions. If you're trying to make a decision, should I build a new factory?This is something that's going to have a long life to it, and you're going to get benefits hopefully for several years. How big are those benefits relative to the cost? Well, right now it's not at all clear, and so there's an option value to waiting.And we think that uncertainty is depressing investment decisions right now. I think it has to affect export-oriented industries. There's a lot of questions about what sort of retaliatory tariffs, other countries might impose.But it also affects domestic driven businesses because, well, they're going to have to see what their demand is. And some of the ones that are just focused on the U.S. economy are selling imported goods. So, it affects businesses across the board. Serena: Right. And how do U.S. tariff hikes spill over into emerging markets, and how might these countries buffer against these shocks?Seth: Yeah, I think there's a range of outcomes and the range is as wide as there are different countries. If you stay close to home. Take Mexico. Mexico is a big trading partner with the U.S. and early on in this whole tariff discussion, they were actually the targets of lots of tariff threats. That could have hurt them directly because there'd be less demand for their exports to the United States.Now we've got some resolution. We have the trade agreement with Canada and Mexico, and most of Mexico's exports to the U.S. are exempt under those conditions. However, the indirect effect is important as well. Mexico is very attached to the U.S. economy, and so as the U.S. economy slows because of these tariffs, the Mexican economy will slow as well.But there's also an indirect effect through currency markets, and I think this is a channel that's more broadly applicable across EM. If the Fed is going to be on hold, like we think holding interest rates higher for longer than the market might currently think, that means that EM central banks who might want to lower their policy rate to support their economy are going to be caught in a bit of a bind.They can't afford to take the risks that their currency will misbehave if they ease too much too far ahead of the Fed. And so, I think there is a little bit of a constraint for EM central banks, thinking about how much can I attend to domestic matters and how much do I have to pay attention to external matters?Serena: Now, I know forecasting economic growth is difficult in even the best of times, and this has been a period of exceptional volatility. How are you and your economic colleagues factoring all of this uncertainty?Seth: It's a great question and luminary minds like Neils Bohr, the Nobel Laureate in physics, and Yogi Berra, everyone's favorite prophet, have both said, ‘Forecasting is hard, especially about the future.' And this time, as you note, is even more so. So, what can we do? We try to come up with as many different scenarios as we can. We ask ourselves not just what's the most likely outcome, because there's uncertainty. The policy changes could come fast and furious. We also try to ask ourselves, if tariffs were to go back up from where they are now, how would that outcome turn out. If tariffs were to go away entirely, how would that turn out?You have to start thinking more and more, I think, in terms of scenarios.Serena:  And does this, in your view, change how much or how little investors should focus on the macro economy?Seth: Well, I think it means that investors have to focus every bit as much on the macro economy as they have in the past. I think it's undeniable that if we're right – and the U.S. economy slows down materially, and the global economy slows down with it – longer-term interest rates are probably going to come down along the lines of what our colleagues in interest rate strategy think. That makes a lot of sense to me. I think the trickier part though is knowing where the macro economy is going.We've got our forecast, but we are ready to make a revision if the facts change. And I think that's the trickier part for investors. The macro economy still matters but having a lot of conviction about where it's going, and as a result, what it means for asset prices? Well, that's the trickier part.Serena, you've been asking me lots of questions and they've been great questions, but I'm going to turn the table. I'm going to start asking questions right back to you.But we probably have to save that for another episode. So, let's pause it there.Serena: That sounds great Seth.Seth: And to the people listening, I want to say thanks for listening. And if you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted). But what does all of this mean for crypto? On this week's Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down: Why the Moody's downgrade doesn't mean much for markets Whether Fed rate cuts are now further off than expected Why Alex says Coinbase is a “horrible product” despite S&P inclusion How stablecoins tie into U.S. geopolitical strategy Whether Circle should sell to Coinbase And what the altcoin ETF delay really tells us Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram's wild anecdote about workers gaming unemployment benefits. Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Macro Reuters: Moody's downgrade intensifies investor worry about US fiscal path USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices Coinbase Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say CNBC: Coinbase joining S&P 500, replacing Discover Financial Stablecoin bill Unchained: Stablecoin Bill Passes Key Hurdle: Dems Join GOP to Deliver a Crypto Win Timestamps:

The Port of Los Angeles says 20% of container shipments this month were canceled in the wake of President Donald Trump's tariffs. Even though those tariffs were temporarily lowered, June is also looking to be a light month for shipping into that port. We'll hear what could be ahead, as well as how U.S. companies are responding to all the tariff back-and-forth. Also: What will the GOP's tax bill mean for taxpayers' bottom line?

The Port of Los Angeles says 20% of container shipments this month were canceled in the wake of President Donald Trump's tariffs. Even though those tariffs were temporarily lowered, June is also looking to be a light month for shipping into that port. We'll hear what could be ahead, as well as how U.S. companies are responding to all the tariff back-and-forth. Also: What will the GOP's tax bill mean for taxpayers' bottom line?

Rogers for America with Lt. Steve Rogers – This letter addresses concerns regarding those in power, such as politicians and dictators, and emphasizes the significance of addressing corruption through prayer. It highlights the importance of spiritual resilience and seeking divine guidance during uncertain times. The letter also addresses topics such as the impact of tariffs, anger among Canadians towards...

Supply management may not line up with free market principles, but the fruits of it to this point have been positive for Sean Smith and his family. These strategies have helped the to remain profitable at a scale a family can manage. They have also freed them up to experiment with some more regenerative practices....

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Direct Payment Update4:30 Wheat Rally6:13 Russia Wheat Weather7:24 Corn Belt Rains9:53 China Soybean Imports11:35 China Buys More Gold

Ever been burned by finance companies, I know I have. So often as small minority owned businesses we do not get the best rates, offers or just out right get taken advantage of because of what we don't know. Thanks to our new partner, Encore Funding we are now bringing you a trusted source for government contract financing. With more than $500M in funding going to minorities alone in 2024 Encore is here to support your business. Visit encoregov.com for information on how to apply.   In this episode, I sit down with UCLA professor Dr. Chris Tang, a global supply chain expert with 40 years of experience, to unpack the real-world impact of the US-China trade war, the CHIPS Act, reshoring, and how global supply chain shifts are playing out on the ground. Dr. Tang breaks down why reshoring manufacturing isn't as easy—or as affordable—as we think, and how automation, tariffs, and labor shortages are rewriting America's industrial future. We also dive into the deeper issue affecting our society—why men are falling behind in education and the workforce, and what that means for the next generation. This episode goes beyond economics—it's about rebuilding America with intention, strategy, and heart. Whether you're a small business owner trying to navigate red tape, or just someone wondering how global events affect your day-to-day, you'll want to hear this. Linkedin: https://www.linkedin.com/in/christophertang1/ Company Linkedin: https://www.linkedin.com/company/informs-2/  Website: https://www.informs.org/ 

Ireland has become a major base for US pharma companies, including Pfizer, Eli Lilly and Johnson & Johnson. That's bolstered the economies of individual towns and played a role in the country's massive budget surplus. Now, US President Donald Trump's tariff threats are bringing a dose of uncertainty. The FT's Ireland correspondent Jude Webber traveled to the town where the world's supply of Botox is produced to see what impact potential pharmaceutical tariffs might have on the country. Clips from WKYC, The Journal, Bloomberg- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Trump tariffs bring furrowed brows to Ireland's Botox townTrump's tariffs threaten Ireland's pharma fortuneIreland's luxury problem: what to do with its €8.6bn surplus- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Jude Webber on X (@jude_webber), or on Bluesky (@judewebber.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

On today's podcast episode, we discuss how tariffs are impacting the circular economy, if these trends will stick around, and which companies stand to benefit. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Sky Canaves and Analyst Rachel Wolff.   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here:  https://www.emarketer.com/content/podcast-reimagining-retail-will-tariffs-make-secondhand-first-choice   © 2025 EMARKETER   Founded in 2013, GIPHY is the visual platform where creators and brand partners make everyday expression a little more moving. Now, GIPHY Ads enables brands to connect with audiences through ads people share, not just see. GIPHY reaches over 1+ billion users daily, serving 14+ billion pieces of short-form content every day. For more, head to ads.giphy.com.  

It's late spring, which means it's the perfect time to get outdoors and head to a vineyard. But this year, there's something else in the air: the threat of tariffs driving up the cost of imported wine. Dave McIntyre from the Washington Post is here to tell us which local wineries are worth the drive, and how to not break the bank. Want some more DC news? Then make sure to sign up for our morning newsletter Hey DC. You can also become a member, with ad-free listening, for as little as $8 a month. Learn more about the sponsors of this May 21st episode: Folger Shakespeare Library PaintCare The Pew Charitable Trusts Nace Law Group Silver Mirror Facial Bar - Use CITYCAST30 for $30 off your first facial Interested in advertising with City Cast? Find more info HERE. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alex Lawson, Social Security Works' Executive Director, is on Capitol Hill confronting Reps like Miller-Meeks, who are cutting Medicaid, Medicare, and SNAP while raising tariffs on the working class.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Caller shocked that tariffs caused doubling or more of many 'dollar' store prices and shrinkage. Joe Walsh on whether MAGA & the Republican Party will change or continue to be fooled by Trumpism.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

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Over the weekend, President Trump told retailers to “eat the tariffs” after Walmart warned of price hikes spurred by the trade war. Across the country, retailers are making tough calls when it comes to tariff costs. So why is Home Depot in a better position to keep prices stable than Walmart? Also in this episode: stablecoins inch closer to bank distribution, turbine backlog slows energy sector growth and we get some advice on what to buy before more tariffs kick in.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org and consider making an investment in our future. 

Dirty Stories! Too dirty to write in the description. Trust me. Our Stuff: - http://www.patreon.com/tuesdays   - youtube.com/tuesdayswithstories   - Check out Joe List on Punch Up Live for tour dates, videos, buying tickets and more! https://punchup.live/joe-list - Support the show and get your first month of BlueChew free. Use promo code TUESDAYS at https://www.bluechew.com - This episode is brought to you by BetterHelp. Give online therapy a try and get on your way to being your best self at https://www.betterhelp.com/tuesdays - Get 50% off plus free shipping on your first Factor box. Use code TUESDAYS50OFF at https://www.factormeals.com/TUESDAYS50OFF

In episode 1866, Miles and guest co-host Pallavi Gunalan are joined by comedian, writer, journalist, activist, and host of The Bitchuation Room, Francesca Fiorentini, to discuss… Trump’s Tax Bill, Trump Demands Major Investigation Into Springsteen, Beyonce and Oprah For Their Work For Harris? Dystopia Corner - The ICE Reality Show Is a Real Thing? And more! Trump’s Tax Bill How Trump's 'bribe now, pain later' budget scheme hit a surprise roadblock Trump Demands Major Investigation Into Springsteen, Beyonce and Oprah For Their Work For Harris? Dystopia Corner - The ICE Reality Show Is a Real Thing? ICE Barbie Kristi Noem is backing insane reality TV show where immigrants compete for fast-tracked citizenship LISTEN: I Dreamed I Dream by Sonic YouthSee omnystudio.com/listener for privacy information.

The U.S. economy is in flux. And for millions of Americans, a new line item in their budget includes repaying federal student loans.Making ends meet isn't just tough for student loan borrowers. Groceries cost a lot more now than they did in 2020. Tariff disputes make it difficult to plan future purchases and they can make it harder to find everyday items at affordable prices. Housing — whether it's your mortgage or rent — remains expensive. And the job market — well that's tough, too.Unpredictable inflation, added expenses, a volatile stock market – the health of the U.S. economy is anything but certain right now. How can you manage? For sponsor-free episodes of Consider This, sign up for Consider This+ via Apple Podcasts or at plus.npr.org.Email us at considerthis@npr.org.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

President Donald Trump's feud with Walmart is intensifying. After the retail giant warned that its prices will go up due to Trump's tariffs, he erupted on Truth Social, and even threatened Walmart to get it to “eat” the costs of his levies. Then White House press secretary Karoline Leavitt reiterated the threat to reporters. Amusingly enough, all this constitutes an admission that other countries don't pay the costs of the tariffs, as he keeps claiming—we do. We talked to Lindsay Owens, an economist who's also executive director of the Groundwork Collaborative. She explains how Trump accidentally undermined his case for tariffs, why this is so damaging given Walmart's massive presence in MAGA America, and what all this reveals about Trump's growing political weakness on the economy. Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market in light of the country's evolving trade partnerships with the U.S. and China.Read more insights from Morgan Stanley.----- Transcript -----Lee-san: Welcome to Thoughts on the Market. I'm Chiwoong Lee, Principal Global Economist at Morgan Stanley MUFG Securities.Nakazawa-san: And I'm Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.Lee-san: Today we're coming to you live from the Morgan Stanley Japan Summit in Tokyo. And we'll be sharing our views on Japan in the context of global economic growth. We will also focus on Japan's position vis-à-vis its two largest trading partners, the U.S. and China.It's Tuesday, May 20, at 3pm in Tokyo.Lee-san: Nakazawa-san, you and I both have been talking with a large number of clients here at the summit. Based on your conversations, what issues are most top of mind right now?Nakazawa-san: There are many inquiries about how to position because of the uncertainty of U.S. trade policy and the investment strategy for governance reform. These are both catalysts for Japan. And in Japan, there are multiple governance investment angles, with increasing interest in the removal of parent-child listings, which is when a parent company and a subsidiary company are both listed on an exchange. This reform [would] remove the subsidiaries. So, clients are very focused on who will be the next candidate for the removal of a parent-child listing.And what are you hearing from clients on your side, Lee-san?Lee-san: I would say the most frequent questions we received were regarding the Trump administration's policies, of course. While the reciprocal tariffs have been somewhat relaxed compared to the initial announcements, they still remain very high; and there was a strong focus on their negative impact on the U.S. economy and the global economy, including Japan. Of course, external demand is critical for Japanese economy, but when we pointed out the resilience of domestic demand, many investors seemed to agree with that view.Nakazawa-san: How do investors' views square with your outlook for the global economy over the rest of the year?Lee-san: Well, there was broad consensus that tariffs and policy uncertainty are negatively affecting trade and investment activities across countries. In particular, there is concern about the impact on investment. As Former Fed Chair Ben Bernanke wrote in his papers in [the] 1980s, uncertainty tends to delay investment decisions. However, I got the impression that views varied on just how sensitive investment behavior is to this uncertainty.Nakazawa-san: How significant are U.S. tariffs on global economy including Japan both near-term and longer-term?Lee-san: The negative effects on the global economy through trade and investment are certainly important, but the most critical issue is the impact on the U.S. economy. Tariffs essentially act as a tax burden on U.S. consumers and businesses.For example, in 2018, there was some impact on prices, but the more significant effect was on business production and employment. Now, with even higher tariff rates, the impact on inflation and economic activity is expected to be even greater. Given the inflationary pressures from tariffs, we believe the Fed will find it difficult to cut rates in 2025. On the other hand, once it becomes feasible, likely in 2026, we anticipate the Fed will need to implement substantial rate cuts.Lee-san: So, Nakazawa-san, how has the Japanese stock market reacted to U.S. tariffs?Nakazawa-san: Investors positioning have skewed sharply to domestic-oriented non-manufacturing sectors since the U.S. government's announcement of reciprocal tariffs on April 2nd. Tariff talks with some nations have achieved some progress at this stage, spurring buybacks of export-oriented manufacturer shares. However, the screening by our analysts of the cumulative surplus returns against Japan's TOPIX index for around 500 stocks in their coverage universe, divided into stocks relatively vulnerable to tariff effects and those less impacted, finds a continued poor performance at the former. We believe it is important to enhance the portfolio's robustness by revising sector skews in accordance with any progress in the trade talks and adjusting long/short positioning with the sectors in line with the impact of the tariffs.Lee-san: I see. You recently revised your Topix index target, right. Can you quickly walk us through your call?Nakazawa-san：Yes, of course. We recently revised down our base case TOPIX target for end-2025 from 3,000 to 2,600. This revision was considered by several key factors: So first, our Japan economics team revised down its Japanese nominal growth forecast from 3.7% to 3.3%, reflecting implementation of reciprocal tariffs and lower growth forecasts for the U.S., China, and Europe. Second, our FX team lowered its USD/JPY target from 145 to 135 due to the risk of U.S. hard data taking a marked turn for the worse. The timing aligns with growing uncertainty on the business environment, which may lead firms to manage cash allocation more cautiously. So, this year might be a bit challenging for Japanese equities that I recommend staying defensive positioning with defensive non-manufacturing sectors overall.Nakazawa-san: And given tariff risks, do you see a change in the Bank of Japan's rate path for the rest of the year?Lee-san: Yeah well, external demand is a very important driver of Japanese economy. Even if tariffs on Japan do not rise significantly, auto tariffs, for example, remain in place and cannot be ignored. The earnings deterioration among export-oriented companies, especially in the auto sector, will take time for the Bank of Japan to assess in terms of its impact on winter bonuses and next spring's wage growth. If trade negotiations between the U.S. and countries including Japan make major progress by summer, a rate hike in the fall could be a risk scenario. However, our Japan teams' base case remains that the policy rate will be unchanged through 2026.Lee-san: How is the Japanese yen faring relative to the U.S. dollar, and how does it impact the Japanese stock market, Nakazawa-san?Nakazawa-san：I would say USD/JPY is not only driver for Japanese equities. Of course, USD/JPY still plays a key role in earnings, as our regression model suggests a 1% higher USD/JPY lifting TOPIX 0.5% on average. But this sensitivity has trended down over the past decade. A structural reason is that as value chain building close to final demand locations has lifted overseas production ratios, which implies continuous efforts of Japanese corporate optimizing global supply chain.That said, from sector allocation perspective, sectors showing greater resilience include domestic demand-driven sectors, such as foods, construction & materials, IT & services/others, transportation & logistics, and retails.Nakazawa-san: And finally, the trade relationship between Japan and China is one of the largest trading partnerships in the world. Are U.S. tariffs impacting this partnership in any way?Lee-san: That's a very difficult question, I have to say, but I think there are multiple angles to consider. Geopolitical risk remains to be a key focus, and in terms of the military alliance, Japan-U.S. relationships have been intact. At the same time, Japan faces increased pressure to meet U.S. demands. That said, Japan has been taking steps such as strengthening semiconductor manufacturing and increasing defense spending, so I believe there is a multifaceted evaluation which is necessary.Lee-san: That said, I think it's time to head back to the conference. Nakazawa-san, thanks for taking the time to talk.Nakazawa-san: Great speaking with you, Lee-san.Lee-san: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Higher tariffs are not working out so well for automakers. Subaru is raising prices, while GM is reportedly freezing shipments to China. Meanwhile, trade talks between the U.S. and Japan — home to Toyota, Honda and others — look to be moving slowly, at best. And later: One set of economic indicators points to a future economic slowdown, and a startup envisions a slow-moving sleeper train between Los Angeles and the Bay Area.

Over the weekend, President Trump told retailers to “eat the tariffs” after Walmart warned of price hikes spurred by the trade war. Across the country, retailers are making tough calls when it comes to tariff costs. So why is Home Depot in a better position to keep prices stable than Walmart? Also in this episode: stablecoins inch closer to bank distribution, turbine backlog slows energy sector growth and we get some advice on what to buy before more tariffs kick in.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org and consider making an investment in our future. 

Jon continues his wildlife research. David discusses the EarthQuaker Devices situation. Support us on Patreon http://bit.ly/Ipatreon Send questions and comments to contact@electionprofitmakers.com Watch David's show DICKTOWN on Hulu http://bit.ly/dicktown Follow Jon on Bluesky http://bit.ly/bIuesky

The latest price moves and insights with SkyBridge Capital founder Anthony Scaramucci.To get the show every day, follow the podcast here.SkyBridge Capital founder Anthony Scaramucci joined CoinDesk live at Consensus 2025 with insights into President Donald Trump's second term and the state of the overall crypto and stocks market. Plus, why Trump's tariff policies are not the "right plan for America" or "the integrated global economy."This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie and Christine lee. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scot Johnson joins us at Consensus 2025 to discuss how miners are adapting to Trump's tariffs and forthcoming innovations in the bitcoin mining container landscape.FILL OUT THE MINING POD SURVEY BY CLICKING HEREYou're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 16,000 BitcoinersCheck out our free report on forecasting Bitcoin's hashrate!Welcome back to The Mining Pod! Today, Scot Johnson from Digital Shovel joins us from Toronto during Consensus 2025. Digital Shovel manufactures Bitcoin mining containers and electrical infrastructure in Canada. He discusses the impact of Trump's 10% tariffs on bitcoin mining infrastructure, Digital Shovel's plans to open US assembly operations, the company's upcoming gen 3 container design, and their new Blue Ax home miner.# Notes:- Digital Shovel makes vertically integrated mining containers- 10% tariff from US to Canada affecting business- Electrical infrastructure was majority of 2023 sales- Blue Ax home miner launching at $99- 7.2 TH/s pro version coming July 1st- Newfoundland has 1.9¢/kWh Canadian powerTimestamps:00:00 Start02:14 What is Digital Shovel?02:42 General compute infrastructure03:52 Competing with bigger manufacturers05:23 AI hardware06:12 Made in North America07:51 Adapting to tariffs08:46 Modular vs permanent buildings09:50 Example of AI & minings build12:42 Who's buying?14:36 Texas market16:10 New Canadian government17:28 Tariffs are taxes on business19:38 Container design changes21:12 Air vs liquid cooling21:31 New chip cooling designs23:33 BluAX27:27 Canadian facts

Higher tariffs are not working out so well for automakers. Subaru is raising prices, while GM is reportedly freezing shipments to China. Meanwhile, trade talks between the U.S. and Japan — home to Toyota, Honda and others — look to be moving slowly, at best. And later: One set of economic indicators points to a future economic slowdown, and a startup envisions a slow-moving sleeper train between Los Angeles and the Bay Area.

The US is risking ceding global market share of clean energy to China, permanently.New tariffs, put in place one day then removed the next. Rising costs for everything along the supply chain. The US clean energy sector is navigating one of its most unpredictable phases yet. From solar to storage, how are developers and policymakers reacting to renewed trade tensions and their impact on the energy transition? “This isn't just about clean energy deployment. It's about whether the US will have a seat at the table in the future global energy economy,” says Leslie Abrahams, Deputy Director of the Energy Security and Climate Change Program at CSIS – the Center for Strategic & International Studies. She joins host Sylvia Leyva Martinez, a principal analyst covering global energy markets at Wood Mackenzie, to find out what the outlook is for US energy innovation. Escalating tariff policy is shaking investor confidence, altering supply chains, and putting the power firmly with China.Plus, in the second half of the show, Sylvia gets the developer perspective, from Joao Barreto, who is CEO of EDP Renewables' distributed generation business in North America. He explains how one of the world's largest clean energy developers is mitigating risk, adjusting their strategy, and building trust with manufacturers and offtakers amid unprecedented uncertainty.Sylvia, Leslie and Joao discuss:Why US$8 billion in clean energy projects were cancelled in Q1 2025, and what that signals to the marketHow US tariffs on Chinese batteries are backfiring on domestic manufacturingThe challenge of accelerating R&D while shutting out foreign investmentHow storage and solar developers are hedging their betsWhether the US risks ceding global market share to China permanentlyPower Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Watch the full podcast here! https://chinauncensored.tv/programs/podcast-297 Joining us once again is Grant Newsham. He's a former diplomat and marine intelligence officer. And also the author of When China Attacks. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China

This Amazon FBA shower filter business has $10M in revenue, $2.5M in EBITDA, and up to 50% recurring revenue—but will Chinese tariffs kill the deal?Business Listing - https://quietlight.com/listings/16050561/

Have new tariffs been signed and what are the implications for pilots. Today's podcast is brought to you by Drone U's Experience Training in June. Our first three Experience Training events sold out in less than a week; and it's time to take flight again! Our all-inclusive 5-day training paired with a 2-day competition will challenge you, inspire you, and prepare you. In this unique training event, limited to no more than 10 participants, you will be immersed in an experienced-based learning environment. You'll take flight daily and often, and you'll master cutting-edge drone techniques along the way. You'll learn from experienced pilots who've been where you're trying to go; and you'll build repeatable systems to scale your business. Click HERE to book your seat today !! On today's episode we discuss about the impacts of the changing tariff environment for drone pilots and what it means for regulations and options that pilots have to navigate tariffs. We discuss about the details of regulations surrounding tariffs and if it impacts existing drones and specifics of the soon to be signed tariffs. We look into the timing to procure drones with the ups and downs of tariff conversations with nations esp China and if future deals will impact pricing of drones. We also discuss some upcoming DJI drones and if it makes sense to purchase new drones vs purchasing an used drone. Tune in today on this short information packed episode !! 5-Day Free Course: Thriving Drone Real Estate Business Transform your drone operations into a thriving real estate-focused business. Learn client management, pricing for profit, and creating high-value deliverables. Grow My Drone Business Get your questions answered: https://thedroneu.com/. If you enjoy the show, the #1 thing you can do to help us out is to subscribe to it on iTunes. Can we ask you to do that for us real quick? While you're there, leave us a 5-star review, if you're inclined to do so. Thanks! https://itunes.apple.com/us/podcast/ask-drone-u/id967352832. Click here for access to Skywatch for all your drone insurance purposes ! Become a Drone U Member. Access to over 30 courses, great resources, and our incredible community. Follow Us Site – https://thedroneu.com/ Facebook – https://www.facebook.com/droneuADU 1382: Build my own drone to do photogrammetry work? Instagram – https://instagram.com/thedroneu/ Twitter – https://twitter.com/thedroneu YouTube – https://www.youtube.com/c/droneu Timestamps: [00:55] What should you do now considering the changes in tariffs [04:08] Drones already owned by pilots - Do tariffs impact them [06:34] Today's question on tariffs and impacts to flying drones [07:43] Section 1709 and why it matters to pilots [16:33] Why it is not a good time to purchase drones [23:01] Is the Mavic 4 Pro a good purchase? And how does it compare with Inspire [27:05] A summary of our response to today's question

With the S&P 500 in the midst of a six-session win streak, Carl Quintanilla and Jim Cramer reacted to what President Trump said on Capitol Hill ahead of his meeting with House Republicans, as he seeks to get holdouts on board with his tax and spending cuts legislation. Home Depot posted mixed quarterly results, reaffirmed sales guidance and said it isn't planning price hikes to offset tariffs. The anchors discussed all things Tesla ahead of David Faber's big Tuesday interview with Elon Musk.  Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen, and Michael Santoli broke down the latest for stocks amid a slew of headlines out of Washington and Big Tech. President Trump speaking to House Republicans this morning to garner support for his “Big Beautiful Bill” – with particularly strong words around Medicare… More with one policy analyst warning: strap in for a bumpy ride. Plus: the implications for stocks with Stifel's Chief Equity Strategist - who's forecasting a lower S&P by year-end.  Meanwhile, Tesla shares gaining after new comments from CEO Elon Musk around political donations. The team broke it all down – in addition to headlines out of 2 other Mag-7 names: Google, kicking off their annual developers conference, and reports Amazon is might launch a “foldable phone”… In addition to fresh consumer commentary: from Home Depot's promise not to raise prices to what Sara's hearing on the ground at CNBC's CEO Council Summit. Squawk on the Street Disclaimer

In this episode of the Born Primitive podcast, Bear and Tony dive into the complex landscape of tariffs, global economics, and political discourse, offering both macro-level insight and personal experience. Kicking off with a detailed breakdown of the current tariff situation, Bear—CEO of Born Primitive—explains how shifting trade policies are impacting American businesses. The conversation also explores the challenges tied to “Made in America” manufacturing, shedding light on the high costs and logistical hurdles brands face when trying to produce domestically. Highlight clips underscore key themes, including the importance of creating leverage in international negotiations, the necessity of recognizing our own confirmation biases in political conversations, and the urgent need for unity across ideological lines. Together, the hosts encourage listeners to think critically about economic policy and to consider pragmatic paths forward in both business and politics.To check out our brand visit: https://bornprimitive.com/And you can  learn more about Born Primitive Tactical by visiting: https://bornprimitivetactical.comFollow us on Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/bornprimitive/Subscribe to our YouTube Channel: ⁠⁠https://www.youtube.com/channel/UCruGgs2p3VVVy-v6YTiKuQwPRODUCED BY IRONCLAD

Go to  https://zbiotics.com/DEMOTED and use DEMOTED at checkout for 15% off any first time orders of ZBiotics probiotics. If AI doesn't steal your job, it might just help you cheat your way into a better one. This week on Demoted, we're joined by Jack Crivici-Kramer and Nick Martell from The Best One Yet podcast. They'll teach you how to future-proof your career while the economy slow-cooks itself into oblivion. We break down what tariffs actually are (besides economic jargon that makes your burrito more expensive), debate whether switching jobs during a recession is gutsy or just professionally unhinged, and explore how nepo-preneurship is emerging as a surprisingly stable career move when traditional paths start to crumble. We also unpack the ethics of AI cheating apps, the strange brilliance of disco laundromats, and ask the question no one saw coming: are creatives about to outpace coders in the AI era? Go to https://cornbreadhemp.com/DEMOTED and use promo code DEMOTED for 30% off your first order Send in your Corporate Confessions, Dear Demoted questions, and Shout-outs right here: https://forms.gle/nJc667dUL65Xh63C6

The West Coast seafood industry is caught in the crosshairs of tariff uncertainty. International orders have been canceled, which impacts Oregon workers. Industry leaders and Oregon’s Democratic Congressional delegation have asked the US Department of Agriculture to step in. Lori Steele is the executive director of the West Coast Seafood Processors Association. She joins us with details of the challenges facing the industry.

In this episode of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis begin with a news segment covering recent market developments, notably the "tariff turmoil" between the US and China. They discuss how the US has partially de-escalated its stance, with tariffs dropping from a proposed 145% to 30%, creating a 90-day window for retailers to import products. However, they emphasize that smaller retailers remain disproportionately affected due to limited resources compared to giants like Home Depot.The hosts also cover recent retail earnings reports, including Walmart's strong comp store sales growth despite withdrawing Q2 guidance, and their strategic pricing approach to tariff impacts. Other earnings news included On Running's impressive 40% sales growth, while American Eagle, JC Penney, and Burberry reported significant losses. Additional news touched on refinancing challenges at Kohl's, potential bankruptcy concerns at Saks, and Dick's Sporting Goods' surprising acquisition of Foot Locker.The featured interview with Stephen Yalof, CEO and President of Tanger, explores his extensive career spanning retail real estate, including roles at New Plan Realty Trust, Gap, Ralph Lauren, and Simon before joining Tanger in 2020 – humorously noting he arrived when "every one of their 3,000 stores was closed" due to COVID.Yalof provides a fascinating historical perspective on outlet centers, explaining how they evolved from manufacturers' sales of returned items and factory seconds to a strategic retail channel. He details how the Tanger family themselves were shirt manufacturers who realized they were "selling more stuff out the back door than out the front door" before creating the first outlet center in Burlington, North Carolina.The conversation explores how vertical retailers like Gap transformed the model, creating consolidation stores for excess inventory before establishing dedicated outlet locations. This evolution progressed from pure excess inventory management to serving aspirational customers who understand brands but can't afford full price – what Yalof describes as bringing customers "into your ecosystem."In response to competition from online and fast-fashion retailers, Yalof explains Tanger's strategy shift from purely "power shopping" to full-service experiences with improved food, entertainment, and amenities. He compares this to how stadiums have evolved despite at-home viewing advances, stating, "We're the general merchandise managers of our shopping centers... it's about picking the right uses, right experiences, the right amenities."The interview concludes with insights into Tanger's digital engagement strategies, including how they leverage customer data to create targeted marketing campaigns and provide stackable discounts through retailer partnerships, guided by their vision of "using customer insight to inform the future of shopping." Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Neha Bhuchar, co-founder of Atom11 and former Amazon Advertising insider, shares Amazon Advertising secrets—revealing the game-changing concept of "retail-aware advertising" that integrates inventory, pricing, and search rank signals with advertising automation to maximize ROI. Discover how Amazon's algorithms work, from the critical difference between click-through and conversion rates to strategic approaches for the newly democratized Amazon Marketing Cloud (AMC). Neha breaks down complex concepts into actionable strategies for sellers at every level, from optimizing audience targeting to balancing conversion improvements with cost efficiency. The conversation explores 2024's pivotal changes to AMC access, practical thresholds for implementation, and bold predictions for the future of e-commerce advertising. Whether you're managing campaigns in-house or evaluating automation tools, this episode delivers a rare insider perspective on Amazon's advertising ecosystem and Atom11's transparent approach to helping sellers thrive in an increasingly AI-driven marketplace. This is for Amazon sellers, e-commerce marketers, advertising strategists, and anyone looking to understand the future of retail advertising technology. Episode Notes: 00:26 - Neha Bhuchar Introduction 00:20 - Neha's Background and Atom11 06:00 - Retail Aware Advertising 07:25 - Dynamic Bidding & Audience Creation 10:39 - Amazon Marketing Cloud 13:36 - Audience Targeting Challenges 14:01 - Look-alike Audience 15:50 - Mainstream Adoption of AMC 26:45- Tariff and Amazon Ads 31:05 - Impact of AI on Ads Related Post: Amazon PPC Services: A Guide to Boosting Sales and Choosing the Right Partner How to Reach Neha:   LinkedIn: linkedin.com/in/nehabhuchar Website: https://www.atom11.co/   Scott's Links:   LinkedIn: linkedin.com/in/scott-needham-a8b39813 X: @itsScottNeedham Instagram: @smartestseller YouTube: www.youtube.com/@smartestamazonseller2371 Newsletter: https://www.smartscout.com/newsletter-sign-up Blog: https://www.smartscout.com/blog

The 5:5:5 Good Game of Stupid Edition: Normal/Trump/Funny (to me)Normal93% of U.S. Executives Desire Board Member ReplacementsIn a recent survey conducted by PwC and The Conference Board, a substantial majority of senior executives in the U.S. expressed a desire for changes within their company's board of directors.The study revealed that 93% of the 520 top managers surveyed want at least one board member replaced, marking a record high in the survey's five-year history.The findings highlight growing tensions between management and boards, as 32% of executives reported board members interfering in day-to-day operations, a significant increase from 16% the previous year.Concerns were also raised about directors' performance being hindered by age and overcommitment, with 56% and 47% of respondents citing these issues, respectively.Tejon shareholders vote in activist investor, remove longtime directorAndrew Dakos received 19,785,261 proxy votes in favor to 17,338,888 against, which allowed him to unseat 24-year director Michael Winer, who received 821,536 in favor and 2,974,871 againstNew Jersey activist group Bulldog InvestorsPhillip Goldstein (19,757,851/17,342,618); Chair (2015-) and Director (1998-) Norman Metcalfe (81) somehow reelected (19,807,311/3,547,606) Shell Faces Fresh Legal Challenge Over Development of New Oil and Gas FieldsDutch environmental group Milieudefensie said by developing new fields, the oil and gas giant is in breach of legal duties to cut carbon emissionsStarbucks doubles down on baristas, not AI, to fix its customer crunchElon Musk says he will spend ‘a lot less' on future campaign donationsElon Musk commits to leading Tesla for next five yearsTrumpTrump tells Walmart to 'eat the tariffs' instead of raising pricesLA Port shipments fell 30% in early May after Trump tariffsMeet the New York Times CEO: She's outmaneuvering tech, Trump, and an industry in crisisMeredith Kopit Levien: the youngest person and second woman to lead the institution in its 173-year history.Business owners with unfortunately named companies face fallout thanks to Trump's war on wokeDavid Markley called his business DEI. which stands for Design Engineering Inc., long before the Trump backlash took off.Another business named DEI is the restaurant supply company owned by Ricardo Gomez.Trump signs bipartisan Take It Down Act to fight ‘revenge porn' and deepfakesTrump said that under the law, “anyone who intentionally distributes explicit images without the subject's consent will face up to three years of prison.In addition, this law establishes new civil liabilities for online platforms that refuse to take these images down promptly upon request. We will not tolerate online sexual exploitation.”Funny (to me)Engineers Reveal Robot That Takes Care of Old People So You Don't Have toNetflix Faces Backlash From Conservatives After Picking Up Sesame Street: 'W Is for Woke'UBS deploys AI analyst clones UBS has started using artificial intelligence to turn its analysts into avatars, sending videos of the simulated bankers to clients in a move the lender said would free up staff to focus on more productive tasks.JPMorgan CEO Dimon Still Intends to Step Down in Next Few Years. ‘It's Up to the Board.' Henry Schein Appoints Dan Daniel to Board of DirectorsFirst name is actually Williamformer EVP of Danaher Corporation

You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationHow are Tariffs impacting the Wedding Industry?—Wedding pros are getting hit from every angle this year and there is much more than world trade deals to be aware of. In this episode, I sit down with Paige Griffith of The Legal Paige to break down the biggest legal landmines of 2025 (including why your all-inclusive package could land you in serious trouble). If you're a florist, planner, rental company, stationer—or really anyone in the wedding industry—you can't afford to miss this one.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgYou can shop all of Paige's contracts and clauses over at The Legal Paige. Use code Brandee10 for extra savings during her Midyear Sale—40% off everything!========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/tariffs-impact-on-profit-margins-2025/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swd Have a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmz=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show

While Republicans are bickering about the extent of cuts to America's safety net programs for the poorest among us, they are also concerned about tax cuts, increasing debt ceilings and numbers that may indicate debt that will plague generations to come.We welcome Pulitzer Prize winning author and investigative journalist David Cay Johnston to discuss the nations debt, where we stand with tariffs and much more.Mark sat down with Yale history professor Greg Grandin to explore his new book “America, América.” It's a deep look at what our American ideals have always been and where and why we seem to have fallen shortAre we raising our kids to be kind and ready for a diverse world. In this new anti-DEI landscspe, how can we do better. Mark speaks with psychiatrist Dr. Samantha Sweeney, author of “Culturally Competent Kids: Raising Children to Thrive in a Diverse World.”It's Tech Tuesday. Jefferson Graham, former USA Today technology columnist, will join us to talk about the future of Google.The Mark Thompson Show 5/20/25Patreon subscribers are the backbone of the show! If you'd like to help, here's our Patreon Link:https://www.patreon.com/themarkthompsonshowMaybe you're more into PayPal.  https://www.paypal.com/donate/?hosted_button_id=PVBS3R7KJXV24And you'll find everything on our website: https://www.themarkthompsonshow.com

Episode 188: The Impact of Tariffs on Reselling and Kevin's Enema Woes

As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm's institutional client base understand the complex risk dynamics that impose themselves on today's markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning signs for US equity markets.Our discussion first considers the recent SPX vol event, which, from a short-term severity standpoint, Ben puts in a category with the GFC and Covid. He further makes the point that since the Tariff uncertainty was self-imposed, it was as if we were in the midst of the Covid crisis but already had the vaccine in hand.We then explore the work that Ben and his team have done on the concept of fragility. Here, he argues that the speed and magnitude of vol spikes, flash crashes and tantrum in markets has increased. In fact, in US single stocks, he suggests that fragility is at an all-time high with the reaction to earnings faster and more violent. Two factors may be playing a role. First, there is substantial crowding in certain risk exposures, like large cap tech. And second, liquidity provision, increasingly electronic in nature and sometimes rapidly withdrawn during times of stress.Lastly, we discuss the history of innovation and how investors have generally pulled forward the benefits of path-breaking new technologies, leading to asset price bubbles. Here, Ben is thinking about right tail risk and how important optionality may be in hedging the risk that the AI bubble could inflate substantially.I hope you enjoy this episode of the Alpha Exchange, my conversation with Ben Bowler.

Ben and Tom discuss last night's Japanese bond auction and the impact of tariffs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

In this episode of Omni Talk Retail's Ask an Expert series, Chris and Anne welcome SPS Commerce's Emily Curran and Rob Schiefelbein for a deep dive into how retailers and suppliers should respond to shifting tariffs and trade conditions. Key Moments: (1:20) Meet the experts: Emily and Rob from SPS Commerce (2:11) SPS Commerce's role in simplifying supply chain connections (6:00) Advice for startups in retail pilot programs (8:05) Transparent communication strategies with retailers (10:00) How to calculate true tariff exposure (11:00) Diversifying your supply chain (15:00) Total landed cost explained (16:45) Leveraging bonded warehouses and FTZs (18:00) Common methods to itemize tariff costs (21:00) Tracking SKUs and auditing data accuracy (28:00) Applying the 5S methodology to retail data (30:00) Final tips for retailers and suppliers #RetailTariffs #SupplyChainManagement #SPSCommerce #OmniTalkRetail #RetailStrategy #TariffStrategy #RetailData #AskAnExpert #EDICompliance #RetailInnovation Music by hooksounds.com *Sponsored Content*

The latest price moves and insights with SkyBridge Capital founder Anthony Scaramucci.To get the show every day, follow the podcast here.SkyBridge Capital founder Anthony Scaramucci joined CoinDesk live at Consensus 2025 with insights into President Donald Trump's second term and the state of the overall crypto and stocks market. Plus, why Trump's tariff policies are not the "right plan for America" or "the integrated global economy."This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie and Christine lee. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dr. David Mieczkowski of AgAmerica discusses trade impacts, farmland investing, ag lending trends, and the future of U.S. farming in a changing economic and demographic landscape.

Learn how the changing tariff environment can impact your third-party risk management program.

In this episode, Dinesh discusses Joe Biden's cancer announcement, Trump’s insistence that Walmart “eat” the tariffs, James Comey’s veiled threat against Trump, how Oklahoma schools are teaching students the real story about 2020 election, and how Reagan prepared for his crucial presidential contest against Jimmy Carter.See omnystudio.com/listener for privacy information.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Germany and other countries in the EU are beginning to back off the green new scam, they realize that their country will implode if they keep on track. The [CB] plan to downgrade the US to destroy the economy is not working. Trump's Sovereign Wealth Fund will counter the national debt. It's going to be revolutionary. The [DS]/D's and fake news needed to get get ahead of the Hur tapes coming out. So they pushed the narrative that they knew nothing about it and to prove they released that Biden has cancer. This entire maneuver has backfired on them. The pieces of the puzzle are coming together, Trump has trapped them in all of it. The people are awake and see through their deception, pain and then justice.   Economy Germany Makes "Sea-Change Policy Shift" On Nuclear Power In Europe Three weeks after widespread power grid failures across Portugal and Spain, triggered by unreliable solar and wind power, Germany appears to be sharply recalibrating its energy stance. In a notable policy shift, the new conservative government under Chancellor Friedrich Merz has reversed its longstanding opposition to nuclear power. The move reflects a growing understanding in Berlin that overreliance on unreliable solar and wind power generation poses serious risks to economic stability and energy security. The shift also signals a broader return to common-sense energy policymaking in Europe, with nuclear power increasingly viewed as critical in France in achieving reliable, low-carbon power generation. Source: breitbart.com Walmart Stock Ticks Lower After Trump Says Retailer Should 'Eat the Tariffs' Walmart should "eat the tariffs" rather than raise prices, President Donald Trump said in a recent Truth Social post. CEO Doug McMillon warned on the company's earnings call that profits could fall this year depending on the direction of trade policy. McMillon said "the reality of narrow retail margins" makes the tariffs, even at reduced levels, difficult to absorb. Walmart (WMT) shares slumped in early trading Monday after President Donald Trump said the retailer should absorb the cost of tariffs rather than pass it on to customers by raising prices. Source; investopedia.com Eurozone growth forecasts cut amid uncertainty over Trump trade war Tariffs impact demands ‘considerable downgrade', to 0.9% this year and 1.4% in 2026,   European Commission has cut its growth forecasts for the eurozone this year and next as a result of uncertainty caused by Donald Trump's tariff wars.   Source: theguardian.com https://twitter.com/ElectionWiz/status/1924463604704665815 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1924448704469340218 https://twitter.com/TrumpWarRoom/status/1924129257770348726     https://twitter.com/charliekirk11/status/1924306220112122248   The best part of the One Big Beautiful Bill that no one is talking about is taxing remittances. https://twitter.com/grok/status/1924449258100666660  families, reduces funds for developing countries, and may push transfers to unregulated channels.